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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
1476
David J. Yvars Group
Florida
$574K
CF
1477
Copperwynd Financial
Arizona
$569K +$78.1K +339 +17%
EWM
1478
Empirical Wealth Management
Washington
$566K +$65K +282 +14%
WWM
1479
Windsor Wealth Management
Indiana
$566K +$184K +798 +53%
KP
1480
Keel Point
Alabama
$565K +$10.8K +47 +2%
HI
1481
Hoey Investments
Pennsylvania
$564K -$206K -894 -28%
CAGAS
1482
Capital Advisory Group Advisory Services
Minnesota
$562K -$45.9K -199 -8%
GSBTD
1483
Glenview State Bank Trust Department
Illinois
$562K
PA
1484
Parkside Advisors
California
$562K
SAM
1485
Sequent Asset Management
Texas
$561K +$230 +1 +0%
DIM
1486
Delta Investment Management
California
$560K +$7.61K +33 +1%
RWP
1487
RWA Wealth Partners
Massachusetts
$558K -$14.5K -63 -3%
SHWM
1488
Silicon Hills Wealth Management
Texas
$558K -$1.15K -5 -0.2%
MCA
1489
Magnolia Capital Advisors
Mississippi
$556K +$22.4K +97 +4%
SC
1490
Saturna Capital
Washington
$555K +$89.9K +390 +21%
AWM
1491
Atticus Wealth Management
Florida
$549K -$13.8K -60 -3%
SWA
1492
Sutton Wealth Advisors
Florida
$548K +$22.6K +98 +5%
BS
1493
Boenning & Scattergood
Pennsylvania
$548K -$166K -720 -24%
WOC
1494
West Oak Capital
California
$548K
WCM
1495
WealthBridge Capital Management
Ohio
$548K +$461 +2 +0.1%
HCM
1496
Hengehold Capital Management
Ohio
$547K
GJIC
1497
Gamble Jones Investment Counsel
California
$546K -$34.6K -150 -6%
Fayez Sarofim & Co
1498
Fayez Sarofim & Co
Texas
$545K -$2.31K -10 -0.4%
EP
1499
Eudaimonia Partners
Tennessee
$544K +$2.54K +11 +0.5%
VFM
1500
Vivid Financial Management
California
$544K +$16.1K +70 +3%