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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1601
Valmark Advisers
Ohio
$537K +$31K +144 +6%
FW
1602
FirstPurpose Wealth
Utah
$535K +$46.7K +217 +9%
AWM
1603
Atticus Wealth Management
Florida
$535K +$83.3K +387 +18%
AP
1604
Adero Partners
California
$532K -$1.94K -9 -0.4%
GSC
1605
G&S Capital
Colorado
$531K -$435K -2,019 -45%
IAMH
1606
IvyRock Asset Management (HK)
Hong Kong
$531K +$538K +2,500 New
Fayez Sarofim & Co
1607
Fayez Sarofim & Co
Texas
$530K +$14.2K +66 +3%
KFI
1608
Key Financial Inc
Pennsylvania
$527K
JF
1609
Jump Financial
Illinois
$521K -$367K -1,706 -41%
BPFA
1610
Barnes Pettey Financial Advisors
Mississippi
$520K
ICG
1611
InterOcean Capital Group
Tennessee
$516K +$646 +3 +0.1%
CIA
1612
Choate Investment Advisors
Massachusetts
$512K +$3.23K +15 +0.6%
ISWM
1613
Independent Solutions Wealth Management
New York
$511K +$26.5K +123 +5%
DJYG
1614
David J. Yvars Group
Florida
$510K -$18.3K -85 -3%
ABC
1615
Associated Banc-Corp
Wisconsin
$510K +$6.67K +31 +1%
HCM
1616
Hodges Capital Management
Texas
$510K +$151K +700 +41%
JM
1617
Jeneq Management
New York
$510K +$517K +2,400 New
HCM
1618
Harvey Capital Management
Florida
$509K
MGIM
1619
M&G Investment Management
United Kingdom
$508K -$30.3K -141 -6%
SWA
1620
SOA Wealth Advisors
New York
$508K -$18.7K -87 -4%
PHS
1621
Pekin Hardy Strauss
Illinois
$508K +$257K +1,192 +99%
ES
1622
Eagle Strategies
New York
$504K -$96.8K -450 -16%
MIC
1623
Meridian Investment Counsel
California
$504K
EP
1624
Eudaimonia Partners
Tennessee
$503K +$510K +2,368 New
FWP
1625
FAS Wealth Partners
Kansas
$502K +$1.72K +8 +0.3%