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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
1251
Jamison Private Wealth Management
Georgia
$1.89M +$130K +506 +8%
MAM
1252
Maytree Asset Management
Hong Kong
$1.89M -$756K -2,950 -30%
CAMV
1253
Concord Asset Management (Virginia)
Virginia
$1.89M +$262K +1,024 +17%
NIWA
1254
New Insight Wealth Advisors
California
$1.89M -$404K -1,578 -19%
9WM
1255
9258 Wealth Management
Ohio
$1.89M -$104K -406 -6%
Koshinski Asset Management
1256
Koshinski Asset Management
Illinois
$1.88M
ZF
1257
Zhang Financial
Michigan
$1.88M +$785K +3,064 +81%
CCG
1258
Cypress Capital Group
Florida
$1.87M -$37.4K -146 -2%
ACP
1259
Aviance Capital Partners
Florida
$1.86M +$8.45K +33 +0.5%
FG
1260
Fiduciary Group
Georgia
$1.86M -$420K -1,640 -19%
CCS
1261
Concentric Capital Strategies
Connecticut
$1.86M -$4.61M -17,996 -73%
UWM
1262
Udine Wealth Management
Florida
$1.85M +$1.74M +6,777 New
NG
1263
Northstar Group
New York
$1.85M -$19.2K -75 -1%
SWMG
1264
Signature Wealth Management Group
Georgia
$1.85M +$192K +748 +12%
MSR
1265
Main Street Research
Connecticut
$1.85M +$1.27M +4,969 +280%
SC
1266
Saturna Capital
Washington
$1.85M +$51.2K +200 +3%
TPI
1267
Trust Point Inc
Wisconsin
$1.84M +$447K +1,744 +35%
AFG
1268
Argent Financial Group
Louisiana
$1.84M +$1.72M +6,708 New
FMI
1269
F/M Investments
District of Columbia
$1.84M -$12.6K -49 -0.7%
NFG
1270
Nations Financial Group
Iowa
$1.84M +$14.9K +58 +0.9%
PM
1271
Parametrica Management
Hong Kong
$1.83M +$1.72M +6,700 New
SFCL
1272
Strengthening Families & Communities LLC
Massachusetts
$1.83M +$126K +490 +8%
RB
1273
Renasant Bank
Mississippi
$1.83M -$240K -937 -12%
GXJ
1274
Global X Japan
Japan
$1.83M +$164K +642 +11%
TAM
1275
Tealwood Asset Management
Minnesota
$1.83M +$1.71M +6,676 New