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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1651
Peterson Wealth Services
Utah
$372K -$23K -136 -7%
SIM
1652
SSI Investment Management
California
$372K -$81.9K -485 -21%
PB
1653
Pinnacle Bancorp
Nebraska
$372K -$8.45K -50 -3%
AT
1654
Avalon Trust
New Mexico
$371K +$314K +1,856 New
KI
1655
Kula Investments
Illinois
$370K -$691K -4,090 -69%
SWRP
1656
Summit Wealth & Retirement Planning
California
$370K -$195K -1,157 -38%
EP
1657
Eudaimonia Partners
Tennessee
$368K -$12.5K -74 -4%
WFAG
1658
Worth Financial Advisory Group
North Carolina
$366K +$6.59K +39 +2%
WAM
1659
WNY Asset Management
New York
$366K -$8.45K -50 -3%
HT
1660
Headlands Technologies
Illinois
$366K +$309K +1,832 New
SIA
1661
Strategic Investment Advisors
Michigan
$365K +$47.6K +282 +18%
LWA
1662
Lineweaver Wealth Advisors
Ohio
$365K -$29.7K -176 -9%
AFM
1663
Andesa Financial Management
Pennsylvania
$362K +$420K +2,484 +99%
ASFA
1664
All Season Financial Advisors
Colorado
$362K +$306K +1,813 New
CAM
1665
Cubic Asset Management
Massachusetts
$360K
ANTB
1666
AMG National Trust Bank
Colorado
$359K -$32.9K -195 -10%
PWAG
1667
Polaris Wealth Advisory Group
California
$358K +$1.69K +10 +0.6%
DFA
1668
Delta Financial Advisors
Louisiana
$355K
SFPG
1669
Stonebridge Financial Planning Group
Florida
$353K -$88.8K -526 -23%
Group One Trading
1670
Group One Trading
Illinois
$353K -$18.7M -110,529 -98%
AWM
1671
Accel Wealth Management
Iowa
$353K -$16.9K -100 -5%
I
1672
InceptionR
California
$352K +$298K +1,762 New
DWA
1673
Dougherty Wealth Advisers
Minnesota
$352K
PP
1674
Patron Partners
Texas
$351K -$21.3K -126 -7%
SW
1675
SlateStone Wealth
Florida
$351K +$297K +1,756 New