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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
BC
2201
Barrett & Company
Rhode Island
$22.3K
CTA
2202
Colonial Trust Advisors
South Carolina
$21.9K
CTWM
2203
Cherry Tree Wealth Management
Minnesota
$21.3K
MFG
2204
Mendota Financial Group
Wisconsin
$20.7K -$50.8K -235 -70%
BC
2205
Belmont Capital
California
$20.5K
FFA
2206
Fairfield Financial Advisors
Massachusetts
$20.3K
TC
2207
Tacita Capital
Ontario, Canada
$20.3K
DAC
2208
Dividend Assets Capital
South Carolina
$20K -$5.4K -25 -20%
QL
2209
Quarry LP
New York
$19.5K -$21K -97 -50%
SFG
2210
Steward Financial Group
Texas
$19K -$648 -3 -3%
Cohen & Steers
2211
Cohen & Steers
New York
$19K
RFA
2212
Register Financial Advisors
Georgia
$18.5K -$11.5K -53 -37%
GFL
2213
Granite FO LLC
New Hampshire
$18K
KFS
2214
Kelly Financial Services
Massachusetts
$18K +$9.07K +42 +89%
PO
2215
Private Ocean
California
$16.2K -$1.73K -8 -9%
DMKJ
2216
David M. Knott Jr
$16K
AWM
2217
Ameliora Wealth Management
Switzerland
$15.8K +$16.9K +78 New
SWM
2218
Sugarloaf Wealth Management
Georgia
$15.4K
FP
2219
Financial Perspectives
Minnesota
$15.2K
MSFP
2220
Mark Sheptoff Financial Planning
Connecticut
$15.2K
LF
2221
Lee Financial
Texas
$14.8K
BAM
2222
Bellevue Asset Management
Washington
$14.2K
CAM
2223
Costello Asset Management
Pennsylvania
$14K
SC
2224
Steph & Co
Wisconsin
$13.4K
HWA
2225
HHM Wealth Advisors
Tennessee
$13K