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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1201
Cohen & Steers
New York
$31K -$20.8K -151 -40%
PFGIA
1202
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$27.9K +203 New
WOC
1203
West Oak Capital
California
$27.4K
BAM
1204
Barrett Asset Management
New York
$27K
BFC
1205
Bedel Financial Consulting
Indiana
$27K
OSNBOA
1206
Old Second National Bank of Aurora
Illinois
$27K
RAM
1207
Riggs Asset Management
Pennsylvania
$27K
TVWM
1208
Tower View Wealth Management
Wisconsin
$27K
FNBOSM
1209
First National Bank of South Miami
Florida
$26K +$23.2K +169 New
BC
1210
Bartlett & Co
Ohio
$25K
CA
1211
Crewe Advisors
Utah
$25K
BCWM
1212
Bartlett & Co Wealth Management
Ohio
$24.7K
CB
1213
Community Bank
New York
$24K -$15.1K -110 -39%
CHC
1214
City Holding Co
West Virginia
$24K
MSFP
1215
Mark Sheptoff Financial Planning
Connecticut
$24K
PA
1216
Perennial Advisors
New York
$24K
VCM
1217
Versant Capital Management
Arizona
$24K
PWM
1218
PRW Wealth Management
Massachusetts
$24K +$23.7K +172 New
CYG
1219
Clean Yield Group
Vermont
$24K +$24.1K +175 New
CFA
1220
Clarfeld Financial Advisors
New York
$23K +$23.5K +171 New
TFA
1221
Toth Financial Advisory
Virginia
$22K
FCB
1222
First Command Bank
Texas
$22K +$4.95K +36 +29%
FCFS
1223
First Command Financial Services
Texas
$22K +$4.95K +36 +29%
LFG
1224
Larson Financial Group
Missouri
$22K +$22.1K +161 New
NSIM
1225
North Star Investment Management
Illinois
$21K -$57.8K -420 -73%