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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1301
Bordeaux Wealth Advisors
California
$802K +$877K +3,605 New
LSV Asset Management
1302
LSV Asset Management
Illinois
$801K
OL
1303
Optas LLC
Texas
$800K -$186K -765 -18%
NL
1304
NWAM LLC
Washington
$799K +$874K +3,592 New
SWA
1305
SOA Wealth Advisors
New York
$796K +$818K +3,365 New
FF
1306
FourThought Financial
Florida
$789K +$863K +3,548 New
JCM
1307
Jacobi Capital Management
Pennsylvania
$788K +$363K +1,492 +73%
TFGT
1308
TS Financial Group (TSFG)
Illinois
$781K +$31.6K +130 +4%
NSB
1309
Norway Savings Bank
Maine
$780K +$145K +595 +20%
KLWA
1310
Kelly Lawrence W & Associates
California
$779K -$2.11M -8,660 -71%
PM
1311
Parametrica Management
Hong Kong
$779K +$851K +3,500 New
SCI
1312
S&CO Inc
Massachusetts
$777K -$20.7K -85 -2%
SFO
1313
Standard Family Office
South Dakota
$776K +$848K +3,489 New
SG
1314
Swarthmore Group
Pennsylvania
$771K -$9.34M -38,420 -92%
SC
1315
Savant Capital
Illinois
$771K +$28.7K +118 +4%
OIA
1316
OneDigital Investment Advisors
Kansas
$770K +$556K +2,285 +194%
HWA
1317
HCR Wealth Advisors
California
$768K +$174K +717 +26%
LB
1318
Leo Brokerage
Texas
$766K +$52K +214 +7%
SWP
1319
Strategic Wealth Partners
Ohio
$763K +$283K +1,163 +51%
MIH
1320
Meitav Investment House
Israel
$758K -$150K -615 -15%
CAGAS
1321
Capital Advisory Group Advisory Services
Minnesota
$756K +$728K +2,995 +741%
CPIG
1322
Chicago Partners Investment Group
Illinois
$751K +$134K +550 +20%
OFG
1323
Oxford Financial Group
Indiana
$749K -$3.65K -15 -0.4%
ST
1324
Smithfield Trust
Pennsylvania
$748K +$38.4K +158 +5%
SFPG
1325
Stonebridge Financial Planning Group
Florida
$746K +$48.6K +200 +6%