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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1501
Aigen Investment Management
New York
$1.81M +$1.73M +5,425 New
1C
1502
111 Capital
France
$1.81M +$1.73M +5,409 New
KCM
1503
KRS Capital Management
Michigan
$1.79M -$18.8K -59 -1%
CCG
1504
Coastwise Capital Group
California
$1.79M -$128K -401 -7%
KMWM
1505
Keudell/Morrison Wealth Management
Oregon
$1.79M -$5.11K -16 -0.3%
CIA
1506
Choate Investment Advisors
Massachusetts
$1.79M +$381K +1,193 +29%
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$1.78M +$55.5K +174 +3%
BC
1508
Bowman & Company
Wisconsin
$1.78M +$69.9K +219 +4%
PCG
1509
Prosperity Consulting Group
Maryland
$1.77M +$103K +324 +7%
IIM
1510
InTrack Investment Management
Vermont
$1.77M -$85.8K -269 -5%
FAM
1511
Fred Alger Management
New York
$1.76M -$121K -379 -7%
SCA
1512
St. Clair Advisors
Ohio
$1.76M +$25.5K +80 +2%
PPWM
1513
Paragon Private Wealth Management
Kentucky
$1.76M +$127K +397 +8%
Financial Engines Advisors
1514
Financial Engines Advisors
California
$1.76M +$1.07M +3,351 +176%
GCM
1515
Geneva Capital Management
Wisconsin
$1.76M -$119K -373 -7%
GCM
1516
Generation Capital Management
New York
$1.75M +$1.67M +5,238 New
TIM
1517
Thor Investment Management
Ohio
$1.75M +$13.1K +41 +0.8%
CFP
1518
Catalyst Financial Partners
Massachusetts
$1.74M +$67K +210 +4%
B
1519
Birchbrook
Maine
$1.74M -$35.1K -110 -2%
SP
1520
Stonebrook Private
Michigan
$1.74M -$139K -436 -8%
SC
1521
Sapient Capital
Indiana
$1.73M -$19.5K -61 -1%
NAS
1522
Nicolet Advisory Services
Wisconsin
$1.73M +$136K +426 +8%
LCWM
1523
Legacy Capital Wealth Management
Texas
$1.73M +$1.65M +5,178 New
PWM
1524
Palacios Wealth Management
Florida
$1.73M +$1.71M +5,346 New
NAMNJ
1525
NorthStar Asset Management (New Jersey)
New Jersey
$1.73M +$131K +411 +9%