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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2501
Janney Capital Management
Pennsylvania
$602K +$35.4K +400 +7%
BI
2502
Ballast Inc
Kentucky
$602K +$237K +2,680 +70%
BFO
2503
Biltmore Family Office
North Carolina
$601K +$122K +1,380 +27%
DW
2504
Domani Wealth
Pennsylvania
$599K – – –
GFPC
2505
Global Financial Private Client
Florida
$599K +$574K +6,480 New
VIMU
2506
Veritas Investment Management (UK)
United Kingdom
$597K – – –
SIS
2507
Sound Income Strategies
Florida
$597K +$53.1K +600 +10%
AIM
2508
AMI Investment Management
Indiana
$595K – – –
GD
2509
Grandfield & Dodd
New York
$595K – – –
DCM
2510
Davidson Capital Management
Texas
$595K +$570K +6,440 New
SFS
2511
Summit Financial Strategies
Ohio
$594K – – –
LCOV
2512
London Company of Virginia
Virginia
$591K – – –
WCG
2513
Weaver Consulting Group
California
$589K -$5.31K -60 -0.9%
WCWM
2514
Wooster Corthell Wealth Management
Connecticut
$589K – – –
BWM
2515
BT Wealth Management
Georgia
$588K +$77.9K +880 +16%
FCFC
2516
First Commonwealth Financial Corp
Pennsylvania
$586K -$63.7K -720 -10%
AP
2517
Adero Partners
California
$586K +$561K +6,340 New
BIAS
2518
Beacon Investment Advisory Services
New Jersey
$584K +$12.4K +140 +2%
OSNBOA
2519
Old Second National Bank of Aurora
Illinois
$584K +$117K +1,320 +26%
BWM
2520
BCS Wealth Management
Tennessee
$584K +$559K +6,320 New
TSS
2521
Two Sigma Securities
New York
$582K -$13.8M -156,420 -96%
EWM
2522
EPG Wealth Management
Georgia
$582K +$558K +6,300 New
OFS
2523
OneAscent Financial Services
Alabama
$578K -$303K -3,420 -35%
HT
2524
Heritage Trust
Oklahoma
$578K -$81.4K -920 -13%
FSC
2525
Full Sail Capital
Oklahoma
$577K -$8.85K -100 -2%
99 100
101
102 103