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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
4001
SMART Wealth
Nebraska
$1M +$164K +893 +21%
CPA
4002
Clear Point Advisors
New York
$1M +$29.4K +160 +3%
LCM
4003
Leisure Capital Management
California
$1,000K – – –
EMAM
4004
Encompass More Asset Management
California
$999K -$157K -854 -14%
WFA
4005
Wade Financial Advisory
California
$999K – – –
SPWG
4006
Sage Private Wealth Group
Illinois
$998K -$23.7K -129 -2%
FNBTCON
4007
First National Bank & Trust Co of Newtown
Pennsylvania
$997K – – –
TPWM
4008
Twelve Points Wealth Management
Massachusetts
$996K +$53.6K +292 +6%
CIA
4009
Citadel Investment Advisory
Ohio
$996K – – –
POIA
4010
Pin Oak Investment Advisors
Texas
$996K +$41.7K +227 +5%
EF
4011
Exeter Financial
Arizona
$996K -$1.31M -7,120 -58%
TDC
4012
Thompson Davis & Co
Virginia
$995K +$104K +565 +12%
CCM
4013
Colorado Capital Management
Colorado
$995K -$197K -1,070 -17%
LGW
4014
Leslie Global Wealth
Illinois
$991K +$942K +5,128 New
EWA
4015
Emergent Wealth Advisors
New York
$991K +$45.4K +247 +5%
FAM
4016
Family Asset Management
South Carolina
$986K -$18.2K -99 -2%
OPOWM
4017
One Plus One Wealth Management
Florida
$981K +$11.9K +65 +1%
OWM
4018
Opes Wealth Management
California
$980K +$3.49K +19 +0.4%
AIM
4019
Alhambra Investment Management
Florida
$977K +$11.4K +62 +1%
CI
4020
Chartist Inc
California
$975K -$6.43K -35 -0.7%
LAM
4021
Lummis Asset Management
Texas
$974K – – –
CWA
4022
Centennial Wealth Advisory
Michigan
$973K +$68.7K +374 +8%
PD
4023
Planning Directions
Pennsylvania
$972K -$138K -750 -13%
RWM
4024
Refined Wealth Management
Utah
$970K -$9.92K -54 -1%
GIA
4025
GHP Investment Advisors
Colorado
$969K +$73.7K +401 +9%
159 160
161
162 163