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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1976
Ares Financial Consulting
California
$13.5K +$13.4K +100 New
FCMT
1977
Founders Capital Management (Texas)
Texas
$13.5K +$13.4K +100 New
DPW
1978
DiNuzzo Private Wealth
Pennsylvania
$13.4K +$3.48K +26 +36%
BSB
1979
Bangor Savings Bank
Maine
$13.1K +$13K +97 New
HNW
1980
High Note Wealth
Minnesota
$13K +$11.8K +88 +1,100%
BWM
1981
Benson Wealth Management
Tennessee
$12.4K +$12.3K +92 New
SRCM
1982
Signature Resources Capital Management
California
$12.3K +$1.2K +9 +11%
PIS
1983
POM Investment Strategies
North Carolina
$12.2K +$12K +90 New
BLC
1984
Brown, Lisle/Cummings
Rhode Island
$12.2K – – –
RWM
1985
Raffa Wealth Management
District of Columbia
$12.2K +$3.08K +23 +34%
TFGT
1986
TS Financial Group (TSFG)
Illinois
$12K – – –
IW
1987
Imprint Wealth
South Carolina
$11.9K -$31.8K -238 -73%
RWA
1988
Redmont Wealth Advisors
Illinois
$11.9K – – –
AT
1989
Arlington Trust
Alabama
$11.5K -$218K -1,631 -95%
PCFFS
1990
Pacific Center for Financial Services
California
$11.4K – – –
BHWM
1991
Bay Harbor Wealth Management
Maryland
$11.1K +$3.88K +29 +55%
LB
1992
Legacy Bridge
Iowa
$10.5K +$7.62K +57 +271%
USB
1993
Union Savings Bank
Connecticut
$10.5K +$10.4K +78 New
PAI
1994
Pittenger & Anderson Inc
Nebraska
$10.1K +$6.02K +45 +150%
TBFA
1995
Three Bearings Fiduciary Advisors
New Hampshire
$9.22K +$8.56K +64 New
JFA
1996
JNBA Financial Advisors
Minnesota
$9.19K +$9.1K +68 New
ECM
1997
Estabrook Capital Management
New York
$8.78K – – –
JGIA
1998
Jackson Grant Investment Advisers
Connecticut
$8.65K – – –
ADL
1999
Asset Dedication LLC
California
$8.51K – – –
KA
2000
Kozak & Associates
Colorado
$7.73K – – –
78 79
80
81 82