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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1176
Fortem Financial Group
California
$927K
DA
1177
DSC Advisors
Illinois
$918K +$45.1K +206 +6%
CIAS
1178
Capital Investment Advisory Services
North Carolina
$916K -$239K -1,092 -23%
CAAS
1179
Capital Asset Advisory Services
Michigan
$913K +$14.9K +68 +2%
WPW
1180
Waldron Private Wealth
Pennsylvania
$912K +$48.4K +221 +6%
AFM
1181
Andesa Financial Management
Pennsylvania
$905K +$244K +1,116 +45%
VFPI
1182
Vantage Financial Partners (Illinois)
Illinois
$905K -$83.6K -382 -10%
LSV Asset Management
1183
LSV Asset Management
Illinois
$904K
SCI
1184
S&CO Inc
Massachusetts
$899K
NG
1185
Northstar Group
New York
$891K +$319K +1,455 +70%
WP
1186
WealthShield Partners
North Carolina
$883K -$4.38K -20 -0.6%
RIA
1187
Realta Investment Advisors
Delaware
$879K +$49.7K +227 +7%
B
1188
Bailard
California
$877K +$41.8K +191 +6%
ESB
1189
Essex Savings Bank
Connecticut
$876K +$343K +1,569 +82%
EH
1190
Equitable Holdings
New York
$874K
AWA
1191
Arete Wealth Advisors
Illinois
$873K +$61.5K +281 +9%
BS
1192
Bessemer Securities
New York
$867K -$296K -1,350 -28%
TIA
1193
Trust Investment Advisors
Indiana
$863K -$8.76K -40 -1%
EWA
1194
Exencial Wealth Advisors
Oklahoma
$863K +$138K +631 +23%
AIM
1195
Aigen Investment Management
New York
$863K +$751K +3,433 New
GWMIA
1196
Global Wealth Management Investment Advisory
Florida
$858K -$63.5K -290 -8%
GSC
1197
G&S Capital
Colorado
$856K -$124K -566 -14%
PSP
1198
Principal Street Partners
Tennessee
$856K +$41.4K +189 +6%
MA
1199
Mutual Advisors
Nebraska
$854K +$189K +865 +34%
EFS
1200
Essex Financial Services
Connecticut
$851K +$132K +602 +22%