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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1876
CVA Family Office
Colorado
$285K +$29.6K +145 +12%
PAG
1877
Powers Advisory Group
Illinois
$284K
SPP
1878
Single Point Partners
Massachusetts
$284K +$275K +1,345 New
AWM
1879
AllSquare Wealth Management
New York
$284K
BFA
1880
Beacon Financial Advisory
Ohio
$283K +$27.6K +135 +11%
WKSWA
1881
White Knight Strategic Wealth Advisors
New Jersey
$283K
ECM
1882
Elgethun Capital Management
South Dakota
$283K
CCM
1883
Consolidated Capital Management
California
$281K -$204 -1 -0.1%
WBCM
1884
Wilson & Boucher Capital Management
California
$280K
FNBSF
1885
First National Bank Sioux Falls
South Dakota
$280K
KWM
1886
Kolinsky Wealth Management
New Jersey
$279K +$271K +1,327 New
FSA
1887
Fort Sheridan Advisors
Illinois
$278K +$7.14K +35 +3%
SG
1888
Somerset Group
Minnesota
$278K -$8.98K -44 -3%
LWM
1889
LJI Wealth Management
Indiana
$277K
BDS
1890
Banco de Sabadell
Florida
$277K -$22.7K -111 -8%
MCM
1891
Mengis Capital Management
Oregon
$277K -$40.8K -200 -13%
PCMC
1892
Private Capital Management (Colorado)
Colorado
$275K +$9.19K +45 +4%
DIM
1893
Delta Investment Management
California
$275K +$11.6K +57 +5%
RI
1894
Ridgewood Investments
New Jersey
$274K
IWA
1895
Intercontinental Wealth Advisors
Texas
$272K -$297K -1,457 -53%
TCBWMS
1896
Texas Capital Bank Wealth Management Services
Texas
$271K -$17.8K -87 -6%
WMA
1897
West Michigan Advisors
Michigan
$270K +$3.67K +18 +1%
CWM
1898
Curi Wealth Management
North Carolina
$268K -$4.08K -20 -2%
IP
1899
Ignite Planners
California
$268K +$18K +88 +7%
SCM
1900
Sitrin Capital Management
California
$267K -$48.2K -236 -16%