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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
Silvercrest Asset Management
New York
$481K +$61K +238 +16%
EA
1927
Everpar Advisors
Oklahoma
$480K -$30.5K -119 -6%
ACA
1928
Aspire Capital Advisors
Washington
$479K +$4.35K +17 +1%
IWA
1929
IVC Wealth Advisors
Pennsylvania
$477K -$134K -525 -23%
SWP
1930
Semus Wealth Partners
Florida
$476K -$21.3K -83 -5%
BFA
1931
Brown Financial Advisors
Ohio
$476K +$445K +1,739 New
CWA
1932
Clarity Wealth Advisors
California
$476K +$25.6K +100 +6%
SFO
1933
Stokes Family Office
Louisiana
$475K
OWA
1934
One Wealth Advisors
California
$474K +$1.54K +6 +0.3%
FFC
1935
First Financial Corp
Indiana
$474K -$18.2K -71 -4%
HCM
1936
Howland Capital Management
Massachusetts
$474K +$16.4K +64 +4%
EWA
1937
Encompass Wealth Advisors
Oregon
$474K -$62K -242 -12%
JWCA
1938
J.W. Coons Advisors
Ohio
$473K +$6.66K +26 +2%
SMA
1939
Seven Mile Advisory
New Jersey
$472K +$71.2K +278 +19%
JC
1940
JB Capital
Connecticut
$470K -$209K -815 -32%
CWM
1941
Cedar Wealth Management
California
$470K
UAG
1942
United Advisor Group
Ohio
$469K +$215K +838 +96%
SI
1943
Seeds Investor
New York
$469K +$72.2K +282 +20%
BPFA
1944
Barnes Pettey Financial Advisors
Mississippi
$468K -$27.9K -109 -6%
NEI
1945
Northwest & Ethical Investments
Ontario, Canada
$468K +$207K +807 +89%
FF
1946
Farrell Financial
New York
$465K +$256 +1 +0.1%
S
1947
Sunpointe
Missouri
$465K -$21.5K -84 -5%
WCM
1948
Wedge Capital Management
North Carolina
$463K -$6.66K -26 -2%
CFG
1949
Copley Financial Group
California
$463K +$434K +1,693 New
NRC
1950
New Republic Capital
North Carolina
$461K -$223K -872 -34%