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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1251
Doheny Asset Management
California
$1.8M +$1.87M +6,998 New
BWAM
1252
Boyd Watterson Asset Management
Ohio
$1.8M -$112K -418 -6%
CCG
1253
Cypress Capital Group
Florida
$1.79M -$13.4K -50 -0.7%
GI
1254
GS Investments
Minnesota
$1.79M -$6.15K -23 -0.3%
EWM
1255
Elmwood Wealth Management
California
$1.78M -$10.7K -40 -0.6%
KAS
1256
KPP Advisory Services
Kentucky
$1.78M +$130K +487 +8%
WIM
1257
Waverton Investment Management
United Kingdom
$1.78M -$660K -2,465 -26%
BM
1258
Brandywine Managers
Delaware
$1.78M
CWAG
1259
Compton Wealth Advisory Group
Virginia
$1.78M +$43.3K +162 +2%
PJSIMP
1260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$4.01K +15 +0.2%
C
1261
Certuity
Florida
$1.78M +$127K +474 +7%
1W
1262
1776 Wealth
Georgia
$1.76M +$57.8K +216 +3%
OWMIAS
1263
One Wealth Management Investment & Advisory Services
Florida
$1.76M +$30.5K +114 +2%
WPW
1264
Waldron Private Wealth
Pennsylvania
$1.76M +$9.1K +34 +0.5%
NG
1265
Northstar Group
New York
$1.76M
ACP
1266
Aviance Capital Partners
Florida
$1.74M -$68.8K -257 -4%
Koshinski Asset Management
1267
Koshinski Asset Management
Illinois
$1.73M -$262K -978 -12%
GWMIA
1268
Global Wealth Management Investment Advisory
Florida
$1.73M +$149K +557 +9%
HT
1269
Heritage Trust
Oklahoma
$1.73M +$51.4K +192 +3%
FMI
1270
F/M Investments
District of Columbia
$1.72M -$104K -387 -5%
LS
1271
Leelyn Smith
Illinois
$1.72M +$133K +496 +8%
GM
1272
Granger Management
New York
$1.71M +$538K +2,010 +43%
CFGS
1273
Concourse Financial Group Securities
Alabama
$1.71M +$219K +819 +14%
PAM
1274
Paradigm Asset Management
New York
$1.71M +$776K +2,900 +77%
NFG
1275
Nations Financial Group
Iowa
$1.71M +$52.7K +197 +3%