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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2001
JNBA Financial Advisors
Minnesota
$9.19K +$9.1K +136 New
ECM
2002
Estabrook Capital Management
New York
$8.78K – – –
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$8.65K – – –
ADL
2004
Asset Dedication LLC
California
$8.51K – – –
KA
2005
Kozak & Associates
Colorado
$7.73K – – –
Q1WB
2006
Quest 10 Wealth Builders
Virginia
$7.04K +$5.35K +80 +333%
DMIC
2007
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.09K +$6.02K +90 New
EFMH
2008
E Fund Management (HK)
Hong Kong
$6.09K +$4.55K +68 +425%
CFG
2009
Clayton Financial Group
Missouri
$6.08K +$6.02K +90 New
NL
2010
NVWM LLC
Pennsylvania
$6.08K +$1.34K +20 +29%
OC
2011
Optima Capital
Oregon
$5.68K +$5.62K +84 New
BC
2012
Barrett & Company
Rhode Island
$5.68K – – –
PSB
2013
Piscataqua Savings Bank
New Hampshire
$5.67K +$5.62K +84 New
TCA
2014
Trifecta Capital Advisors
Illinois
$5.27K -$12.8K -192 -71%
HIA
2015
HFM Investment Advisors
New Jersey
$5.27K +$3.48K +52 +200%
T
2016
Tidemark
California
$5.27K -$2.01K -30 -28%
BT
2017
Banque Transatlantique
France
$5.27K – – –
HWM
2018
HighMark Wealth Management
Minnesota
$5.27K – – –
SWIM
2019
Smallwood Wealth Investment Management
New Jersey
$5.27K +$2.67K +40 +105%
CIA
2020
Cape Investment Advisory
Georgia
$5K +$4.55K +68 +1,133%
ACA
2021
American Capital Advisory
Idaho
$4.73K +$535 +8 +13%
SHIM
2022
Stone House Investment Management
Pennsylvania
$4.73K +$1.07K +16 +30%
QWM
2023
Quaker Wealth Management
New Jersey
$4.46K +$669 +10 +18%
ECA
2024
Elevated Capital Advisors
Utah
$4.32K +$4.28K +64 New
PS
2025
PayPay Securities
Japan
$4.19K +$803 +12 +24%
79 80
81
82 83