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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
W
1851
WealthCollab
Washington
$698K +$5.96K +24 +0.9%
RFN
1852
Redwood Financial Network
Ohio
$698K -$12.9K -52 -2%
HIF
1853
Hill Island Financial
Michigan
$697K -$79K -318 -11%
SB
1854
Sunflower Bank
Texas
$696K -$44.7K -180 -6%
CWP
1855
Cyndeo Wealth Partners
Florida
$694K -$3.05M -12,268 -82%
MFA
1856
Mayflower Financial Advisors
Massachusetts
$691K -$5.72K -23 -0.9%
PCG
1857
PFC Capital Group
California
$691K -$499K -2,008 -43%
CSA
1858
Cornerstone Select Advisors
Missouri
$691K +$9.2K +37 +1%
TP
1859
Tranquility Partners
Tennessee
$690K -$177K -713 -21%
UFA
1860
Unify Financial Advisors
Florida
$689K +$646K +2,599 New
AT
1861
Avalon Trust
New Mexico
$687K -$23.6K -95 -4%
AC
1862
Avory & Company
Florida
$687K +$645K +2,595 New
CA
1863
Crumly & Associates
Illinois
$685K -$61.9K -249 -9%
Polen Capital Management
1864
Polen Capital Management
Florida
$684K -$291K -1,171 -31%
CPW
1865
Catalyst Private Wealth
California
$683K +$18.6K +75 +3%
BA
1866
Bridgewater Advisors
New York
$681K +$47K +189 +7%
MMG
1867
Monetary Management Group
Missouri
$681K -$191K -770 -23%
VDC
1868
Van Diest Capital
Iowa
$678K +$636K +2,560 New
WPC
1869
White Pine Capital
Minnesota
$678K -$87.7K -353 -12%
UAG
1870
United Advisor Group
Ohio
$672K +$32.3K +130 +5%
UWP
1871
Uniting Wealth Partners
Kansas
$672K -$11.2K -45 -2%
EA
1872
Everpar Advisors
Oklahoma
$670K +$141K +568 +29%
TPWA
1873
Twin Peaks Wealth Advisors
California
$669K -$178K -716 -17%
GCC
1874
Game Creek Capital
Massachusetts
$669K +$627K +2,525 New
CT
1875
Clearstead Trust
Maine
$667K +$16.4K +66 +3%