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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1901
Seven Mile Advisory
New Jersey
$586K +$108K +428 +21%
FFO
1902
Fiduciary Family Office
Florida
$586K -$202K -799 -24%
CIAS
1903
Capital Investment Advisory Services
North Carolina
$583K -$9.33K -37 -1%
FWP
1904
FAS Wealth Partners
Kansas
$582K -$48.9K -194 -7%
CT
1905
Clearstead Trust
Maine
$581K -$17.4K -69 -3%
KOC
1906
Koss-Olinger Consulting
Florida
$581K -$50.7K -201 -9%
ACGA
1907
Atlanta Consulting Group Advisors
Georgia
$580K +$13.4K +53 +2%
KCIC
1908
Kuhn & Co Investment Counsel
Illinois
$579K -$5.55K -22 -0.9%
CUAMC
1909
China Universal Asset Management Company
China
$579K -$1.25M -4,941 -67%
LIG
1910
Lokken Investment Group
Delaware
$577K -$22.2K -88 -3%
ST
1911
Smithfield Trust
Pennsylvania
$576K -$14.9K -59 -2%
FEG
1912
Financial Enhancement Group
Indiana
$576K +$39.1K +155 +7%
HHRDM
1913
H&H Retirement Design & Management
Nevada
$574K +$128K +509 +27%
IC
1914
Inscription Capital
Texas
$573K +$170K +674 +39%
RIG
1915
Ramiah Investment Group
Wisconsin
$570K +$158K +628 +35%
UAG
1916
United Advisor Group
Ohio
$570K +$242K +958 +66%
Kayne Anderson Rudnick Investment Management
1917
Kayne Anderson Rudnick Investment Management
California
$567K -$24.7K -98 -4%
SOS
1918
Silver Oak Securities
Tennessee
$566K -$194K -769 -24%
GWM
1919
Greenwich Wealth Management
Connecticut
$565K -$6.3K -25 -1%
MEG
1920
Millstone Evans Group
Colorado
$565K -$11.1K -44 -2%
APW
1921
Axim Planning & Wealth
Ohio
$564K +$601K +2,381 New
PWM
1922
Purus Wealth Management
California
$560K +$596K +2,362 New
AG
1923
AmeriFlex Group
Nevada
$558K +$319K +1,265 +116%
CM
1924
Capula Management
Cayman Islands
$557K +$397K +1,573 +202%
WA
1925
WBH Advisory
Maryland
$557K +$36.6K +145 +7%