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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3526
Summit Wealth Group
Vermont
$780K +$801K +4,680 New
C
3527
Covestor
United Kingdom
$779K +$798K +4,660 New
CCA
3528
Conservest Capital Advisors
Pennsylvania
$777K -$6.85K -40 -0.9%
KL
3529
KilterHowling LLC
Colorado
$777K +$798K +4,660 New
COCM
3530
Charter Oak Capital Management
New Hampshire
$774K -$3.42K -20 -0.4%
HCA
3531
Hyperion Capital Advisors
New York
$774K – – –
ONGA
3532
O'Neil Global Advisors
California
$770K +$791K +4,620 New
DWMG
3533
DB Wealth Management Group
California
$767K – – –
SCH
3534
Springs Capital (HK)
Hong Kong
$767K +$787K +4,600 New
SA
3535
Shilanski & Associates
Alaska
$764K -$3.42K -20 -0.4%
MSFP
3536
Mark Sheptoff Financial Planning
Connecticut
$764K +$222K +1,300 +40%
FAN
3537
Financial Advisors Network
California
$754K +$75.3K +440 +11%
PCFFS
3538
Pacific Center for Financial Services
California
$750K – – –
KA
3539
KLCM Advisors
Wisconsin
$747K -$127K -740 -14%
TAM
3540
Trillium Asset Management
Massachusetts
$747K +$110K +640 +17%
FDS
3541
First Dallas Securities
Texas
$746K +$58.2K +340 +8%
ERIM
3542
Eagle Ridge Investment Management
Connecticut
$744K -$95.8K -560 -11%
PFM
3543
Peak Financial Management
Massachusetts
$742K -$3.42K -20 -0.4%
B
3544
BetterWealth
California
$740K +$760K +4,440 New
MC
3545
Merlin Capital
Rhode Island
$740K +$760K +4,440 New
HWA
3546
Heartwood Wealth Advisors
Virginia
$737K +$127K +740 +20%
EMG
3547
ETF Managers Group
New Jersey
$735K -$6.61M -38,620 -90%
GFPC
3548
Global Financial Private Client
Florida
$735K -$27.4K -160 -4%
SCA
3549
Sassicaia Capital Advisers
New York
$734K -$4.69M -27,400 -86%
FFG
3550
Fortem Financial Group
California
$734K – – –
140 141
142
143 144