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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
3551
KilterHowling LLC
Colorado
$733K +$73K +639 +13%
CFP
3552
Curran Financial Partners
South Carolina
$731K +$4.45K +39 +0.7%
ICM
3553
Ionic Capital Management
New York
$731K -$220K -1,926 -26%
MAM
3554
Montchanin Asset Management
Delaware
$731K +$394K +3,450 +160%
FWM
3555
Forza Wealth Management
Florida
$730K +$9.14K +80 +1%
SIC
3556
Samalin Investment Counsel
New York
$729K +$25.7K +225 +4%
AWM
3557
Aspire Wealth Management
Massachusetts
$728K -$6.28K -55 -1%
EF
3558
Exeter Financial
Arizona
$727K +$5.6K +49 +0.9%
AM
3559
Atwater Malick
Pennsylvania
$727K – – –
DJYG
3560
David J. Yvars Group
Florida
$726K – – –
BAM
3561
Bayshore Asset Management
Florida
$724K – – –
WF
3562
Warner Financial
Maryland
$721K -$134K -1,170 -17%
PSC
3563
Prentiss Smith & Co
Vermont
$720K – – –
KGC
3564
Kennon-Green & Company
Ohio
$720K +$73.2K +641 +13%
WC
3565
Westhampton Capital
North Carolina
$719K +$3.43K +30 +0.5%
DWA
3566
Delap Wealth Advisory
Oregon
$718K -$6.28K -55 -1%
VC
3567
Veery Capital
Delaware
$717K +$65.5K +574 +12%
PFM
3568
Peak Financial Management
Massachusetts
$717K +$37.7K +330 +6%
CWA
3569
CM Wealth Advisors
Ohio
$716K -$1.46M -12,816 -70%
BCM
3570
Beddow Capital Management
Wyoming
$715K -$14.3K -125 -2%
CWA
3571
Clarus Wealth Advisors
Arizona
$714K +$629K +5,504 New
RWA
3572
Rooted Wealth Advisors
Illinois
$714K -$73.4K -643 -11%
E
3573
ETFidea
New York
$714K +$116K +1,016 +23%
RWMG
3574
Redwood Wealth Management Group
New Jersey
$713K +$17.1K +150 +3%
TA
3575
TrueWealth Advisors
Alabama
$713K -$10.5K -92 -2%
141 142
143
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