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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1676
Exane Asset Management
France
$717K +$747K +2,790 New
EWM
1677
Evermay Wealth Management
Virginia
$714K +$241K +900 +48%
AIA
1678
Angeles Investment Advisors
California
$713K +$56.5K +211 +8%
MC
1679
Mathes Company
New York
$701K -$26.8K -100 -4%
ACGA
1680
Atlanta Consulting Group Advisors
Georgia
$698K -$134K -500 -16%
SGA
1681
Seaport Global Advisors
Massachusetts
$698K – – –
HNW
1682
High Note Wealth
Minnesota
$697K +$12.8K +48 +2%
MSWM
1683
McGlone Suttner Wealth Management
Wisconsin
$696K -$56.5K -211 -7%
AA
1684
Alta Advisers
United Kingdom
$694K – – –
OCM
1685
Osterweis Capital Management
California
$693K -$26.8K -100 -4%
OFS
1686
OneAscent Financial Services
Alabama
$691K +$57.5K +215 +9%
BWA
1687
Blodgett Wealth Advisors
California
$691K -$54.9K -205 -7%
APW
1688
Austin Private Wealth
Texas
$691K -$27.8K -104 -4%
PCM
1689
Poehling Capital Management
Wisconsin
$689K +$717K +2,681 New
CAM
1690
Carret Asset Management
New York
$689K +$1.34K +5 +0.2%
Savvy Advisors Inc
1691
Savvy Advisors Inc
New York
$685K +$342K +1,278 +92%
Valmark Advisers
1692
Valmark Advisers
Ohio
$683K -$188K -703 -21%
FWP
1693
FAS Wealth Partners
Kansas
$681K +$80.3K +300 +13%
Fayez Sarofim & Co
1694
Fayez Sarofim & Co
Texas
$680K -$72.5K -271 -9%
DW30
1695
Drucker Wealth 3.0
New Jersey
$679K +$707K +2,642 New
Gradient Investments
1696
Gradient Investments
Minnesota
$679K -$11.3M -42,314 -94%
MCC
1697
Malaga Cove Capital
California
$679K -$11.5K -43 -2%
CP
1698
Castleview Partners
Texas
$678K +$55.7K +208 +9%
RIG
1699
Ramiah Investment Group
Wisconsin
$678K +$706K +2,637 New
EHWM
1700
Eads & Heald Wealth Management
Georgia
$677K +$53.5K +200 +8%