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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2326
Source Financial Advisors
New York
$212K +$182K +804 New
FRA
2327
Front Row Advisors
California
$211K -$23.1K -102 -11%
RWM
2328
RKL Wealth Management
Pennsylvania
$210K +$181K +798 New
HNWAG
2329
High Net Worth Advisory Group
Florida
$210K +$180K +797 New
EA
2330
Echo45 Advisors
California
$209K +$180K +794 New
HCM
2331
HMS Capital Management
Tennessee
$209K +$180K +794 New
TA
2332
TruWealth Advisors
Louisiana
$208K +$179K +792 New
3IP
2333
3Chopt Investment Partners
Virginia
$208K +$179K +791 New
MYIA
2334
Mount Yale Investment Advisors
Colorado
$208K -$1.23M -5,453 -87%
WCA
2335
Westover Capital Advisors
Delaware
$207K +$178K +788 New
CT
2336
Colonial Trust
South Carolina
$207K -$7.92K -35 -4%
HB
2337
Horizon Bancorp
Indiana
$207K -$41.6K -184 -19%
AFG
2338
ABLE Financial Group
Arizona
$207K +$178K +785 New
MCM
2339
Manchester Capital Management
Vermont
$206K +$29.2K +129 +20%
A
2340
AJOVista
Massachusetts
$204K +$175K +775 New
GCP
2341
Gill Capital Partners
Colorado
$204K +$175K +775 New
SPC
2342
Stewart & Patten Company
California
$203K +$175K +773 New
BSSFA
2343
Baron Silver Stevens Financial Advisors
Florida
$203K +$175K +772 New
AIA
2344
Alera Investment Advisors
Illinois
$203K +$174K +771 New
CWM
2345
Concentrum Wealth Management
California
$203K +$174K +771 New
JLBC
2346
J.L. Bainbridge & Co
Florida
$203K +$174K +771 New
WSWA
2347
Warren Street Wealth Advisors
California
$203K +$174K +771 New
MMM
2348
Mendel Money Management
Illinois
$203K +$174K +770 New
WJA
2349
Willis Johnson & Associates
Texas
$202K +$174K +769 New
TCWM
2350
Total Clarity Wealth Management
Illinois
$202K +$173K +766 New