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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2151
Strategic Investment Advisors
Michigan
$108K +$16.9K +96 +16%
BCM
2152
Blume Capital Management
California
$108K +$1.76K +10 +1%
APW
2153
Allied Private Wealth
Florida
$107K +$113K +645 New
OCWP
2154
Owl Creek Wealth Partners
Colorado
$107K -$7.91K -45 -6%
MAM
2155
Meeder Asset Management
Ohio
$106K +$37.3K +212 +46%
CHC
2156
City Holding Co
West Virginia
$105K +$8.44K +48 +8%
TCM
2157
Timbuktu Capital Management
Massachusetts
$105K +$118K +672 New
SN
2158
Sittner & Nelson
Oregon
$104K -$19K -108 -14%
WG
2159
Wellington Group
Indiana
$102K
RFS
2160
Richardson Financial Services
Massachusetts
$99.8K +$2.64K +15 +2%
OA
2161
Operose Advisors
Wisconsin
$99.5K -$1.93K -11 -2%
FRA
2162
Front Row Advisors
California
$98.7K -$38.7K -220 -31%
FWA
2163
Flagship Wealth Advisors
Massachusetts
$97.9K +$108K +617 +7,713%
SGFG
2164
Silver Grove Financial Group
New York
$97K +$106K +604 +4,027%
SWA
2165
SOA Wealth Advisors
New York
$97K -$20.8K -118 -16%
SL
2166
Salomon & Ludwin
Virginia
$97K -$1.58K -9 -1%
WA
2167
WPG Advisers
Maryland
$95.6K +$64.5K +367 +151%
IPS
2168
Investors Portfolio Services
Washington
$94.5K +$101K +572 +1,845%
Cohen & Steers
2169
Cohen & Steers
New York
$94K
GC
2170
Globeflex Capital
California
$94K
FLP
2171
Financial Life Planners
Arizona
$93.4K +$1.93K +11 +2%
BAM
2172
Byrne Asset Management
New Jersey
$93.1K -$13K -74 -11%
BHWM
2173
Beaird Harris Wealth Management
Texas
$92.7K +$28.8K +164 +38%
JWA
2174
JFS Wealth Advisors
Pennsylvania
$92.6K -$41K -233 -28%
PAG
2175
Paladin Advisory Group
Iowa
$92.4K