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Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2001
Stonehage Fleming Financial Services
Jersey
$90.9K +$76.9K +455 New
PAM
2002
Paradigm Asset Management
New York
$89.9K – – –
EBA
2003
Eagle Bay Advisors
New York
$86.7K +$8.78K +52 +14%
BIA
2004
Bell Investment Advisors
California
$85.5K +$19.4K +115 +37%
FCG
2005
Financial Connections Group
California
$83K – – –
SIS
2006
Sound Income Strategies
Florida
$82.7K -$8.45K -50 -11%
BAM
2007
Byrne Asset Management
New Jersey
$81K +$49.8K +295 +268%
WAM
2008
WFA Asset Management
Wisconsin
$79.9K – – –
SIS
2009
Strategic Investment Solutions
Illinois
$78.5K +$66.4K +393 New
C
2010
Covestor
United Kingdom
$76K -$22.3K -132 -26%
CSS
2011
Cubist Systematic Strategies
Connecticut
$73.9K -$4.78M -28,324 -99%
MFG
2012
Mendota Financial Group
Wisconsin
$71.6K – – –
WP
2013
WealthPLAN Partners
Nebraska
$71.5K +$60.5K +358 New
CB
2014
Community Bank
New York
$69.3K – – –
SWA
2015
Sutton Wealth Advisors
Florida
$67.1K -$323K -1,914 -85%
CSWM
2016
Cassady Schiller Wealth Management
Ohio
$66.7K – – –
CCA
2017
Column Capital Advisors
Indiana
$66.5K – – –
ECM
2018
Estabrook Capital Management
New York
$66.1K – – –
PCM
2019
Pointe Capital Management
Michigan
$65.9K +$55.7K +330 New
PGAM
2020
Princeton Global Asset Management
New Jersey
$64.1K +$53.2K +315 +5,250%
MHR
2021
Matthew Hamilton Rosenberg
$63.7K – – –
FPFS
2022
First Personal Financial Services
North Carolina
$62.7K -$3.72K -22 -7%
JWA
2023
JFS Wealth Advisors
Pennsylvania
$62.7K +$6.08K +36 +13%
ME
2024
McIlrath & Eck
Washington
$62.1K -$338 -2 -0.6%
MLA
2025
MB, Levis & Associates
Pennsylvania
$62.1K – – –
79 80
81
82 83