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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1801
Affiance Financial
Minnesota
$89.5K +$98.5K +675 New
BWP
1802
Baldwin Wealth Partners
Massachusetts
$88.7K -$227K -1,553 -70%
CPG
1803
Cornerstone Planning Group
New Jersey
$86.1K +$85.8K +588 New
OIA
1804
Optimum Investment Advisors
Illinois
$84.2K
DMBA
1805
Deseret Mutual Benefit Administrators
Utah
$83.9K -$48.6K -333 -34%
VC
1806
Vestor Capital
Illinois
$83K +$11.4K +78 +14%
HDIM
1807
Hanson & Doremus Investment Management
Vermont
$78K -$5.98K -41 -7%
DIP
1808
DT Investment Partners
Pennsylvania
$75.6K
T2I
1809
Turim 21 Investimentos
Brazil
$74.6K
KIG
1810
Kessler Investment Group
Indiana
$74K
FCA
1811
Fortis Capital Advisors
Kansas
$73.6K +$81K +555 New
EARNEST Partners
1812
EARNEST Partners
Georgia
$71.1K
WOC
1813
West Oak Capital
California
$70K -$21.9K -150 -22%
C
1814
Covestor
United Kingdom
$68K -$6.71K -46 -8%
POIA
1815
Pin Oak Investment Advisors
Texas
$68K +$9.48K +65 +15%
AWM
1816
Abound Wealth Management
Tennessee
$67.8K +$4.67K +32 +7%
CFO
1817
CVA Family Office
Colorado
$67.5K +$26.1K +179 +54%
FCB
1818
First Command Bank
Texas
$67K -$35.8K -245 -33%
FCFS
1819
First Command Financial Services
Texas
$67K -$35.8K -245 -33%
FIA
1820
FNY Investment Advisers
New York
$66K +$69.3K +475 +1,900%
SL
1821
Sonnipe Ltd
Isle Of Man
$64.4K +$70.9K +486 New
JFGIW
1822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.6K +$12.7K +87 +22%
EC
1823
Elequin Capital
New York
$62.1K +$68.3K +468 New
MWM
1824
Mascoma Wealth Management
New Hampshire
$61.9K
SIS
1825
Sound Income Strategies
Florida
$61.5K +$3.06K +21 +5%