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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2801
Summit Wealth Group
Vermont
$701K +$84.5K +700 +16%
KA
2802
KLCM Advisors
Wisconsin
$698K +$45.9K +380 +8%
FNT
2803
First Nebraska Trust
Nebraska
$698K +$21.7K +180 +4%
WC
2804
Weil Company
California
$695K -$19.3K -160 -3%
IIA
2805
ICW Investment Advisors
Arizona
$695K – – –
CCG
2806
Chatham Capital Group
Georgia
$695K +$12.1K +100 +2%
CCB
2807
Cutter & Co Brokerage
Missouri
$695K +$53.1K +440 +10%
WPC
2808
Waters Parkerson & Co
Louisiana
$692K – – –
AC
2809
Apella Capital
Connecticut
$692K +$24.2K +200 +4%
NA
2810
Navellier & Associates
Nevada
$690K -$19.3K -160 -3%
RB
2811
Rodgers Brothers
Pennsylvania
$690K +$24.2K +200 +4%
OWIM
2812
Old West Investment Management
California
$689K – – –
GIP
2813
Greatmark Investment Partners
Georgia
$684K -$72.5K -600 -11%
DC
2814
Defender Capital
North Carolina
$684K – – –
LI
2815
LVZ Inc
Michigan
$684K – – –
PP
2816
PrairieView Partners
Minnesota
$684K – – –
RPGK
2817
Retirement Planning Group (Kansas)
Kansas
$684K +$237K +1,960 +65%
LWMM
2818
Legacy Wealth Management (Mississippi)
Mississippi
$681K +$48.3K +400 +9%
OFS
2819
OneAscent Financial Services
Alabama
$681K +$16.9K +140 +3%
SWAG
2820
Spectrum Wealth Advisory Group
California
$679K – – –
HI
2821
Horizon Investments
North Carolina
$679K +$126K +1,040 +27%
MHR
2822
Matthew Hamilton Rosenberg
$676K +$101K +840 +21%
OPCM
2823
Osborne Partners Capital Management
California
$673K -$164K -1,360 -22%
SHWM
2824
Smith & Howard Wealth Management
Georgia
$673K -$150K -1,240 -20%
FA
2825
Financial Advisors
Massachusetts
$673K -$21.7K -180 -4%
111 112
113
114 115