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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
2401
Ogorek Anthony Joseph
New York
$100K +$22.8K +110 +26%
SFG
2402
Strive Financial Group
Indiana
$99K -$13.3K -64 -11%
OCM
2403
Osbon Capital Management
Massachusetts
$98.2K
HDIM
2404
Hanson & Doremus Investment Management
Vermont
$98K -$19.1K -92 -15%
VC
2405
Vestor Capital
Illinois
$98K -$15.7K -76 -13%
PGAM
2406
Princeton Global Asset Management
New Jersey
$96.8K -$5.39K -26 -5%
BCPWM
2407
Bradley & Co Private Wealth Management
Florida
$95K
TIAA Trust, National Association
2408
TIAA Trust, National Association
North Carolina
$94.5K -$19M -91,600 -99%
C
2409
Covestor
United Kingdom
$94K -$52.8K -255 -34%
OCM
2410
Osterweis Capital Management
California
$93.7K -$20.1M -97,246 -99%
SMFG
2411
Sumitomo Mitsui Financial Group
Japan
$93.3K -$227K -1,094 -69%
CM
2412
Caption Management
Oklahoma
$93.3K +$104K +500 New
1IA
2413
1620 Investment Advisors
Massachusetts
$92.7K -$1.66K -8 -2%
PWAM
2414
Private Wealth Asset Management
Iowa
$90.9K -$11.2K -54 -10%
TSMHT
2415
Thurston Springer Miller Herd & Titak
Indiana
$90.2K -$55.7K -269 -36%
MWM
2416
Mascoma Wealth Management
New Hampshire
$90.2K -$7.25K -35 -7%
BIA
2417
Bell Investment Advisors
California
$90K -$6.63K -32 -6%
OWA
2418
Opal Wealth Advisors
New York
$89.4K -$108K -521 -52%
MAM
2419
Meeder Asset Management
Ohio
$86.8K +$21.3K +103 +28%
CPG
2420
Cornerstone Planning Group
New Jersey
$86.1K +$622 +3 +0.7%
JGCM
2421
Joseph Group Capital Management
Ohio
$84.7K -$3.33M -16,081 -97%
QL
2422
Quarry LP
New York
$84K +$80.8K +390 +650%
WAG
2423
Wilkerson Advisory Group
Missouri
$81.9K -$377K -1,822 -81%
VFM
2424
Vision Financial Markets
Connecticut
$81.8K -$15.5K -75 -15%
PWA
2425
Physician Wealth Advisors
Utah
$80.3K +$29.6K +143 +50%