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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3976
Towerpoint Wealth
California
$287K +$54.8K +320 +23%
JWM
3977
JFG Wealth Management
Colorado
$283K -$44.5K -260 -13%
C1AG
3978
Client 1st Advisory Group
Florida
$283K +$20.5K +120 +8%
SFG
3979
Steward Financial Group
Texas
$283K +$291K +1,700 New
TWM
3980
TMD Wealth Management
Arizona
$281K – – –
MHB
3981
Midwest Heritage Bank
Iowa
$280K +$288K +1,680 New
CCM
3982
Crew Capital Management
Ohio
$277K -$78.7K -460 -22%
WFO
3983
Wealthgate Family Office
Colorado
$277K +$51.3K +300 +22%
AW
3984
Avion Wealth
Texas
$277K +$54.8K +320 +24%
CCP
3985
Cassia Capital Partners
North Carolina
$277K +$284K +1,660 New
KOMWMG
3986
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$284K +1,660 New
DP
3987
Divergent Planning
Maryland
$275K – – –
FPW
3988
Flagship Private Wealth
Massachusetts
$273K -$24K -140 -8%
NG
3989
NatWest Group
United Kingdom
$273K – – –
CWAF
3990
Core Wealth Advisors (Florida)
Florida
$273K +$20.5K +120 +8%
PWA
3991
Pillar Wealth Advisors
Pennsylvania
$273K +$281K +1,640 New
WCWM
3992
Willow Creek Wealth Management
California
$270K -$24K -140 -8%
PWM
3993
Paulson Wealth Management
Illinois
$270K -$17.1K -100 -6%
PWS
3994
Precision Wealth Strategies
Missouri
$270K -$10.3K -60 -4%
CWA
3995
Capital Wealth Alliance
Arizona
$270K +$13.7K +80 +5%
LCM
3996
Lewis Capital Management
California
$270K +$277K +1,620 New
NS
3997
Newman & Schimel
Illinois
$267K -$89K -520 -25%
HIC
3998
Harvey Investment Company
Kentucky
$267K – – –
HHAM
3999
HITE Hedge Asset Management
Massachusetts
$267K – – –
WG
4000
Watchman Group
Texas
$267K – – –
158 159
160
161 162