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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1476
Karani Asset Management
New York
$836K +$374K +1,806 +68%
BF
1477
bLong Financial
Tennessee
$831K -$10.4K -50 -1%
SWM
1478
Spire Wealth Management
Virginia
$829K -$86.6K -418 -9%
LWL
1479
Leo Wealth LLC
Texas
$828K -$249K -1,202 -21%
NA
1480
Navellier & Associates
Nevada
$825K -$59.5K -287 -6%
RCAG
1481
Rehmann Capital Advisory Group
Michigan
$825K -$53.2K -257 -5%
NF
1482
Nvest Financial
New Hampshire
$825K +$70.4K +340 +8%
NPT
1483
National Philanthropic Trust
Pennsylvania
$825K -$36.5K -176 -4%
AFO
1484
Arrowroot Family Office
California
$825K -$147K -708 -14%
TAFW
1485
Tred Avon Family Wealth
Maryland
$824K -$357K -1,721 -28%
CIAS
1486
Capital Investment Advisory Services
North Carolina
$819K +$288K +1,388 +46%
SS
1487
Sunbelt Securities
Texas
$819K +$21.3K +103 +2%
CS
1488
Crescent Sterling
Louisiana
$818K +$126K +609 +16%
MDA
1489
Minot DeBlois Advisors
Massachusetts
$818K +$22.8K +110 +3%
VDC
1490
Van Diest Capital
Iowa
$815K +$375K +1,809 +71%
BWP
1491
BSW Wealth Partners
Colorado
$815K -$47.2K -228 -5%
BHC
1492
Bull Harbor Capital
Maryland
$814K +$904K +4,361 New
SW
1493
SVB Wealth
Massachusetts
$813K -$230K -1,108 -20%
YDMI
1494
Y.D. More Investments
Israel
$809K -$937K -4,522 -51%
V
1495
VeraBank
Texas
$807K -$1.17M -5,657 -57%
CRWM
1496
Castle Rock Wealth Management
California
$805K +$382K +1,843 +75%
Financial Engines Advisors
1497
Financial Engines Advisors
California
$803K -$186K -899 -17%
IAIM
1498
International Assets Investment Management
Florida
$801K -$60.3K -291 -6%
HTI
1499
Hikari Tsushin Inc
Japan
$801K +$136K +657 +18%
WFA
1500
WJ Financial Advisors
Connecticut
$800K +$269K +1,300 +44%