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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1526
Spire Wealth Management
Virginia
$577K -$133K -757 -17%
AA
1527
Alta Advisers
United Kingdom
$575K – – –
AAS
1528
Annex Advisory Services
Wisconsin
$574K -$10.8M -61,383 -94%
CCM
1529
Copeland Capital Management
Pennsylvania
$571K -$13.4K -76 -2%
BWM
1530
BigSur Wealth Management
Florida
$570K -$648K -3,683 -50%
CWM
1531
Concentrum Wealth Management
California
$567K +$227K +1,292 +55%
SFG
1532
Stonebridge Financial Group
California
$566K +$635K +3,609 New
MPWS
1533
McCarter Private Wealth Services
Massachusetts
$563K -$239K -1,362 -27%
ESB
1534
Essex Savings Bank
Connecticut
$562K -$114K -650 -15%
PFWA
1535
Paces Ferry Wealth Advisors
Georgia
$561K -$43.4K -247 -6%
RCAG
1536
Rehmann Capital Advisory Group
Michigan
$559K -$130K -738 -17%
VA
1537
Valmark Advisers
Ohio
$556K -$115K -656 -16%
LAM
1538
LOM Asset Management
$554K +$37.1K +211 +6%
TCWA
1539
Turtle Creek Wealth Advisors
Texas
$554K -$724K -4,120 -54%
T. Rowe Price Investment Management
1540
T. Rowe Price Investment Management
Maryland
$553K -$183K -1,042 -23%
WPC
1541
White Pine Capital
Minnesota
$551K +$170K +967 +38%
BTD
1542
BankPlus Trust Department
Mississippi
$550K -$1.4M -7,970 -69%
UFA
1543
Unify Financial Advisors
Florida
$550K +$144K +818 +30%
SW
1544
Simplicity Wealth
New Jersey
$549K -$212K -1,203 -26%
WAG
1545
Wallace Advisory Group
California
$548K +$75.3K +428 +14%
MA
1546
MCF Advisors
Kentucky
$547K +$160K +912 +35%
NL
1547
NWAM LLC
Washington
$547K +$32.7K +186 +6%
WAM
1548
Watershed Asset Management
California
$546K +$613K +3,488 New
DA
1549
Doliver Advisors
Texas
$546K -$186K -1,060 -23%
SPWG
1550
Sage Private Wealth Group
Illinois
$546K +$31.7K +180 +5%