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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
FG
2301
Foster Group
Iowa
$296K +$283K +982 New
EP
2302
EPIQ Partners
Minnesota
$295K
Kayne Anderson Rudnick Investment Management
2303
Kayne Anderson Rudnick Investment Management
California
$294K -$2.02K -7 -0.7%
FWM
2304
Focused Wealth Management
New York
$294K +$34.6K +120 +14%
FCM
2305
Fourpath Capital Management
Oklahoma
$292K -$5.77K -20 -2%
BHPW
2306
Beverly Hills Private Wealth
California
$292K -$4.04K -14 -1%
AM
2307
Account Management
Massachusetts
$292K
HHRDM
2308
H&H Retirement Design & Management
Nevada
$291K +$307K +1,064 New
SWG
2309
Summit Wealth Group
Vermont
$291K
BWG
2310
Balanced Wealth Group
Ohio
$291K +$58K +201 +23%
CWA
2311
Consilio Wealth Advisors
Washington
$290K +$19.6K +68 +8%
ACM
2312
Aquatic Capital Management
Illinois
$289K +$277K +960 New
NSAM
2313
North Star Asset Management
Wisconsin
$289K +$277K +959 New
SWM
2314
Scissortail Wealth Management
Oklahoma
$289K -$704K -2,440 -72%
SAF
2315
Smith Anglin Financial
Texas
$289K -$2.88K -10 -1%
CG
2316
Clifford Group
Massachusetts
$288K
MA
2317
MJP Associates
Connecticut
$288K +$276K +955 New
CAM
2318
Claret Asset Management
Quebec, Canada
$286K +$20.8K +72 +8%
C
2319
Covestor
United Kingdom
$286K +$37.8K +131 +16%
IFPG
2320
Intrepid Financial Planning Group
Indiana
$286K
GAMC
2321
Garner Asset Management Corp
Texas
$284K
SIMG
2322
Stephens Investment Management Group
Texas
$284K
MMM
2323
Mendel Money Management
Illinois
$283K +$49.1K +170 +22%
BCMLT
2324
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$42.4K +147 +19%
ERWM
2325
Elk River Wealth Management
Colorado
$283K +$270K +937 New