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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1826
Gryphon Financial Partners
Ohio
$676K +$85.8K +340 +14%
CC
1827
Copperleaf Capital
North Carolina
$676K -$309K -1,227 -30%
WI
1828
WrapManager Inc
California
$676K -$236K -936 -25%
BWM
1829
Baron Wealth Management
Michigan
$675K -$15.6K -62 -2%
FC
1830
Fjell Capital
North Dakota
$675K -$565K -2,241 -44%
SC
1831
Saiph Capital
New Jersey
$672K +$59.3K +235 +9%
SCI
1832
S&CO Inc
Massachusetts
$672K
CA
1833
Crumly & Associates
Illinois
$672K +$163K +645 +29%
CH
1834
Cromwell Holdings
Wyoming
$670K -$92.3K -366 -11%
ST
1835
Sageworth Trust
Pennsylvania
$669K +$711K +2,821 New
RWM
1836
Riverbend Wealth Management
South Carolina
$668K +$18.9K +75 +3%
SB
1837
Sunflower Bank
Texas
$666K -$23.5K -93 -3%
IAIM
1838
International Assets Investment Management
Florida
$662K
MWM
1839
Maridea Wealth Management
New York
$662K +$206K +815 +46%
MSWM
1840
McGlone Suttner Wealth Management
Wisconsin
$660K -$41.9K -166 -6%
YP
1841
YANKCOM Partnership
South Dakota
$659K +$16.9K +67 +2%
TCM
1842
Tandem Capital Management
New Jersey
$658K -$3.28K -13 -0.5%
ACI
1843
Alpha Cubed Investments
California
$656K -$30.3K -120 -4%
LA
1844
Legacy Advisors
Pennsylvania
$654K +$694K +2,753 New
FFA
1845
First Foundation Advisors
California
$650K -$416K -1,649 -38%
CNBTD
1846
Citizens National Bank Trust Department
Mississippi
$648K +$40.6K +161 +6%
WPWM
1847
Western Pacific Wealth Management
Illinois
$648K +$200K +792 +41%
CA
1848
Claro Advisors
Massachusetts
$648K -$31K -123 -4%
Fayez Sarofim & Co
1849
Fayez Sarofim & Co
Texas
$647K +$6.3K +25 +0.9%
AAMU
1850
AEGON Asset Management (UK)
United Kingdom
$647K +$396K +1,571 +136%