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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
1901
Financial Connections Group
California
$59K -$24.6K -145 -26%
WAM
1902
WFA Asset Management
Wisconsin
$57.5K
PCFFS
1903
Pacific Center for Financial Services
California
$57K -$231K -1,362 -78%
Belvedere Trading
1904
Belvedere Trading
Illinois
$56K +$42.9K +253 +291%
HGERS
1905
Householder Group Estate & Retirement Specialist
Arizona
$56K +$67.1K +396 New
PMFA
1906
Plante Moran Financial Advisors
Michigan
$55K -$30.5K -180 -32%
FA
1907
Fortis Advisors
Pennsylvania
$54K
MHR
1908
Matthew Hamilton Rosenberg
$54K +$3.39K +20 +6%
LJHT
1909
Laurie J. Hall Trustee
$53K
IFAM
1910
Institutional & Family Asset Management
Colorado
$53K +$2.54K +15 +4%
PHAM
1911
Portland Hill Asset Management
United Kingdom
$50K
CB
1912
Community Bank
New York
$50K +$5.6K +33 +11%
AAP
1913
Arax Advisory Partners
Colorado
$49K -$5.09K -30 -8%
CTB
1914
Country Trust Bank
Illinois
$49K +$6.61K +39 +13%
CCA
1915
Column Capital Advisors
Indiana
$48K
ME
1916
McIlrath & Eck
Washington
$48K
FPFS
1917
First Personal Financial Services
North Carolina
$48K +$28.3K +167 +99%
ECM
1918
Estabrook Capital Management
New York
$47.6K
CFO
1919
CVA Family Office
Colorado
$47K -$231K -1,361 -80%
BIA
1920
Bell Investment Advisors
California
$47K -$16.4K -97 -23%
TIM
1921
Tortoise Investment Management
New York
$47K +$3.56K +21 +7%
MFT
1922
Moisand Fitzgerald Tamayo
Florida
$47K +$53.8K +317 +3,522%
RA
1923
Rise Advisors
New York
$45K +$8.48K +50 +19%
EC
1924
Estate Counselors
Wisconsin
$44K
GFPC
1925
Global Financial Private Client
Florida
$43.3K +$33.9K +200 +215%