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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3501
Summit Wealth Group
Vermont
$750K -$12.4K -80 -2%
PGWM
3502
Pitti Group Wealth Management
New York
$750K +$34K +220 +5%
MFS
3503
Madrona Financial Services
Washington
$748K +$133K +860 +22%
SA
3504
Shilanski & Associates
Alaska
$747K – – –
RCM
3505
Raleigh Capital Management
North Carolina
$747K +$708K +4,580 New
OFP
3506
OLIO Financial Planning
Virginia
$745K -$30.9K -200 -4%
TF
3507
Theory Financial
Colorado
$743K -$58.7K -380 -8%
SNBOSD
3508
Security National Bank of So Dak
Iowa
$740K +$98.9K +640 +16%
OGF
3509
Orin Green Financial
California
$737K +$18.5K +120 +3%
CA
3510
Cambridge Advisors
Nebraska
$737K +$117K +760 +20%
SCA
3511
Stillwater Capital Advisors
Pennsylvania
$733K -$411K -2,660 -37%
LTL
3512
Lowery Thomas LLC
California
$733K +$61.8K +400 +10%
FSA
3513
Financial Sense Advisors
California
$730K -$1.67M -10,820 -71%
PCFFS
3514
Pacific Center for Financial Services
California
$730K -$3.09K -20 -0.4%
ERIM
3515
Eagle Ridge Investment Management
Connecticut
$727K – – –
GAM
3516
Gould Asset Management
California
$727K +$30.9K +200 +5%
RPGK
3517
Retirement Planning Group (Kansas)
Kansas
$726K -$290K -1,880 -30%
WF
3518
Wayfinding Financial
Washington
$726K +$105K +680 +12%
MC
3519
Merlin Capital
Rhode Island
$724K – – –
WP
3520
Wealthspan Partners
Iowa
$724K +$12.4K +80 +2%
DSN
3521
D. Scott Neal
Kentucky
$720K -$46.4K -300 -6%
BWIA
3522
Bryant Woods Investment Advisors
New York
$720K +$3.09K +20 +0.5%
CRCM
3523
Corbett Road Capital Management
Virginia
$720K +$3.09K +20 +0.5%
IPW
3524
Inlet Private Wealth
Florida
$720K +$3.09K +20 +0.5%
SC
3525
Shay Capital
New York
$717K -$1.97M -12,780 -74%
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