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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TF
2201
TimeScale Financial
Massachusetts
$23K +$14.3K +70 +179%
BG
2202
Bollard Group
Massachusetts
$23K +$17.4K +85 +340%
CTA
2203
Colonial Trust Advisors
South Carolina
$22.8K +$817 +4 +4%
OPTFSNA
2204
Old Point Trust & Financial Services N A
Virginia
$22.6K +$21.8K +107 New
CTWM
2205
Cherry Tree Wealth Management
Minnesota
$22.2K +$21.4K +105 New
BC
2206
Belmont Capital
California
$21.3K +$20.6K +101 New
FFA
2207
Fairfield Financial Advisors
Massachusetts
$21.1K
SFG
2208
Steward Financial Group
Texas
$21K -$4.08K -20 -17%
TC
2209
Tacita Capital
Ontario, Canada
$21K
IPW
2210
Impact Partnership Wealth
Georgia
$20.7K +$20K +98 New
OA
2211
Operose Advisors
Wisconsin
$20.3K
MA
2212
MCF Advisors
Kentucky
$20.3K +$2.25K +11 +13%
Cohen & Steers
2213
Cohen & Steers
New York
$20K -$21.6K -106 -53%
GFL
2214
Granite FO LLC
New Hampshire
$18.8K
MTIM
2215
Marathon Trading Investment Management
Pennsylvania
$18.6K -$207K -1,012 -92%
PO
2216
Private Ocean
California
$18.6K -$5.31K -26 -23%
SF
2217
Safeguard Financial
Wisconsin
$17K +$17.1K +84 New
JMF
2218
Johnson Midwest Financial
Iowa
$16.9K
SIS
2219
Strategic Investment Solutions
Illinois
$16.6K -$64.3K -315 -80%
SWM
2220
Sugarloaf Wealth Management
Georgia
$16.1K
DMKJ
2221
David M. Knott Jr
$16K
FP
2222
Financial Perspectives
Minnesota
$15.8K
MSFP
2223
Mark Sheptoff Financial Planning
Connecticut
$15.8K +$15.3K +75 New
PG
2224
Prostatis Group
Maryland
$15.8K +$2.63M +12,901 New
PFG
2225
Piershale Financial Group
Illinois
$15.8K