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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1501
Thompson Siegel & Walmsley
Virginia
$57K
WAP
1502
Wealthcare Advisory Partners
Pennsylvania
$57K +$12.7K +74 +23%
BDWM
1503
Brewin Dolphin Wealth Management
Ireland
$55.4K
GWS
1504
Glassman Wealth Services
Virginia
$54K +$2.23K +13 +4%
CC
1505
Cognios Capital
Kansas
$54K +$64.5K +376 New
AWM
1506
AllSquare Wealth Management
New York
$53K
LWA
1507
Lenox Wealth Advisors
New York
$49K +$11.5K +67 +25%
CCM
1508
Cox Capital Management
Massachusetts
$49K +$51.4K +300 New
AssetMark Inc
1509
AssetMark Inc
California
$47K -$171 -1 -0.3%
PCTC
1510
Perkins Coie Trust Company
Washington
$47K +$1.37K +8 +3%
CFN
1511
Cordasco Financial Network
Florida
$46K +$4.63K +27 +9%
IA
1512
IndexIQ Advisors
New York
$43K +$857 +5 +2%
CM
1513
Caption Management
Oklahoma
$43K +$51.4K +300 New
CAC
1514
Certified Advisory Corp
Florida
$42K
Kayne Anderson Rudnick Investment Management
1515
Kayne Anderson Rudnick Investment Management
California
$42K +$34.3K +200 +225%
CS
1516
Capital Square
Tennessee
$41K +$49.2K +287 New
HI
1517
Hudock Inc
Pennsylvania
$40K
PMFA
1518
Plante Moran Financial Advisors
Michigan
$40K +$7.37K +43 +18%
HR
1519
Howe & Rusling
New York
$39K +$4.8K +28 +12%
TVWM
1520
Tower View Wealth Management
Wisconsin
$37K
LWM
1521
Liberty Wealth Management
California
$37K +$1.2K +7 +3%
FCMT
1522
Founders Capital Management (Texas)
Texas
$36K
FWM
1523
FSA Wealth Management
Massachusetts
$36K
KIG
1524
Kessler Investment Group
Indiana
$36K
WCG
1525
Weaver Consulting Group
California
$36K +$19.2K +112 +81%