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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1351
Monetta Financial Services
Illinois
$951K +$204K +1,000 +29%
BIM
1352
Bridges Investment Management
Nebraska
$944K -$788K -3,859 -46%
BL
1353
BFSG LLC
California
$944K +$34.1K +167 +4%
GAG
1354
Goodman Advisory Group
Massachusetts
$943K -$2.01M -9,862 -69%
RB
1355
Renasant Bank
Mississippi
$941K -$432K -2,117 -32%
CT
1356
Coastline Trust
Rhode Island
$940K +$908K +4,448 New
PA
1357
PSI Advisors
Florida
$936K -$163K -800 -15%
E
1358
Ergoteles
New York
$935K -$1.55M -7,595 -63%
WIS
1359
Wright Investors Service
Connecticut
$927K -$58K -284 -6%
AG
1360
Ascent Group
Virginia
$924K -$66.3K -325 -7%
ATPW
1361
Ashton Thomas Private Wealth
Arizona
$915K +$339K +1,660 +62%
ESB
1362
Essex Savings Bank
Connecticut
$914K -$112K -547 -11%
MFP
1363
Meridian Financial Partners
Virginia
$912K +$18.4K +90 +2%
CW
1364
CIC Wealth
Maryland
$910K -$204 -1 -0%
1SB
1365
1ST Source Bank
Indiana
$909K -$25.3K -124 -3%
IRC
1366
Investors Research Corp
Georgia
$906K
SFCL
1367
Strengthening Families & Communities LLC
Massachusetts
$898K +$868K +4,253 New
CWM
1368
Chemistry Wealth Management
New York
$895K +$19.6K +96 +2%
GLR
1369
Great Lakes Retirement
Ohio
$893K -$20.8K -102 -2%
6F
1370
626 Financial
Michigan
$891K -$14.7K -72 -2%
AC
1371
Avestar Capital
New York
$886K +$61.6K +302 +8%
RBC
1372
Romano Brothers & Co
Illinois
$883K +$20.4K +100 +2%
WJWM
1373
Williams Jones Wealth Management
New York
$874K -$198K -972 -19%
CBT
1374
Central Bank & Trust
Kentucky
$874K +$95.1K +466 +13%
PIA
1375
Perennial Investment Advisors
California
$872K -$26.3K -129 -3%