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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1476
Visionary Wealth Advisors
Illinois
$684K -$12.5K -61 -2%
SFS
1477
Stiles Financial Services
Minnesota
$682K -$2.04K -10 -0.3%
RMDI
1478
R.M. Davis Inc
Maine
$679K +$3.67K +18 +0.6%
OW
1479
Olistico Wealth
Oklahoma
$678K +$97K +475 +17%
XF
1480
XML Financial
Maryland
$675K +$8.16K +40 +1%
Point72 Asset Management
1481
Point72 Asset Management
Connecticut
$673K -$271M -1,328,167 -100%
ANBT
1482
American National Bank & Trust
Texas
$673K
MSWM
1483
McGlone Suttner Wealth Management
Wisconsin
$669K +$20.8K +102 +3%
MW
1484
Marcum Wealth
Ohio
$668K -$14.5K -71 -2%
AIM
1485
Allen Investment Management
New York
$668K -$6.03M -29,563 -90%
MS
1486
Mizuho Securities
Japan
$668K +$79.6K +390 +14%
BIP
1487
Blueprint Investment Partners
North Carolina
$667K -$234K -1,146 -27%
LB
1488
Leo Brokerage
Texas
$666K -$148K -727 -19%
SIM
1489
Studio Investment Management
Illinois
$661K -$2.65K -13 -0.4%
OP
1490
ORG Partners
Indiana
$661K +$638K +3,127 New
DCM
1491
Dudley Capital Management
Virginia
$657K
WPW
1492
Watershed Private Wealth
Illinois
$656K -$42.1K -206 -6%
CPC
1493
Congress Park Capital
New York
$656K -$30.6K -150 -5%
FMWA
1494
Forvis Mazars Wealth Advisors
Missouri
$655K +$18.8K +92 +3%
PA
1495
Probity Advisors
Texas
$654K +$632K +3,097 New
FFS
1496
Founders Financial Securities
Maryland
$652K +$25.7K +126 +4%
CP
1497
Covenant Partners
Tennessee
$652K
AC
1498
Avory & Company
Florida
$649K -$157K -767 -20%
BWM
1499
Baron Wealth Management
Michigan
$649K +$4.9K +24 +0.8%
ICG
1500
InterOcean Capital Group
Tennessee
$645K -$14.3K -70 -2%