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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1151
Okabena Investment Services
Minnesota
$2.13M +$735K +3,248 +67%
FFM
1152
Forum Financial Management
Illinois
$2.13M -$2.94K -13 -0.2%
BRG
1153
Bay Rivers Group
Virginia
$2.13M +$142K +626 +8%
HCCM
1154
Hudson Canyon Capital Management
New York
$2.13M -$41.2K -182 -2%
CT
1155
Columbia Trust
Oregon
$2.13M +$282K +1,245 +18%
Koshinski Asset Management
1156
Koshinski Asset Management
Illinois
$2.12M +$222K +981 +14%
ECG
1157
Edge Capital Group
Georgia
$2.12M +$5.43K +24 +0.3%
VAS
1158
Vestmark Advisory Solutions
Massachusetts
$2.12M -$407K -1,797 -18%
AFAS
1159
Acorn Financial Advisory Services
Virginia
$2.12M -$429K -1,895 -19%
WMP
1160
Wealth Management Partners
Arizona
$2.12M +$2.72K +12 +0.1%
TW
1161
TrinityPoint Wealth
Connecticut
$2.11M +$30.1K +133 +2%
GCM
1162
Geneva Capital Management
Wisconsin
$2.11M -$90.8K -401 -5%
FMB
1163
Field & Main Bank
Kentucky
$2.11M +$50.9K +225 +3%
FGAM
1164
Financial Gravity Asset Management
Texas
$2.11M +$1.81M +8,004 New
SACTSONJ
1165
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.11M
WWM
1166
Western Wealth Management
Colorado
$2.1M +$317K +1,400 +21%
JWBC
1167
J.W. Burns & Co
New York
$2.1M -$72K -318 -4%
TPCW
1168
TD Private Client Wealth
New York
$2.1M -$67.2K -297 -4%
RGI
1169
River Global Investors
United Kingdom
$2.1M +$344K +1,518 +24%
V
1170
VeraBank
Texas
$2.1M -$31.5K -139 -2%
NIP
1171
Nicholas Investment Partners
California
$2.1M
WAM
1172
Worth Asset Management
Texas
$2.1M +$1.8M +7,963 New
SDIC
1173
South Dakota Investment Council
South Dakota
$2.09M
FCA
1174
FinTrust Capital Advisors
South Carolina
$2.08M +$362K +1,598 +25%
SFP
1175
Shepherd Financial Partners
Massachusetts
$2.08M -$11.3K -50 -0.6%