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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1726
Pegasus Partners
Wisconsin
$234K -$100K -412 -28%
SNBOSD
1727
Security National Bank of So Dak
Iowa
$234K -$4.13K -17 -2%
SFP
1728
Strategic Financial Planning
Texas
$233K +$255K +1,049 New
GAG
1729
GM Advisory Group
New York
$232K +$253K +1,042 New
PWMG
1730
Prestige Wealth Management Group
New Jersey
$231K +$20.9K +86 +9%
UBV
1731
United Bank (Virginia)
Virginia
$230K -$1.95K -8 -0.8%
NWS
1732
Newport Wealth Strategies
California
$229K
GF
1733
Gabelli Funds
New York
$228K +$249K +1,025 New
PAA
1734
Peregrine Asset Advisers
Oregon
$227K
NICM
1735
Neo Ivy Capital Management
New York
$226K +$83.2K +342 +51%
JIC
1736
Joel Isaacson & Co
New York
$226K +$247K +1,015 New
IAP
1737
Indie Asset Partners
Indiana
$225K -$46.2K -190 -16%
MFP
1738
Meridian Financial Partners
Virginia
$225K +$245K +1,007 New
FHC
1739
First Heartland Consultants
Missouri
$225K +$245K +1,009 New
OCM
1740
Oakwood Capital Management
California
$224K -$5.52M -22,696 -96%
CCM
1741
Cohen Capital Management
California
$224K +$24.3K +100 +11%
BCA
1742
Biltmore Capital Advisors
New Jersey
$224K +$49.6K +204 +25%
AIA
1743
Arbor Investment Advisors
North Carolina
$223K
BM
1744
Brandywine Managers
Delaware
$223K
CCM
1745
Compass Capital Management
Minnesota
$223K
TIM
1746
Thompson Investment Management
Wisconsin
$223K
WIC
1747
Woodmont Investment Counsel
Tennessee
$223K
BONST
1748
Bank of Nova Scotia Trust
Ontario, Canada
$223K +$730 +3 +0.3%
CFIA
1749
Cantor Fitzgerald Investment Advisors
New York
$223K +$243K +1,000 New
DA
1750
DCF Advisers
Connecticut
$223K +$243K +1,000 New