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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
VF
1951
Vawter Financial
Ohio
$241K – – –
HC
1952
Hamilton Capital
Ohio
$241K +$233K +1,142 New
WWM
1953
Windsor Wealth Management
Indiana
$241K +$408 +2 +0.2%
CIC
1954
Chilton Investment Company
Connecticut
$241K +$233K +1,140 New
OWA
1955
Outlook Wealth Advisors
Texas
$241K +$233K +1,139 New
PCA
1956
Peddock Capital Advisors
Massachusetts
$240K +$1.63K +8 +0.7%
MTC
1957
McDaniel Terry & Co
Texas
$240K -$6.12K -30 -3%
SFG
1958
SevenBridge Financial Group
Pennsylvania
$240K – – –
CCFM
1959
Clear Creek Financial Management
Washington
$240K -$14.1K -69 -6%
IWA
1960
Inspirion Wealth Advisors
Illinois
$239K -$4.7K -23 -2%
OWA
1961
Opal Wealth Advisors
New York
$239K -$52.3K -256 -18%
FAM
1962
Forte Asset Management
New York
$238K – – –
PWP
1963
Phillips Wealth Planners
Mississippi
$237K -$1.02K -5 -0.4%
DFG
1964
Delta Financial Group
New Jersey
$237K +$229K +1,121 New
CCMW
1965
Cypress Capital Management (Wyoming)
Wyoming
$237K -$61.2K -300 -21%
HIC
1966
Holderness Investments Company
North Carolina
$236K +$5.1K +25 +2%
EAM
1967
Evanson Asset Management
California
$236K +$228K +1,116 New
RCM
1968
Raleigh Capital Management
North Carolina
$234K +$217K +1,063 +2,311%
MSA
1969
McAlister Sweet & Associates
Texas
$233K – – –
DL
1970
DOHJ LLC
Washington
$232K – – –
WCM
1971
WealthBridge Capital Management
Ohio
$232K +$3.47K +17 +2%
BM
1972
Belfer Management
New York
$232K – – –
TFP
1973
Tilia Fiduciary Partners
North Carolina
$231K -$707K -3,461 -76%
EP
1974
EPIQ Partners
Minnesota
$230K – – –
SXL
1975
Summit X LLC
Missouri
$229K +$10.2K +50 +5%