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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1751
Integrity Alliance
Iowa
$356K -$107K -606 -21%
RFP
1752
Root Financial Partners
California
$355K -$224K -1,273 -36%
FWCM
1753
Ferguson Wellman Capital Management
Oregon
$355K -$25K -142 -6%
SIA
1754
Spectrum Investment Advisors
Wisconsin
$355K +$399K +2,267 New
VGDSS
1755
VUB Generali dochodkova spravcovska spolocnost
$354K
CWM
1756
Chesapeake Wealth Management
Virginia
$354K +$93.9K +534 +31%
RFN
1757
Redwood Financial Network
Ohio
$354K -$52.6K -299 -12%
CWM
1758
Cabot Wealth Management
Massachusetts
$353K -$25.1K -143 -6%
SMFG
1759
Sumitomo Mitsui Financial Group
Japan
$353K +$309K +1,755 +351%
RWP
1760
Revolve Wealth Partners
New Jersey
$353K +$119K +676 +43%
SWM
1761
Sandro Wealth Management
New Jersey
$353K -$20.9K -119 -5%
CWM
1762
Connecticut Wealth Management
Connecticut
$353K -$8.09K -46 -2%
ACP
1763
Aviance Capital Partners
Florida
$352K -$27.3K -155 -6%
CPWM
1764
Cypress Point Wealth Management
Texas
$352K -$61.2K -348 -13%
CL
1765
COWA LLC
Oklahoma
$352K +$395K +2,249 New
WWM
1766
Walser Wealth Management
Florida
$352K -$13.9K -79 -3%
KCP
1767
Kera Capital Partners
California
$352K -$28.7K -163 -7%
PB
1768
Pinnacle Bancorp
Nebraska
$351K +$35.2K +200 +10%
Betterment LLC
1769
Betterment LLC
New York
$351K +$133K +759 +51%
CA
1770
Continuum Advisory
Idaho
$350K -$863K -4,906 -69%
OL
1771
OneFund LLC
Florida
$350K -$67K -381 -15%
EFN
1772
Equita Financial Network
Pennsylvania
$350K -$194K -1,101 -33%
TCM
1773
Triumph Capital Management
Colorado
$349K +$43.3K +246 +12%
EL
1774
Essex LLC
Illinois
$348K -$34.3K -195 -8%
SC
1775
Sapient Capital
Indiana
$348K -$480K -2,728 -55%