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Amphenol
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2001
Synergy Investment Management
Florida
$22.1K +$24.6K +175 New
CTWM
2002
Cherry Tree Wealth Management
Minnesota
$21.7K – – –
OC
2003
Oakworth Capital
Alabama
$21.7K – – –
EIM
2004
Essex Investment Management
Massachusetts
$21.2K – – –
MSWM
2005
Mowery & Schoenfeld Wealth Management
Illinois
$21K – – –
LAS
2006
Lloyd Advisory Services
Georgia
$20.6K -$6.9K -49 -23%
KFG
2007
Kingdom Financial Group
Arizona
$20.6K +$5.35K +38 +30%
SFS
2008
Sunrise Financial Services
Washington
$20.5K – – –
EWP
2009
Elevation Wealth Partners
California
$19.7K -$422 -3 -2%
SGK
2010
Steigerwald Gordon & Koch
Virginia
$19.6K – – –
TC
2011
Truvestments Capital
Florida
$19.5K -$9.57K -68 -31%
GWP
2012
Gen-Wealth Partners
Michigan
$19.3K +$21.5K +153 New
NSIM
2013
North Star Investment Management
Illinois
$19.1K +$3.8K +27 +22%
YAL
2014
Your Advocates Ltd
Texas
$19K – – –
GEA
2015
Glen Eagle Advisors
New Jersey
$18.6K – – –
JGCM
2016
Joseph Group Capital Management
Ohio
$18.1K -$1.69K -12 -8%
BDPWM
2017
Barnes Dennig Private Wealth Management
Ohio
$17.9K -$54.5K -387 -73%
BFS
2018
Bare Financial Services
Pennsylvania
$17.7K +$2.96K +21 +18%
AIS
2019
Advocate Investing Services
Maryland
$17.6K – – –
MWM
2020
Mosley Wealth Management
California
$17K +$19.3K +137 New
SA
2021
SRH Advisors
Kansas
$16.2K – – –
SFG
2022
Strive Financial Group
Indiana
$16K – – –
Q1WB
2023
Quest 10 Wealth Builders
Virginia
$15.6K +$9.99K +71 +137%
GWS
2024
Greykasell Wealth Strategies
California
$15.2K – – –
WT
2025
WHI Trust
Illinois
$15.2K – – –
79 80
81
82 83