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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1751
First Foundation Advisors
California
$522K +$1.66K +8 +0.3%
CSPIA
1752
Cary Street Partners Investment Advisory
Virginia
$520K -$260K -1,253 -31%
CSA
1753
Cornerstone Select Advisors
Missouri
$519K +$35.6K +172 +7%
IPWA
1754
International Private Wealth Advisors
California
$517K +$573K +2,768 New
PFBT
1755
Parkside Financial Bank & Trust
Missouri
$516K +$14.5K +70 +3%
OWP
1756
ORG Wealth Partners
Texas
$516K +$269K +1,299 +89%
ACS
1757
Archford Capital Strategies
Illinois
$514K -$301K -1,452 -35%
AWM
1758
Aries Wealth Management
Maine
$509K -$36.1K -174 -6%
SSWM
1759
Strait & Sound Wealth Management
California
$509K -$182K -877 -24%
NLP
1760
Next Level Private
New York
$508K +$564K +2,720 New
M
1761
Mirova
France
$507K -$4.33M -20,916 -89%
OFS
1762
OneAscent Financial Services
Alabama
$506K +$57.8K +279 +11%
QPW
1763
Quantum Private Wealth
Florida
$505K -$345K -1,666 -38%
SB
1764
Sunflower Bank
Texas
$505K +$16K +77 +3%
BWM
1765
BankPlus Wealth Management
Mississippi
$505K +$47.7K +230 +9%
UAG
1766
United Advisor Group
Ohio
$503K +$33.4K +161 +6%
UFA
1767
Unify Financial Advisors
Florida
$502K +$19.1K +92 +4%
TC
1768
Trilogy Capital
California
$502K +$157K +760 +39%
JWM
1769
Jeppson Wealth Management
California
$501K +$136K +658 +32%
AO
1770
Advisor OS
Illinois
$500K +$34.8K +168 +7%
AWM
1771
Act Wealth Management
Texas
$499K +$554K +2,674 New
SIA
1772
SGL Investment Advisors
Montana
$498K -$13.3K -64 -2%
Hudson Bay Capital Management
1773
Hudson Bay Capital Management
Connecticut
$495K +$549K +2,650 New
SNB
1774
Security National Bank
Nebraska
$494K +$1.66K +8 +0.3%
MSWM
1775
McGlone Suttner Wealth Management
Wisconsin
$494K +$207 +1 +0%