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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
WF
2101
Womack Financial
Texas
$277K
BPFA
2102
Barnes Pettey Financial Advisors
Mississippi
$277K -$59K -285 -16%
CAU
2103
Caxton Associates (UK)
$277K -$3.87M -18,669 -93%
Betterment LLC
2104
Betterment LLC
New York
$276K +$306K +1,479 New
BIG
2105
Brookwood Investment Group
Arizona
$276K -$130K -629 -30%
GLA
2106
Great Lakes Advisors
Illinois
$275K -$439K -2,117 -59%
GAM
2107
Gemmer Asset Management
California
$275K -$28K -135 -8%
FWP
2108
Flatrock Wealth Partners
California
$274K +$54.9K +265 +22%
MCCP
2109
Mission Creek Capital Partners
California
$274K -$2.35M -11,343 -89%
CPWA
2110
Cerro Pacific Wealth Advisors
California
$274K +$4.35K +21 +1%
PWS
2111
Peterson Wealth Services
Utah
$274K -$148K -716 -33%
AW
2112
Alteri Wealth
California
$273K +$19.9K +96 +7%
BOH
2113
Bank of Hawaii
Hawaii
$272K -$20.7K -100 -6%
AF
2114
Advisornet Financial
Minnesota
$272K -$23.8K -115 -7%
IFU
2115
iSAM Funds (UK)
United Kingdom
$272K +$301K +1,455 New
SCA
2116
Sandy Cove Advisors
Massachusetts
$272K +$11.2K +54 +4%
SIAG
2117
Safeguard Investment Advisory Group
California
$271K +$13.9K +67 +5%
RLH
2118
RD Lewis Holdings
Florida
$271K -$20.7K -100 -6%
CWA
2119
Cura Wealth Advisors
Illinois
$271K -$24K -116 -7%
HP
2120
Holistic Planning
Texas
$269K -$16K -77 -5%
SWA
2121
Strata Wealth Advisors
Texas
$269K +$12.2K +59 +4%
LWM
2122
LJI Wealth Management
Indiana
$269K -$31.3K -151 -9%
CRB
2123
Chad R. Baker
$269K -$13.5K -65 -4%
TWP
2124
Triad Wealth Partners
Kansas
$268K +$52.2K +252 +21%
VAM
2125
Verity Asset Management
North Carolina
$268K +$87.4K +422 +42%