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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
EA
1201
Emerald Advisers
Pennsylvania
$246K +$19.8K +130 +9%
PA
1202
Parkside Advisors
California
$245K
LWM
1203
Lenox Wealth Management
Ohio
$244K +$85.3K +561 +52%
ESB
1204
Essex Savings Bank
Connecticut
$242K -$24.6K -162 -9%
PWAG
1205
Polaris Wealth Advisory Group
California
$241K -$47.3K -311 -16%
AIM
1206
Axiom Investment Management
New York
$239K
HWA
1207
Heritage Wealth Advisors
Virginia
$238K
EWM
1208
Evermay Wealth Management
Virginia
$238K +$244K +1,605 New
PTC
1209
Petrus Trust Company
Texas
$237K -$106K -698 -30%
UCMOK
1210
United Capital Management of KS
Kansas
$233K -$20.2K -133 -8%
VC
1211
Voit & Company
Wisconsin
$233K -$9.12K -60 -4%
CBFP
1212
Cedar Brook Financial Partners
Ohio
$233K +$27.7K +182 +13%
QCG
1213
Quadrant Capital Group
Ohio
$232K -$29.3K -193 -10%
CCMW
1214
Cypress Capital Management (Wyoming)
Wyoming
$230K
CCP
1215
Cardan Capital Partners
Colorado
$230K +$236K +1,551 New
WC
1216
Wexford Capital
Florida
$229K +$234K +1,540 New
CBTWT
1217
Community Bank & Trust (Waco, Texas)
Texas
$228K -$4.56K -30 -2%
AFM
1218
Andesa Financial Management
Pennsylvania
$227K -$21.4K -141 -8%
BDF
1219
Balasa Dinverno & Foltz
$225K -$37.7K -248 -14%
PFGIA
1220
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$8.05K -53 -3%
NME
1221
Notis-McConarty Edward
$223K
PEA
1222
Pacific Edge Advisors
California
$223K
CPIG
1223
Chicago Partners Investment Group
Illinois
$218K +$9.88K +65 +5%
First Manhattan
1224
First Manhattan
New York
$218K +$22.9K +151 +11%
FFN
1225
Focus Financial Network
Minnesota
$218K +$11.2K +74 +5%