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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1426
Consolidated Capital Management
California
$265K
KCPG
1427
Kavar Capital Partners Group
Kansas
$265K
LWA
1428
Lineweaver Wealth Advisors
Ohio
$262K +$236K +1,399 New
FFN
1429
Focus Financial Network
Minnesota
$262K +$236K +1,398 New
HCM
1430
HMS Capital Management
Tennessee
$261K
SMC
1431
Smith, Moore & Co
Missouri
$261K +$234K +1,391 New
HR
1432
Hayden Royal
North Carolina
$259K -$104K -620 -31%
AWA
1433
Arkadios Wealth Advisors
Georgia
$258K +$18.5K +110 +9%
RT
1434
Rockland Trust
Massachusetts
$258K -$20.1K -119 -8%
FL
1435
Fort LP
Maryland
$256K -$416K -2,466 -64%
VNA
1436
Valley National Advisers
Pennsylvania
$256K +$6.57K +39 +3%
EWM
1437
Evermay Wealth Management
Virginia
$255K -$26.1K -155 -10%
LWM
1438
Lenox Wealth Management
Ohio
$255K +$4.55K +27 +2%
SG
1439
Somerset Group
Minnesota
$255K +$229K +1,360 New
SQA
1440
Simon Quick Advisors
New Jersey
$254K +$9.44K +56 +4%
CCMW
1441
Cypress Capital Management (Wyoming)
Wyoming
$253K
BL
1442
Balentine LLC
Georgia
$252K +$55.1K +327 +32%
JF
1443
JSF Financial
California
$252K +$226K +1,343 New
IC
1444
InterOcean Capital
Illinois
$252K +$226K +1,344 New
MCG
1445
MACRO Consulting Group
New Jersey
$252K +$227K +1,349 New
CAN
1446
Claraphi Advisory Network
United States
$251K -$146K -869 -39%
HS
1447
Haafor (Singapore)
Singapore
$249K -$81K -481 -27%
RIS
1448
Retirement Income Solutions
Michigan
$249K +$224K +1,330 New
First Manhattan
1449
First Manhattan
New York
$245K -$27.1K -161 -11%
SSG
1450
Summit Securities Group
New York
$244K +$219K +1,300 New