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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SF
1451
Symphony Financial
Texas
$881K -$1.5M -7,254 -61%
SW
1452
Simplicity Wealth
New Jersey
$879K +$185K +894 +23%
DS
1453
DRW Securities
Illinois
$878K +$429K +2,069 +78%
WRPWM
1454
Werba Rubin Papier Wealth Management
California
$877K -$85.2K -411 -8%
V
1455
ViaWealth
Kansas
$874K -$101K -487 -9%
DWM
1456
Drive Wealth Management
Utah
$872K -$17.6K -85 -2%
CVA
1457
Central Valley Advisors
California
$872K -$573K -2,764 -37%
QWP
1458
Quotient Wealth Partners
Texas
$870K +$110K +529 +13%
GITFIT
1459
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$868K
FC
1460
Fairscale Capital
New Hampshire
$864K -$6.01K -29 -0.6%
LWA
1461
Lineweaver Wealth Advisors
Ohio
$863K -$468K -2,257 -33%
CIA
1462
Cape Investment Advisory
Georgia
$860K -$29.2K -141 -3%
CCG
1463
Cypress Capital Group
Florida
$858K -$299K -1,443 -24%
TCPW
1464
Twin City Private Wealth
North Carolina
$856K +$36.5K +176 +4%
MG
1465
Mather Group
Illinois
$856K -$1.56M -7,508 -62%
T. Rowe Price Investment Management
1466
T. Rowe Price Investment Management
Maryland
$854K -$343M -1,654,759 -100%
KFI
1467
Key Financial Inc
Pennsylvania
$853K +$4.35K +21 +0.5%
MC
1468
Matters Capital
Florida
$849K
PIM
1469
Penobscot Investment Management
Massachusetts
$849K -$142K -684 -13%
DA
1470
Doliver Advisors
Texas
$848K +$78.1K +377 +9%
ACM
1471
Allred Capital Management
Texas
$847K +$55.5K +268 +6%
MLL
1472
Moody Lynn & Lieberson
Massachusetts
$842K -$14.9K -72 -2%
FFG
1473
Fiduciary Financial Group
California
$842K +$231K +1,113 +33%
BB
1474
Bell Bank
North Dakota
$841K -$192K -926 -17%
AAS
1475
Ameritas Advisory Services
Nebraska
$841K -$384K -1,855 -29%