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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1451
1834 Investment Advisors
Wisconsin
$826K +$95.1K +440 +12%
FI
1452
Financial Insights
Washington
$825K +$133K +615 +18%
MFP
1453
Meridian Financial Partners
Virginia
$823K -$9.72K -45 -1%
JE
1454
JMAC Enterprises
Pennsylvania
$821K -$7.35K -34 -0.8%
ESB
1455
Essex Savings Bank
Connecticut
$819K -$62.4K -289 -7%
BWM
1456
BigSur Wealth Management
Florida
$817K +$49.7K +230 +6%
VAFP
1457
Vahanian & Associates Financial Planning
New York
$808K
CBT
1458
Central Bank & Trust
Kentucky
$807K -$33.5K -155 -4%
BDFN
1459
Bond & Devick Financial Network
Minnesota
$800K
TYCC
1460
Texas Yale Capital Corp
Florida
$799K
NDSI
1461
Newman Dignan & Sheerar Inc
Rhode Island
$787K +$5.62K +26 +0.7%
I
1462
InceptionR
California
$784K +$299K +1,386 +56%
AAM
1463
Augustine Asset Management
Florida
$784K -$1.3K -6 -0.2%
VBCG
1464
Valley Brook Capital Group
Pennsylvania
$783K +$21.6K +100 +3%
BC
1465
Bowman & Company
Wisconsin
$782K +$83.4K +386 +11%
AC
1466
AlphaCore Capital
California
$781K +$179K +828 +27%
OIM
1467
Oder Investment Management
California
$781K
PI
1468
PFG Investments
New York
$778K -$432 -2 -0.1%
HFM
1469
Harvest Fund Management
China
$775K +$456K +2,112 +123%
LCM
1470
LCM Capital Management
Illinois
$768K +$45.4K +210 +6%
GEA
1471
Glen Eagle Advisors
New Jersey
$768K -$4.97K -23 -0.6%
CCFP
1472
Charles Carroll Financial Partners
Massachusetts
$760K +$54K +250 +7%
PIA
1473
Perennial Investment Advisors
California
$758K -$83.4K -386 -9%
AWAG
1474
ARS Wealth Advisors Group
Florida
$758K +$45.4K +210 +6%
RWA
1475
Ropes Wealth Advisors
Massachusetts
$758K -$25.9K -120 -3%