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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
1576
Garden State Investment Advisory Services
New Jersey
$449K +$6.92K +41 +2%
SFO
1577
Stokes Family Office
Louisiana
$447K -$102K -606 -21%
WAS
1578
WESPAC Advisors SoCal
California
$446K -$22.8K -135 -6%
PWM
1579
Prentice Wealth Management
New York
$446K +$22.3K +132 +6%
CWM
1580
Centurion Wealth Management
Virginia
$446K +$103K +612 +38%
SAG
1581
Spotlight Asset Group
Illinois
$440K +$464K +2,748 New
RFN
1582
Redwood Financial Network
Ohio
$438K -$1.52K -9 -0.4%
SICM
1583
Sustainable Insight Capital Management
New York
$438K +$74.5K +441 +25%
SMA
1584
Sage Mountain Advisors
Georgia
$437K +$110K +652 +43%
ST
1585
Smithfield Trust
Pennsylvania
$435K -$159K -942 -30%
AIA
1586
Angeles Investment Advisors
California
$433K +$27K +160 +8%
JCIA
1587
Jackson Creek Investment Advisors
Colorado
$432K +$365K +2,161 New
SWA
1588
SOA Wealth Advisors
New York
$430K -$18.6K -110 -5%
WC
1589
Waterloo Capital
Texas
$430K +$364K +2,153 New
CIM
1590
CIM Investment Management
Pennsylvania
$429K -$459K -2,717 -56%
GAMC
1591
Garner Asset Management Corp
Texas
$428K +$16.9K +100 +5%
APW
1592
Austin Private Wealth
Texas
$427K +$44.4K +263 +14%
IGGA
1593
Iron Gate Global Advisors
Utah
$426K -$21.8K -129 -6%
TWM
1594
Tolleson Wealth Management
Texas
$425K -$84.5K -500 -19%
SWM
1595
Salvus Wealth Management
New Jersey
$423K +$50.5K +299 +16%
IF
1596
Intrua Financial
Texas
$421K -$64.5K -382 -15%
CIAS
1597
Capital Investment Advisory Services
North Carolina
$421K -$59.3K -351 -14%
VAFP
1598
Vahanian & Associates Financial Planning
New York
$421K +$356K +2,105 New
BBNA
1599
Bremer Bank National Association
Minnesota
$420K -$17.7K -105 -5%
CFO
1600
Collective Family Office
Pennsylvania
$420K -$3.88K -23 -1%