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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1401
Bowman & Company
Wisconsin
$672K +$159K +939 +39%
PP
1402
PDS Planning
Ohio
$671K +$271K +1,606 +92%
V
1403
ViaWealth
Kansas
$667K
CAS
1404
Coppell Advisory Solutions
Texas
$665K +$541K +3,202 +1,779%
CASC
1405
Coppell Advisory Solutions Corp
Texas
$665K +$541K +3,202 +1,779%
NAS
1406
Nicolet Advisory Services
Wisconsin
$665K +$57.9K +343 +11%
AWE
1407
Avidian Wealth Enterprises
Texas
$664K -$77.4K -458 -12%
ACH
1408
ArrowMark Colorado Holdings
Colorado
$663K
WPW
1409
Watershed Private Wealth
Illinois
$662K +$169 +1 +0%
BSW
1410
Buckingham Strategic Wealth
Missouri
$660K
VWA
1411
Visionary Wealth Advisors
Illinois
$659K +$50.8K +301 +10%
SCA
1412
STALEY CAPITAL ADVISERS
Pennsylvania
$657K +$56.9K +337 +11%
Wealth Enhancement Advisory Services
1413
Wealth Enhancement Advisory Services
Minnesota
$657K +$556K +3,289 New
WC
1414
Weil Company
California
$654K -$129K -763 -19%
SWA
1415
Strata Wealth Advisors
Texas
$652K
LAM
1416
Lingohr Asset Management
Germany
$651K +$551K +3,261 New
CPC
1417
Congress Park Capital
New York
$650K -$583K -3,450 -51%
CMI
1418
Clare Market Investments
Texas
$648K -$567K -3,358 -51%
SFS
1419
Stiles Financial Services
Minnesota
$646K -$57.4K -340 -10%
MW
1420
Marcum Wealth
Ohio
$646K +$97.5K +577 +22%
B
1421
Bellecapital
Switzerland
$646K +$29.1K +172 +6%
GF
1422
Gabelli Funds
New York
$644K +$40.5K +240 +8%
MMG
1423
Monetary Management Group
Missouri
$639K
RMDI
1424
R.M. Davis Inc
Maine
$638K -$13.7K -81 -2%
DC
1425
DeDora Capital
California
$637K +$116K +688 +28%