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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SC
2076
Seldon Capital
California
$170K
TFS
2077
TrustCore Financial Services
Tennessee
$170K +$5.38K +25 +3%
FCFS
2078
First Command Financial Services
Texas
$169K -$430 -2 -0.3%
FCB
2079
First Command Bank
Texas
$169K +$52.3K +243 +44%
JWM
2080
Janiczek Wealth Management
Colorado
$166K -$38.3K -178 -19%
ZIG
2081
Zullo Investment Group
Pennsylvania
$166K +$22.6K +105 +15%
TFM
2082
TFC Financial Management
Massachusetts
$162K
MW
2083
Milestone Wealth
New York
$161K
HR
2084
Howe & Rusling
New York
$161K +$3.23K +15 +2%
MAWCM
2085
Mine & Arao Wealth Creation & Management
California
$160K
LFG
2086
Larson Financial Group
Missouri
$157K -$37K -172 -19%
Kayne Anderson Rudnick Investment Management
2087
Kayne Anderson Rudnick Investment Management
California
$156K -$20.2K -94 -11%
BFC
2088
Bedel Financial Consulting
Indiana
$153K -$3.87K -18 -2%
MCM
2089
Magnolia Capital Management
New York
$149K
UID
2090
Union Investments & Development
Israel
$149K
SQA
2091
Simon Quick Advisors
New Jersey
$147K -$75.8K -352 -34%
SIMG
2092
Stephens Investment Management Group
Texas
$144K
KA
2093
Kozak & Associates
Colorado
$143K
KFP
2094
KB Financial Partners
New Jersey
$142K -$5.17K -24 -3%
HWM
2095
Holloway Wealth Management
Florida
$136K
SIAP
2096
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$135K -$8.18K -38 -6%
BCM
2097
Blume Capital Management
California
$134K +$6.46K +30 +5%
OIA
2098
Optimum Investment Advisors
Illinois
$134K +$6.46K +30 +5%
HDIM
2099
Hanson & Doremus Investment Management
Vermont
$133K +$34.6K +161 +35%
WIM
2100
Westside Investment Management
California
$132K +$281K +1,306 +78%