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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1251
American National Bank & Trust
Texas
$76K +$78.4K +500 New
SFG
1252
SevenBridge Financial Group
Pennsylvania
$74K
CIAS
1253
Capital Investment Advisory Services
North Carolina
$73K +$45.6K +291 +167%
BDWM
1254
Brewin Dolphin Wealth Management
Ireland
$72.7K +$14.7K +94 +24%
RFA
1255
Reilly Financial Advisors
California
$72K
HI
1256
Hudock Inc
Pennsylvania
$69K +$14.6K +93 +26%
HDIM
1257
Hanson & Doremus Investment Management
Vermont
$68K
MUS
1258
Mitsubishi UFJ Securities
Japan
$67K -$18.8K -120 -21%
BWP
1259
Baldwin Wealth Partners
Massachusetts
$66K +$3.76K +24 +6%
IWA
1260
IBEX Wealth Advisors
New Jersey
$63K +$66K +421 New
1832 Asset Management
1261
1832 Asset Management
Ontario, Canada
$61K -$83.2M -530,710 -100%
GFPC
1262
Global Financial Private Capital
Florida
$61K -$1.53M -9,793 -96%
SIAP
1263
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K
IFAM
1264
Institutional & Family Asset Management
Colorado
$61K +$2.35K +15 +4%
SIM
1265
Sonora Investment Management
Arizona
$61K +$4.39K +28 +7%
NCM
1266
Next Capital Management
New York
$61K +$50.8K +324 +405%
MCM
1267
Manchester Capital Management
Vermont
$58K
AWM
1268
AllSquare Wealth Management
New York
$56K +$15.7K +100 +37%
SMFS
1269
Squar Milner Financial Services
California
$55K
BC
1270
Bartlett & Co
Ohio
$55K +$313 +2 +0.6%
GAM
1271
Griffin Asset Management
New York
$55K +$56.4K +360 New
BCWM
1272
Bartlett & Co Wealth Management
Ohio
$54.9K +$313 +2 +0.6%
WPA
1273
West Paces Advisors
Georgia
$53.7K
WAP
1274
Wealthcare Advisory Partners
Pennsylvania
$53K +$4.7K +30 +9%
RA
1275
Rational Advisors
New York
$51K -$2.07M -13,233 -98%