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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1726
Blodgett Wealth Advisors
California
$719K -$15.4K -60 -2%
SYBT
1727
Stock Yards Bank & Trust
Kentucky
$719K -$140K -545 -17%
AWM
1728
Aviso Wealth Management
Washington
$719K -$115K -450 -15%
BW
1729
BIP Wealth
Georgia
$715K +$5.12K +20 +0.8%
Winslow Capital Management
1730
Winslow Capital Management
Minnesota
$715K -$21.5M -83,924 -97%
IC
1731
Inscription Capital
Texas
$710K +$3.59K +14 +0.5%
CRWM
1732
Castle Rock Wealth Management
California
$705K +$38.4K +150 +6%
KFA
1733
Kapstone Financial Advisors
Ohio
$700K
KFI
1734
Key Financial Inc
Pennsylvania
$700K +$2.56K +10 +0.4%
HIF
1735
Hill Island Financial
Michigan
$698K +$256 +1 +0%
FFO
1736
Fortitude Family Office
Arizona
$697K +$21.5K +84 +3%
OL
1737
OneFund LLC
Florida
$697K +$2.82K +11 +0.4%
WCM
1738
Windsor Capital Management
Arizona
$695K -$3.59K -14 -0.5%
LCWP
1739
Legacy Capital Wealth Partners
Arkansas
$694K +$324K +1,264 +99%
MC
1740
Mathes Company
New York
$691K -$51.2K -200 -7%
AP
1741
Appleton Partners
Massachusetts
$691K -$24.8K -97 -4%
CPW
1742
Catalyst Private Wealth
California
$691K
GEM
1743
Global Endowment Management
North Carolina
$689K +$2.31K +9 +0.4%
AF
1744
Advisornet Financial
Minnesota
$689K +$35.6K +139 +6%
AIMA
1745
Ables Iannone Moore & Associates
Georgia
$688K
FA
1746
Fountainhead AM
New Jersey
$688K +$231K +903 +56%
PWM
1747
Prentice Wealth Management
New York
$686K +$9.48K +37 +1%
XWM
1748
Xcel Wealth Management
Florida
$683K -$564K -2,202 -47%
VIM
1749
Vista Investment Management
Pennsylvania
$681K +$423K +1,650 +197%
SC
1750
Solstein Capital
California
$681K