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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1176
Pine Valley Investments
New Jersey
$1.36M -$15.9K -78 -1%
SWMG
1177
Signature Wealth Management Group
Georgia
$1.36M -$102K -501 -7%
GWMIA
1178
Global Wealth Management Investment Advisory
Florida
$1.35M -$691K -3,384 -35%
NBT
1179
Northwest Bank & Trust
Iowa
$1.35M +$1.3M +6,377 New
MFS
1180
Mirabella Financial Services
United Kingdom
$1.35M +$371K +1,818 +40%
ES
1181
Eagle Strategies
New York
$1.35M -$42.1K -206 -3%
LSPW
1182
Lake Street Private Wealth
Illinois
$1.34M +$1M +4,904 +336%
CCG
1183
Ceeto Capital Group
Florida
$1.34M +$93.9K +460 +8%
KMWM
1184
Keudell/Morrison Wealth Management
Oregon
$1.34M -$57K -279 -4%
LJAC
1185
L.J. Altfest & Co
New York
$1.34M -$12K -59 -0.9%
ACS
1186
Archford Capital Strategies
Illinois
$1.34M +$14.5K +71 +1%
KIA
1187
Knollwood Investment Advisory
Maryland
$1.34M +$1.01M +4,939 +355%
FMLI
1188
Fukoku Mutual Life Insurance
Japan
$1.33M +$209K +1,023 +19%
TSW
1189
Thompson Siegel & Walmsley
Virginia
$1.33M +$306K +1,500 +31%
VSQM
1190
V-Square Quantitative Management
Illinois
$1.33M +$16.5K +81 +1%
TPWA
1191
TRUE Private Wealth Advisors
Oregon
$1.33M -$21K -103 -2%
RPC
1192
Rossmore Private Capital
Connecticut
$1.32M -$1.23K -6 -0.1%
AB
1193
Atlas Brown
Kentucky
$1.32M +$8.98K +44 +0.7%
LS
1194
Leelyn Smith
Illinois
$1.32M +$6.74K +33 +0.5%
WWM
1195
Western Wealth Management
Colorado
$1.32M +$84.5K +414 +7%
CG
1196
Cynosure Group
Utah
$1.31M +$1.27M +6,220 New
FPF
1197
First Pacific Financial
Washington
$1.3M -$19.4K -95 -2%
ESCM
1198
Echo Street Capital Management
New York
$1.3M +$506K +2,477 +67%
ATWA
1199
Arbor Trust Wealth Advisors
Michigan
$1.3M +$75.5K +370 +6%
PMG
1200
ProVise Management Group
Florida
$1.29M +$28K +137 +2%