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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1876
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$1.46K +10 +4%
MIM
1877
Macroview Investment Management
Maryland
$33.5K +$30.6K +210 +488%
EE
1878
EWG Elevate
California
$33.5K +$36.9K +253 New
AAMA
1879
Advanced Asset Management Advisors
Ohio
$33.1K +$36.5K +250 New
DWP
1880
Destiny Wealth Partners
Florida
$33K +$5.54K +38 +18%
BHWM
1881
Beaird Harris Wealth Management
Texas
$32.5K +$35.6K +244 +24,400%
TCM
1882
Tradewinds Capital Management
Washington
$32.4K +$10.9K +75 +44%
SWM
1883
Sugarloaf Wealth Management
Georgia
$31.7K -$36.3K -249 -51%
OLVIG
1884
Oliver Lagore Vanvalin Investment Group
Michigan
$31.2K +$1.17K +8 +4%
PMFA
1885
Plante Moran Financial Advisors
Michigan
$31K -$21.9K -150 -39%
MWM
1886
MinichMacGregor Wealth Management
New York
$30.8K +$33.9K +232 New
JAM
1887
JCIC Asset Management
Ontario, Canada
$30K
Simplex Trading
1888
Simplex Trading
Illinois
$28K
FMP
1889
Financial Management Professionals
Texas
$28K +$24.5K +168 +365%
CDIA
1890
Capital Directions Investment Advisors
Georgia
$27.6K +$30.4K +208 New
RA
1891
Rise Advisors
New York
$27.2K -$15.3K -105 -34%
Cohen & Steers
1892
Cohen & Steers
New York
$27K
APC
1893
Aspire Private Capital
North Carolina
$26.5K
EA
1894
Emerald Advisers
Pennsylvania
$26.5K
CM
1895
Caption Management
Oklahoma
$26.5K +$29.2K +200 New
TIM
1896
Tortoise Investment Management
New York
$26.3K -$18.8K -129 -39%
FFA
1897
Fairfield Financial Advisors
Massachusetts
$25.2K
RG
1898
Retirement Group
California
$24K +$22.9K +157 +628%
CAS
1899
Coppell Advisory Solutions
Texas
$23.9K +$26.3K +180 New
CASC
1900
Coppell Advisory Solutions Corp
Texas
$23.9K +$26.3K +180 New