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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1701
WNY Asset Management
New York
$440K -$56.8K -264 -11%
KCPG
1702
Kavar Capital Partners Group
Kansas
$438K +$36.6K +170 +9%
First Manhattan
1703
First Manhattan
New York
$437K -$572K -2,658 -56%
JHP
1704
James Hambro & Partners
United Kingdom
$436K – – –
GAMC
1705
Garner Asset Management Corp
Texas
$433K +$15.1K +70 +4%
HTHT
1706
Hemenway Trust Hemenway Trust
New Hampshire
$431K -$14K -65 -3%
SAM
1707
Secure Asset Management
Michigan
$431K +$161K +747 +58%
WCM
1708
WealthBridge Capital Management
Ohio
$430K +$1.29K +6 +0.3%
AWM
1709
Angeles Wealth Management
California
$430K +$436K +2,027 New
SOW
1710
State of Wyoming
Wyoming
$427K -$5.6K -26 -1%
CA
1711
Calton & Associates
Florida
$426K +$5.17K +24 +1%
PL
1712
Parthenon LLC
Kentucky
$425K +$75.3K +350 +21%
GSEP
1713
Golden State Equity Partners
California
$425K +$144K +668 +50%
PWMG
1714
Prestige Wealth Management Group
New Jersey
$425K +$231K +1,072 +115%
AIMC
1715
Alley Investment Management Company
Illinois
$425K +$430K +2,000 New
CC
1716
Corton Capital
Ontario, Canada
$424K +$430K +1,999 New
EA
1717
Echo45 Advisors
California
$417K -$141K -655 -25%
Boston Financial Management
1718
Boston Financial Management
Massachusetts
$413K -$61.3K -285 -13%
CWP
1719
Curated Wealth Partners
California
$413K – – –
HWMA
1720
Heritage Wealth Management (Arizona)
Arizona
$413K +$418K +1,943 New
HCA
1721
Hyperion Capital Advisors
New York
$411K – – –
PCP
1722
Proficio Capital Partners
Massachusetts
$410K -$224K -1,043 -35%
SWM
1723
Salvus Wealth Management
New Jersey
$410K +$54.2K +252 +15%
PP
1724
PDS Planning
Ohio
$409K -$15.3K -71 -4%
CPW
1725
Catalyst Private Wealth
California
$409K -$11.2K -52 -3%