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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
1726
Canandaigua National Trust of Florida
New York
$820K +$49.4K +196 +6%
SGI
1727
Summit Global Investments
Utah
$818K -$36.3K -144 -4%
FFS
1728
Founders Financial Securities
Maryland
$815K -$372K -1,475 -30%
BCM
1729
BTC Capital Management
Iowa
$812K +$864K +3,425 New
Hudson Bay Capital Management
1730
Hudson Bay Capital Management
Connecticut
$811K -$2.29M -9,084 -73%
CF
1731
Cyr Financial
Illinois
$809K +$35.6K +141 +4%
GAA
1732
Global Assets Advisory
Florida
$808K -$603K -2,389 -41%
MIM
1733
Moseley Investment Management
Florida
$799K -$58.3K -231 -6%
EMC
1734
Everest Management Corp
California
$799K -$9.33K -37 -1%
HIC
1735
Holderness Investments Company
North Carolina
$797K +$73.1K +290 +9%
EPIMS
1736
Evelyn Partners Investment Management Services
$796K +$22.4K +89 +3%
AGP
1737
Aspire Growth Partners
Florida
$795K +$9.84K +39 +1%
PFWA
1738
Paces Ferry Wealth Advisors
Georgia
$795K -$42.9K -170 -5%
APW
1739
Aventura Private Wealth
Florida
$792K -$902K -3,575 -52%
MMG
1740
Monetary Management Group
Missouri
$792K
MAWA
1741
Moss Adams Wealth Advisors
Washington
$791K -$60.8K -241 -7%
FB
1742
First Bancorp
Maine
$788K -$45.4K -180 -5%
WC
1743
Westerkirk Capital
$786K
TP
1744
Tranquility Partners
Tennessee
$786K +$60.8K +241 +8%
WAAG
1745
Wealth Alliance Advisory Group
Kansas
$786K -$1.29M -5,098 -61%
GCM
1746
Gallacher Capital Management
Colorado
$785K +$836K +3,313 New
GAG
1747
GM Advisory Group
New York
$782K -$129K -510 -13%
XF
1748
XML Financial
Maryland
$781K +$43.6K +173 +6%
AFM
1749
Abbot Financial Management
Massachusetts
$781K +$43.1K +171 +5%
EL
1750
Essex LLC
Illinois
$780K +$99.4K +394 +14%