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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1951
TrustCore Financial Services
Tennessee
$219K +$200K +788 +4,378%
SIC
1952
Sigma Investment Counselors
Michigan
$219K +$205K +807 New
FMWA
1953
Forvis Mazars Wealth Advisors
Missouri
$219K +$205K +809 New
SPWG
1954
Sage Private Wealth Group
Illinois
$218K +$6.6K +26 +3%
Kayne Anderson Rudnick Investment Management
1955
Kayne Anderson Rudnick Investment Management
California
$218K +$65.5K +258 +47%
BMCM
1956
Burns Matteson Capital Management
New York
$217K +$203K +801 New
DOA
1957
D'Orazio & Associates
Virginia
$217K +$58.7K +231 +41%
QTM
1958
qPULA Trading Management
New York
$217K +$203K +800 New
AIM
1959
Axiom Investment Management
New York
$216K -$60.2K -237 -23%
SIAP
1960
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K +$31.7K +125 +19%
TA
1961
Trellis Advisors
Washington
$216K +$202K +797 New
WDC
1962
Woodward Diversified Capital
California
$216K +$202K +797 New
NWS
1963
Newport Wealth Strategies
California
$215K +$201K +791 New
CWP
1964
Capital Wealth Planning
Florida
$214K -$113K -446 -36%
CF
1965
Clarity Financial
Texas
$214K -$8.89K -35 -4%
MFS
1966
Madrona Financial Services
Washington
$214K +$201K +790 New
TWP
1967
TFO Wealth Partners
Ohio
$214K +$201K +790 New
T
1968
TOBAM
France
$212K +$39.1K +154 +25%
MCM
1969
Marathon Capital Management
Maryland
$212K +$198K +781 New
CCM
1970
Carlson Capital Management
Minnesota
$211K +$198K +779 New
KFGK
1971
Keystone Financial Group (Kentucky)
Kentucky
$211K +$198K +779 New
PEA
1972
Pacific Edge Advisors
California
$210K -$19.6K -77 -9%
CAM
1973
Claret Asset Management
Quebec, Canada
$210K +$196K +773 New
CCB
1974
Cutter & Co Brokerage
Missouri
$208K +$195K +768 New
RF
1975
RHS Financial
California
$207K -$44.7K -176 -19%