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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
HA
2026
Harfst & Associates
Wyoming
$232K -$330K -1,877 -56%
SWGC
2027
Summit Wealth Group (Colorado)
Colorado
$232K -$43.1K -245 -14%
BFG
2028
Beacon Financial Group
Texas
$232K -$35.7K -203 -12%
JFGLC
2029
Johnson Financial Group LLC (Colorado)
Colorado
$232K -$36.2K -206 -12%
FWA
2030
FSM Wealth Advisors
Ohio
$231K -$238K -1,352 -48%
PFG
2031
Putney Financial Group
California
$230K -$27.6K -157 -10%
NAS
2032
NWF Advisory Services
California
$230K -$29.5K -168 -10%
WF
2033
Womack Financial
Texas
$230K -$3.52K -20 -1%
SIC
2034
Salem Investment Counselors
North Carolina
$230K -$16.4K -93 -6%
ACS
2035
Archford Capital Strategies
Illinois
$229K -$226K -1,288 -47%
TWM
2036
Triton Wealth Management
Arizona
$229K -$879 -5 -0.4%
FNBSF
2037
First National Bank Sioux Falls
South Dakota
$229K – – –
Vanguard National Trust
2038
Vanguard National Trust
Pennsylvania
$228K +$7.91K +45 +3%
BFA
2039
Bill Few Associates
Pennsylvania
$228K -$13.7K -78 -5%
IIC
2040
Integrated Investment Consultants
Michigan
$227K -$77K -438 -23%
JC
2041
JM2 Capital
Oklahoma
$227K -$45K -256 -15%
YWM
2042
Yoder Wealth Management
California
$227K +$9.67K +55 +4%
6F
2043
626 Financial
Michigan
$227K -$127K -722 -33%
MA
2044
MJP Associates
Connecticut
$226K -$48.4K -275 -16%
CPWA
2045
Cerro Pacific Wealth Advisors
California
$225K -$5.45K -31 -2%
AFM
2046
Armstrong Fleming & Moore
District of Columbia
$225K -$19.5K -111 -7%
AGM
2047
Alpine Global Management
New York
$223K +$251K +1,426 New
EL
2048
EWA LLC
Pennsylvania
$223K -$124K -706 -33%
YWS
2049
Yarger Wealth Strategies
Ohio
$223K +$48.2K +274 +25%
TP
2050
TritonPoint Partners
Maryland
$223K +$250K +1,419 New