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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1526
Kore Private Wealth
New York
$180K -$60K -356 -27%
PWMG
1527
Prestige Wealth Management Group
New Jersey
$179K -$93.5K -555 -37%
HWA
1528
HHM Wealth Advisors
Tennessee
$171K
TL
1529
TrueWealth LLC
Georgia
$167K
MCM
1530
Manchester Capital Management
Vermont
$165K
CFD
1531
Creative Financial Designs
Indiana
$165K +$138K +821 +1,368%
FMII
1532
Farmers & Merchants Investments Inc
Nebraska
$164K +$42.1K +250 +40%
AWM
1533
Apollon Wealth Management
South Carolina
$162K +$146K +867 New
PFBT
1534
Parkside Financial Bank & Trust
Missouri
$160K -$17.4K -103 -11%
AP
1535
Arlington Partners
Alabama
$158K -$2.53K -15 -2%
FANJ
1536
Financial Architects (New Jersey)
New Jersey
$153K -$10.4K -62 -7%
ANBT
1537
American National Bank & Trust
Texas
$150K
AIM
1538
Anchor Investment Management
South Carolina
$144K +$46.2K +274 +56%
Cohen & Steers
1539
Cohen & Steers
New York
$142K -$329K -1,955 -72%
MAWCM
1540
Mine & Arao Wealth Creation & Management
California
$140K
BFC
1541
Bedel Financial Consulting
Indiana
$136K
PIMG
1542
Patriot Investment Management Group
Tennessee
$135K +$121K +720 New
HIM
1543
Hillsdale Investment Management
Ontario, Canada
$131K -$23.6K -140 -17%
FWM
1544
Focused Wealth Management
New York
$131K
RIM
1545
Rockbridge Investment Management
New York
$129K +$116K +690 New
SIMG
1546
Stephens Investment Management Group
Texas
$127K
CI
1547
CX Institutional
Indiana
$125K +$92.5K +549 +461%
C
1548
Cerebellum
California
$125K +$207K +1,227 New
CMBA
1549
C.M. Bidwell & Associates
Hawaii
$123K -$433K -2,570 -80%
RFA
1550
Reilly Financial Advisors
California
$123K +$18.7K +111 +20%