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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1976
Bravera Wealth
North Dakota
$32.6K – – –
RWM
1977
RMG Wealth Management
Wisconsin
$31.4K – – –
OPTFSNA
1978
Old Point Trust & Financial Services N A
Virginia
$31.3K – – –
DF
1979
Dunhill Financial
United Kingdom
$31K -$1.13K -8 -3%
DWM
1980
Dogwood Wealth Management
Kansas
$30.7K +$4.93K +35 +17%
ATC
1981
Adirondack Trust Company
New York
$30.6K +$13.5K +96 +66%
CWM
1982
Copia Wealth Management
Oregon
$30.3K – – –
CFM
1983
Cornerstone Financial Management
Massachusetts
$30.2K +$1.83K +13 +6%
VWA
1984
Valued Wealth Advisors
Utah
$29.6K +$11.5K +82 +54%
EPIME
1985
Evelyn Partners Investment Management (Europe)
$29.6K – – –
WAG
1986
Wilkerson Advisory Group
Missouri
$29.4K +$12K +85 +57%
NRG
1987
Nemes Rush Group
Michigan
$29.3K +$16K +114 +97%
CMA
1988
Cedar Mountain Advisors
Oregon
$28.3K +$8.73K +62 +38%
TC
1989
Tacita Capital
Ontario, Canada
$27.9K – – –
RWM
1990
Raffa Wealth Management
District of Columbia
$27.9K +$18.4K +131 +146%
FMP
1991
Financial Management Professionals
Texas
$27.5K +$3.52K +25 +13%
HWA
1992
HHM Wealth Advisors
Tennessee
$27.3K +$30.4K +216 New
IWP
1993
IAG Wealth Partners
Wisconsin
$27K -$14.1K -100 -32%
FC
1994
Fairscale Capital
New Hampshire
$26.7K -$14.4K -102 -33%
SSG
1995
Summit Securities Group
New York
$25.5K -$227K -1,616 -89%
CI
1996
Clal Insurance
Israel
$25K +$12.8K +91 +85%
DWS
1997
Dynamic Wealth Strategies
California
$24.1K – – –
PWMG
1998
Private Wealth Management Group
New Jersey
$24K – – –
MWM
1999
Mascoma Wealth Management
New Hampshire
$22.7K -$2.25K -16 -8%
ISWM
2000
Intesa Sanpaolo Wealth Management
$22.1K -$1.95M -13,848 -99%
78 79
80
81 82