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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2151
Benchmark Investment Advisors
Illinois
$289K – – –
FAM
2152
Forte Asset Management
New York
$289K – – –
FCM
2153
Fourpath Capital Management
Oklahoma
$289K +$41.2K +154 +16%
CFS
2154
CRA Financial Services
New Jersey
$288K +$66.1K +247 +28%
AGC
2155
Aspen Grove Capital
Colorado
$288K +$12K +45 +4%
APA
2156
Astoria Portfolio Advisors
New York
$287K +$29.7K +111 +11%
PWAM
2157
Pinnacle West Asset Management
Wyoming
$287K +$2.68K +10 +0.9%
TCWA
2158
Turtle Creek Wealth Advisors
Texas
$287K +$47.9K +179 +19%
KFC
2159
Klingenstein Fields & Co
New York
$286K – – –
CFO
2160
Collective Family Office
Pennsylvania
$286K -$27.3K -102 -8%
FMII
2161
Farmers & Merchants Investments Inc
Nebraska
$286K -$1.87K -7 -0.6%
JWM
2162
Janiczek Wealth Management
Colorado
$284K -$48.2K -180 -14%
DFG
2163
Delta Financial Group
New Jersey
$284K -$66.9K -250 -18%
GA
2164
GSG Advisors
New Jersey
$283K -$1.61K -6 -0.5%
MWA
2165
Muirfield Wealth Advisors
North Carolina
$283K +$18.2K +68 +7%
MCM
2166
Mengis Capital Management
Oregon
$283K – – –
VC
2167
Veracity Capital
Georgia
$282K -$71.7K -268 -20%
MFWP
2168
Mosaic Family Wealth Partners
Missouri
$282K +$14.2K +53 +5%
TWP
2169
Tempus Wealth Planning
California
$282K +$42.5K +159 +17%
NIM
2170
Northeast Investment Management
Massachusetts
$281K +$14.2K +53 +5%
FL
2171
Fort LP
Maryland
$281K +$69.3K +259 +31%
BEI
2172
Benjamin Edwards Inc
Missouri
$281K -$18.2K -68 -6%
CH
2173
Canton Hathaway
Rhode Island
$280K – – –
SFG
2174
SevenBridge Financial Group
Pennsylvania
$280K +$1.87K +7 +0.6%
CT
2175
Colonial Trust
South Carolina
$279K +$73K +273 +34%