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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
CCG Wealth Management
California
$231K -$45.6K -316 -19%
AMM
2002
American Money Management
California
$230K +$188K +1,306 New
JIC
2003
Joel Isaacson & Co
New York
$230K +$188K +1,305 New
TBT
2004
Texas Bank & Trust
Texas
$229K +$187K +1,300 New
YWM
2005
Yoder Wealth Management
California
$229K +$187K +1,300 New
KTC
2006
Kentucky Trust Company
Kentucky
$228K +$49K +340 +36%
CIP
2007
Convergence Investment Partners
Florida
$228K +$186K +1,292 New
SA
2008
Sonoma Allocations
California
$228K +$190K +1,316 New
TSW
2009
Three Seasons Wealth
Utah
$226K +$185K +1,280 New
EFMH
2010
E Fund Management (HK)
Hong Kong
$225K +$19.2K +133 +12%
HPM
2011
Hoxton Planning & Management
West Virginia
$224K +$184K +1,273 New
KA
2012
Kure Advisory
Minnesota
$224K +$183K +1,272 New
MCM
2013
Massar Capital Management
Connecticut
$224K +$183K +1,272 New
VCP
2014
Verus Capital Partners
Arizona
$224K +$183K +1,268 New
SC
2015
Schubert & Co
Texas
$223K +$182K +1,263 New
PS
2016
Planned Solutions
California
$222K +$181K +1,258 New
OCM
2017
Osbon Capital Management
Massachusetts
$222K – – –
TFM
2018
TFC Financial Management
Massachusetts
$222K +$3.75K +26 +2%
PFA
2019
Presper Financial Architects
Ohio
$221K +$181K +1,256 New
WF
2020
WealthPoint Financial
North Carolina
$221K +$181K +1,253 New
BAM
2021
Belpointe Asset Management
Nevada
$221K +$180K +1,251 New
NAMNJ
2022
NorthStar Asset Management (New Jersey)
New Jersey
$220K +$180K +1,249 New
NBWM
2023
North Berkeley Wealth Management
California
$220K +$180K +1,246 New
SMA
2024
Sage Mountain Advisors
Georgia
$219K +$179K +1,242 New
AFPL
2025
Advus Financial Partners, LLC
Florida
$219K +$179K +1,241 New
79 80
81
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