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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1876
Powers Advisory Group
Illinois
$284K – – –
SPP
1877
Single Point Partners
Massachusetts
$284K +$275K +1,345 New
AWM
1878
AllSquare Wealth Management
New York
$284K – – –
BFA
1879
Beacon Financial Advisory
Ohio
$283K +$27.6K +135 +11%
WKSWA
1880
White Knight Strategic Wealth Advisors
New Jersey
$283K – – –
ECM
1881
Elgethun Capital Management
South Dakota
$283K – – –
CCM
1882
Consolidated Capital Management
California
$281K -$204 -1 -0.1%
WBCM
1883
Wilson & Boucher Capital Management
California
$280K – – –
FNBSF
1884
First National Bank Sioux Falls
South Dakota
$280K – – –
KWM
1885
Kolinsky Wealth Management
New Jersey
$279K +$271K +1,327 New
FSA
1886
Fort Sheridan Advisors
Illinois
$278K +$7.14K +35 +3%
SG
1887
Somerset Group
Minnesota
$278K -$8.98K -44 -3%
LWM
1888
LJI Wealth Management
Indiana
$277K – – –
BDS
1889
Banco de Sabadell
Florida
$277K -$22.7K -111 -8%
MCM
1890
Mengis Capital Management
Oregon
$277K -$40.8K -200 -13%
PCMC
1891
Private Capital Management (Colorado)
Colorado
$275K +$9.19K +45 +4%
DIM
1892
Delta Investment Management
California
$275K +$11.6K +57 +5%
RI
1893
Ridgewood Investments
New Jersey
$274K – – –
IWA
1894
Intercontinental Wealth Advisors
Texas
$272K -$297K -1,457 -53%
TCBWMS
1895
Texas Capital Bank Wealth Management Services
Texas
$271K -$17.8K -87 -6%
WMA
1896
West Michigan Advisors
Michigan
$270K +$3.67K +18 +1%
CWM
1897
Curi Wealth Management
North Carolina
$268K -$4.08K -20 -2%
IP
1898
Ignite Planners
California
$268K +$18K +88 +7%
SCM
1899
Sitrin Capital Management
California
$267K -$48.2K -236 -16%
SMA
1900
Seven Mile Advisory
New Jersey
$267K +$258K +1,264 New