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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1201
Financial Advocates Investment Management
Washington
$3.06M +$63.5K +199 +2%
OHWP
1202
Oak Harbor Wealth Partners
North Carolina
$3.06M -$55.2K -173 -2%
AFS
1203
Aft Forsyth & Sober
Florida
$3.06M
BTI
1204
Blue Trust Inc
Georgia
$3.04M -$804K -2,519 -22%
GWMIA
1205
Global Wealth Management Investment Advisory
Florida
$3.03M +$594K +1,861 +26%
CNC
1206
Citizens & Northern Corp
Pennsylvania
$3.02M +$74K +232 +3%
HG
1207
Herbst Group
Connecticut
$3.01M -$351K -1,100 -11%
JWBC
1208
J.W. Burns & Co
New York
$3.01M -$46.3K -145 -2%
CW
1209
CreativeOne Wealth
Kansas
$3.01M -$301K -944 -10%
CCIA
1210
Campbell & Co Investment Adviser
Maryland
$2.98M +$2.84M +8,911 New
GCM
1211
GKV Capital Management
California
$2.98M +$2.84M +8,910 New
BWG
1212
Boomfish Wealth Group
Georgia
$2.97M -$134K -421 -5%
PPWP
1213
Premier Path Wealth Partners
New Jersey
$2.96M -$250K -783 -8%
WAP
1214
Wealthcare Advisory Partners
Pennsylvania
$2.95M -$185K -579 -6%
JGCM
1215
Joseph Group Capital Management
Ohio
$2.94M -$284K -891 -9%
GIS
1216
Graphene Investments SAS
France
$2.94M -$830K -2,600 -23%
CRB
1217
Chad R. Baker
$2.94M +$2.81M +8,790 New
SAM
1218
Smartleaf Asset Management
Massachusetts
$2.94M +$559K +1,753 +25%
Connor, Clark & Lunn Investment Management (CC&L)
1219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$34.8M -109,045 -93%
TSWM
1220
Triangle Securities Wealth Management
North Carolina
$2.93M -$55.8K -175 -2%
SCP
1221
Shorepoint Capital Partners
Massachusetts
$2.9M +$83.3K +261 +3%
LHC
1222
Little House Capital
Massachusetts
$2.89M +$41.2K +129 +2%
SIA
1223
Schechter Investment Advisors
Michigan
$2.88M -$85.2K -267 -3%
CPC
1224
CFC Planning Company
Indiana
$2.88M +$2.75M +8,612 New
BB
1225
Bell Bank
North Dakota
$2.87M -$20.4K -64 -0.7%