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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1726
Lantz Financial
Illinois
$385K +$90.9K +358 +34%
FAM
1727
Formidable Asset Management
Ohio
$384K +$4.57K +18 +1%
MSA
1728
Marino Stram & Associates
Massachusetts
$383K -$5.16M -20,317 -94%
CB
1729
CNB Bank
Pennsylvania
$383K -$34K -134 -9%
AOG
1730
Alpha Omega Group
Virginia
$380K
ZIC
1731
ZWJ Investment Counsel
Georgia
$379K +$111K +438 +46%
OIS
1732
Okabena Investment Services
Minnesota
$378K
BFA
1733
Beacon Financial Advisory
Ohio
$377K +$1.52K +6 +0.4%
OWA
1734
Opal Wealth Advisors
New York
$376K -$20.1K -79 -5%
SWM
1735
Salvus Wealth Management
New Jersey
$376K +$84.8K +334 +32%
WA
1736
Waddell & Associates
Tennessee
$373K
LWM
1737
Liberty Wealth Management
California
$373K +$100K +395 +42%
ITIM
1738
Indiana Trust & Investment Management
Indiana
$373K +$349K +1,374 New
PSP
1739
Principal Street Partners
Tennessee
$372K -$362K -1,427 -51%
SAM
1740
Simplify Asset Management
Nevada
$372K +$348K +1,372 New
WA
1741
Wealth Architects
California
$371K +$43.9K +173 +14%
BMO
1742
Beck Mack & Oliver
New York
$371K +$347K +1,368 New
FH
1743
FWG Holdings
Florida
$370K +$346K +1,364 New
WA
1744
WBH Advisory
Maryland
$369K -$76.2K -300 -18%
SG
1745
Somerset Group
Minnesota
$369K
CSA
1746
Cottage Street Advisors
Massachusetts
$368K -$46.2K -182 -12%
AssetMark Inc
1747
AssetMark Inc
California
$368K +$252K +991 +272%
WCM
1748
Weik Capital Management
Pennsylvania
$366K -$1.27K -5 -0.4%
MA
1749
MONECO Advisors
Connecticut
$365K +$7.62K +30 +2%
AI
1750
ArchPoint Investors
Florida
$365K +$342K +1,346 New