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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
2001
Norris Perne & French
Michigan
$237K -$543K -7,536 -74%
GAM
2002
Gemmer Asset Management
California
$237K +$194K +2,690 New
FBT
2003
First Bank & Trust
South Dakota
$235K +$192K +2,670 New
WWM
2004
Walser Wealth Management
Florida
$235K -$116K -1,616 -38%
WIC
2005
Woodmont Investment Counsel
Tennessee
$234K +$192K +2,658 New
CSF
2006
Capital Squared Financial
Maryland
$234K +$192K +2,658 New
AC
2007
AWM Capital
Arizona
$233K +$191K +2,644 New
OC
2008
OceanIQ Capital
California
$232K +$200K +2,770 New
SRC
2009
Sage Rhino Capital
California
$232K +$189K +2,626 New
SA
2010
Strategic Advocates
Utah
$231K +$90.7K +1,258 +92%
CCMG
2011
Connecticut Capital Management Group
Connecticut
$231K +$189K +2,620 New
CWM
2012
CCG Wealth Management
California
$231K -$45.6K -632 -19%
AMM
2013
American Money Management
California
$230K +$188K +2,612 New
JIC
2014
Joel Isaacson & Co
New York
$230K +$188K +2,610 New
TBT
2015
Texas Bank & Trust
Texas
$229K +$187K +2,600 New
YWM
2016
Yoder Wealth Management
California
$229K +$187K +2,600 New
KTC
2017
Kentucky Trust Company
Kentucky
$228K +$49K +680 +36%
CIP
2018
Convergence Investment Partners
Florida
$228K +$186K +2,584 New
SA
2019
Sonoma Allocations
California
$228K +$190K +2,632 New
TSW
2020
Three Seasons Wealth
Utah
$226K +$185K +2,560 New
EFMH
2021
E Fund Management (HK)
Hong Kong
$225K +$19.2K +266 +12%
HPM
2022
Hoxton Planning & Management
West Virginia
$224K +$184K +2,546 New
KA
2023
Kure Advisory
Minnesota
$224K +$183K +2,544 New
MCM
2024
Massar Capital Management
Connecticut
$224K +$183K +2,544 New
VCP
2025
Verus Capital Partners
Arizona
$224K +$183K +2,536 New
79 80
81
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