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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
2001
Quest 10 Wealth Builders
Virginia
$7.04K +$5.35K +40 +333%
DMIC
2002
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.09K +$6.02K +45 New
EFMH
2003
E Fund Management (HK)
Hong Kong
$6.09K +$4.55K +34 +425%
CFG
2004
Clayton Financial Group
Missouri
$6.08K +$6.02K +45 New
NL
2005
NVWM LLC
Pennsylvania
$6.08K +$1.34K +10 +29%
OC
2006
Optima Capital
Oregon
$5.68K +$5.62K +42 New
BC
2007
Barrett & Company
Rhode Island
$5.68K – – –
PSB
2008
Piscataqua Savings Bank
New Hampshire
$5.67K +$5.62K +42 New
TCA
2009
Trifecta Capital Advisors
Illinois
$5.27K -$12.8K -96 -71%
HIA
2010
HFM Investment Advisors
New Jersey
$5.27K +$3.48K +26 +200%
T
2011
Tidemark
California
$5.27K -$2.01K -15 -28%
BT
2012
Banque Transatlantique
France
$5.27K – – –
HWM
2013
HighMark Wealth Management
Minnesota
$5.27K – – –
SWIM
2014
Smallwood Wealth Investment Management
New Jersey
$5.27K +$2.67K +20 +105%
CIA
2015
Cape Investment Advisory
Georgia
$5K +$4.55K +34 +1,133%
ACA
2016
American Capital Advisory
Idaho
$4.73K +$535 +4 +13%
SHIM
2017
Stone House Investment Management
Pennsylvania
$4.73K +$1.07K +8 +30%
QWM
2018
Quaker Wealth Management
New Jersey
$4.46K +$669 +5 +18%
ECA
2019
Elevated Capital Advisors
Utah
$4.32K +$4.28K +32 New
PS
2020
PayPay Securities
Japan
$4.19K +$803 +6 +24%
SN
2021
Sittner & Nelson
Oregon
$4.09K – – –
FC
2022
Financial Consulate
Maryland
$4.05K – – –
APW
2023
Atlantic Private Wealth
North Carolina
$3.75K – – –
TCM
2024
Tradewinds Capital Management
Washington
$3.51K – – –
TPBG
2025
Turning Point Benefit Group
Maryland
$3.51K +$2.67K +20 +333%
79 80
81
82 83