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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1851
Apriem Advisors
California
$308K +$75.3K +350 +32%
VAG
1852
VisionPoint Advisory Group
Texas
$307K -$3.02M -14,044 -88%
BFG
1853
Berger Financial Group
Minnesota
$306K +$106K +492 +52%
CH
1854
Canton Hathaway
Rhode Island
$305K -$953K -4,426 -75%
FC
1855
Forte Capital
New York
$305K – – –
PIA
1856
Pinion Investment Advisors
Kansas
$305K +$31.6K +147 +11%
KPW
1857
Kore Private Wealth
New York
$305K +$135K +628 +78%
NAS
1858
Nicolet Advisory Services
Wisconsin
$304K +$61.1K +284 +23%
IFG Advisory
1859
IFG Advisory
Georgia
$303K +$111K +515 +56%
CCMW
1860
Cypress Capital Management (Wyoming)
Wyoming
$301K – – –
TF
1861
Tompkins Financial
New York
$301K +$58.3K +271 +24%
WWM
1862
Windsor Wealth Management
Indiana
$300K -$297K -1,380 -48%
MSA
1863
Marino Stram & Associates
Massachusetts
$300K – – –
LGA
1864
Lebenthal Global Advisors
New York
$300K +$23.2K +108 +8%
AWM
1865
AllSquare Wealth Management
New York
$300K +$76K +353 +33%
WMA
1866
West Michigan Advisors
Michigan
$299K -$7.96K -37 -3%
SG
1867
Somerset Group
Minnesota
$299K +$10.8K +50 +4%
ZWJ Investment Counsel
1868
ZWJ Investment Counsel
Georgia
$297K – – –
IGWM
1869
ICA Group Wealth Management
Colorado
$297K +$349K +1,622 New
BFA
1870
Beacon Financial Advisory
Ohio
$296K -$31.9K -148 -10%
HKIMG
1871
Hutchens & Kramer Investment Management Group
Indiana
$296K -$861 -4 -0.3%
OIS
1872
Okabena Investment Services
Minnesota
$296K – – –
CWM
1873
Cedar Wealth Management
California
$296K +$3.66K +17 +1%
HIC
1874
Holderness Investments Company
North Carolina
$295K -$22K -102 -7%
LF
1875
Lantz Financial
Illinois
$295K +$1.08K +5 +0.4%