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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1151
Coldstream Capital Management
Washington
$480K -$41.1K -240 -7%
SFPG
1152
Stonebridge Financial Planning Group
Florida
$480K -$36K -210 -6%
AWA
1153
Arete Wealth Advisors
Illinois
$478K +$11.7K +68 +2%
SG
1154
StoneX Group
New York
$473K -$38.4K -224 -6%
RFO
1155
RiverGlades Family Offices
Florida
$473K +$6.86K +40 +1%
SC
1156
Savant Capital
Illinois
$473K +$7.2K +42 +1%
AFM
1157
Abbot Financial Management
Massachusetts
$472K +$35K +204 +7%
MAFM
1158
Mid Atlantic Financial Management
Pennsylvania
$472K +$150K +875 +36%
PWP
1159
Principle Wealth Partners
Connecticut
$471K -$1.89K -11 -0.3%
AF
1160
Advisornet Financial
Minnesota
$470K -$208K -1,215 -27%
CA
1161
Clearstead Advisors
Ohio
$469K -$137K -798 -20%
IFG
1162
Investors Financial Group
Minnesota
$469K +$218K +1,270 +64%
GWMIA
1163
Global Wealth Management Investment Advisory
Florida
$466K +$17K +99 +3%
WPW
1164
Waldron Private Wealth
Pennsylvania
$465K +$160K +931 +40%
CMBA
1165
C.M. Bidwell & Associates
Hawaii
$465K +$553K +3,227 New
MGIM
1166
M&G Investment Management
United Kingdom
$462K -$74.8K -436 -12%
Harris Associates
1167
Harris Associates
Illinois
$461K
PM
1168
Parametrica Management
Hong Kong
$459K +$547K +3,190 New
DCM
1169
Donaldson Capital Management
Indiana
$458K +$109K +638 +25%
CL
1170
CPWM LLC
Washington
$457K +$244K +1,422 +81%
SCM
1171
Southport Capital Management
Tennessee
$453K -$1.12M -6,529 -67%
MC
1172
Miles Capital
Iowa
$449K -$41.1K -240 -7%
CFA
1173
Cahill Financial Advisors
Minnesota
$449K
EW
1174
Evoke Wealth
California
$449K -$2.06M -11,999 -79%
PJB
1175
Paul John Balson
California
$445K +$530K +3,094 New