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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
CC
2026
Cadinha & Co
Hawaii
$216K -$653K -3,034 -75%
CWM
2027
Connecticut Wealth Management
Connecticut
$216K -$86.7K -403 -28%
Wealth Enhancement Advisory Services
2028
Wealth Enhancement Advisory Services
Minnesota
$216K -$29.1K -135 -12%
VC
2029
Veracity Capital
Georgia
$216K -$6.03K -28 -3%
NWM
2030
NEIRG Wealth Management
Massachusetts
$216K +$43.3K +201 +25%
MMPW
2031
Mitchell McLeod Pugh & Williams
Alabama
$215K -$3.23K -15 -1%
TWM
2032
Triton Wealth Management
Arizona
$215K – – –
TIM
2033
Thompson Investment Management
Wisconsin
$214K – – –
QC
2034
Quent Capital
New York
$214K +$125K +579 +135%
SI
2035
Sora Investors
Pennsylvania
$214K +$217K +1,007 New
BIA
2036
Bigelow Investment Advisors
Maine
$213K +$216K +1,004 New
DWM
2037
Dorchester Wealth Management
Quebec, Canada
$212K -$29.1K -135 -14%
PIP
2038
Peachtree Investment Partners
Florida
$212K -$1.51K -7 -0.7%
AIA
2039
Arbor Investment Advisors
North Carolina
$212K – – –
CFIA
2040
Cantor Fitzgerald Investment Advisors
New York
$212K – – –
CCC
2041
Chelsea Counsel Company
California
$211K – – –
GSIS
2042
Global Strategic Investment Solutions
Arizona
$211K +$3.44K +16 +2%
Vise Technologies
2043
Vise Technologies
New York
$210K +$213K +990 New
PNAA
2044
Pictet North America Advisors
Switzerland
$209K +$11.2K +52 +6%
SCFS
2045
S.C. Financial Services
Arizona
$208K – – –
Advisory Alpha
2046
Advisory Alpha
Michigan
$208K +$211K +979 New
OCM
2047
Orser Capital Management
Texas
$208K +$211K +980 New
TF
2048
Trek Financial
Arizona
$208K +$211K +980 New
FIA
2049
FNY Investment Advisers
New York
$208K +$211K +982 New
BWM
2050
Bulltick Wealth Management
Florida
$208K +$211K +979 New