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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1601
GSA Capital Partners
United Kingdom
$531K +$497K +1,956 New
MIC
1602
Meridian Investment Counsel
California
$528K -$20.1K -79 -4%
AFM
1603
Andesa Financial Management
Pennsylvania
$527K -$114K -449 -19%
SICM
1604
Sustainable Insight Capital Management
New York
$526K +$38.1K +150 +8%
HCA
1605
Hyperion Capital Advisors
New York
$525K
SIM
1606
Sonora Investment Management
Arizona
$525K +$46.7K +184 +11%
GF
1607
Gabelli Funds
New York
$522K
FNBOH
1608
First National Bank of Hutchinson
Kansas
$522K +$762 +3 +0.2%
MAM
1609
Magellan Asset Management
Australia
$522K +$11.4K +45 +2%
VWA
1610
Visionary Wealth Advisors
Illinois
$521K -$156K -616 -24%
ACM
1611
Advisors Capital Management
New Jersey
$521K +$28.7K +113 +6%
RGC
1612
Roberts, Glore & Co
Illinois
$520K +$165K +650 +51%
JF
1613
JSF Financial
California
$520K +$182K +717 +60%
VWM
1614
Venturi Wealth Management
Texas
$518K -$136K -537 -22%
BAM
1615
Blueshift Asset Management
New Jersey
$518K +$485K +1,910 New
TC
1616
Truvestments Capital
Florida
$517K +$23.6K +93 +5%
DI
1617
DFPG Investments
Utah
$516K -$371K -1,462 -45%
BCM
1618
Bridgeway Capital Management
Texas
$515K
GSEP
1619
Golden State Equity Partners
California
$515K +$482K +1,896 New
MFG
1620
Magnus Financial Group
New York
$512K +$25.4K +100 +6%
EWM
1621
Evermay Wealth Management
Virginia
$510K -$174K -686 -27%
AIS
1622
AM Investment Strategies
Tennessee
$508K -$3.81K -15 -0.8%
RPWA
1623
Regent Peak Wealth Advisors
Georgia
$506K -$1.27K -5 -0.3%
CCA
1624
Childress Capital Advisors
Texas
$505K -$6.6K -26 -1%
ESCM
1625
Echo Street Capital Management
New York
$500K -$591K -2,328 -56%