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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3451
Lifeworks Advisors
Michigan
$590K +$228K +2,358 +70%
CA
3452
Carson Advisory
Georgia
$589K +$98.1K +1,015 +22%
MHR
3453
Matthew Hamilton Rosenberg
$589K -$46.3K -479 -8%
CF
3454
Corrigan Financial
Rhode Island
$587K – – –
AA
3455
AJ Advisors
Tennessee
$587K -$7.05K -73 -1%
TIM
3456
Total Investment Management
Arizona
$586K +$63K +652 +13%
LF
3457
Lee Financial
Texas
$586K -$113K -1,168 -17%
TC
3458
Trilogy Capital
California
$585K -$45.9K -475 -8%
SFWC
3459
Strategic Family Wealth Counselors
New Jersey
$585K +$73.2K +758 +15%
AWM
3460
Aspire Wealth Management
Massachusetts
$583K +$2.13K +22 +0.4%
TM
3461
Tiger Management
New York
$583K – – –
AA
3462
Addison Advisors
Vermont
$582K +$49.4K +511 +10%
TF
3463
Theory Financial
Colorado
$580K -$1.93K -20 -0.4%
KWA
3464
Kellett Wealth Advisors
Ohio
$580K +$31.9K +330 +6%
MCM
3465
Monument Capital Management
Virginia
$580K +$168K +1,739 +45%
BCM
3466
Beddow Capital Management
Wyoming
$579K +$33.8K +350 +7%
SL
3467
Sentinus LLC
Illinois
$577K +$298K +3,087 +124%
AM
3468
Atwater Malick
Pennsylvania
$576K – – –
QFA
3469
Quantum Financial Advisors
California
$576K +$539K +5,580 New
CFP
3470
Curran Financial Partners
South Carolina
$576K +$9.95K +103 +2%
BAM
3471
Bayshore Asset Management
Florida
$575K -$15K -155 -3%
DJYG
3472
David J. Yvars Group
Florida
$575K +$226K +2,344 +73%
BSAM
3473
Blue Square Asset Management
New York
$575K +$538K +5,567 New
DWA
3474
Delap Wealth Advisory
Oregon
$574K -$216K -2,234 -29%
OPOWM
3475
One Plus One Wealth Management
Florida
$574K -$71.5K -740 -12%
137 138
139
140 141