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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
4151
Lionshead Wealth Management
New York
$1.5M +$1.4M +6,856 New
DRP
4152
Decker Retirement Planning
Utah
$1.5M +$1.4M +6,850 New
BI
4153
Bolthouse Investments
California
$1.5M +$1.4M +6,848 New
T
4154
Transce3nd
Texas
$1.5M +$1.4M +6,828 New
PIA
4155
Panoramic Investment Advisors
Colorado
$1.5M +$110K +540 +9%
BMD
4156
Better Money Decisions
New Mexico
$1.5M -$265K -1,297 -16%
PCM
4157
Permanent Capital Management
Illinois
$1.5M +$1.4M +6,822 New
OPOWM
4158
One Plus One Wealth Management
Florida
$1.49M +$361K +1,766 +35%
ACM
4159
Ashford Capital Management
Delaware
$1.49M – – –
RA
4160
Resolute Advisors
California
$1.49M +$1.39M +6,796 New
GSIS
4161
Global Strategic Investment Solutions
Arizona
$1.49M -$138K -674 -9%
ACP
4162
Arcus Capital Partners
Georgia
$1.49M +$299K +1,461 +22%
MWM
4163
Mascoma Wealth Management
New Hampshire
$1.49M +$74.5K +364 +6%
CSWM
4164
Cassady Schiller Wealth Management
Ohio
$1.48M +$159K +775 +13%
WAM
4165
Werlinich Asset Management
Connecticut
$1.48M – – –
RF
4166
Rossby Financial
Florida
$1.48M +$1.38M +6,752 New
FCG
4167
Fielder Capital Group
Tennessee
$1.48M +$351K +1,717 +34%
CFP
4168
Cypress Financial Planning
New Jersey
$1.48M +$26.8K +131 +2%
MEAC
4169
M.E. Allison & Co
Texas
$1.47M +$1.37M +6,717 New
EMFAT
4170
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.47M -$67.3K -329 -5%
GC
4171
Guidance Capital
Kentucky
$1.47M -$15.1K -74 -1%
SMG
4172
Smart Money Group
Texas
$1.46M +$36.8K +180 +3%
TSW
4173
Thompson Siegel & Walmsley
Virginia
$1.46M +$97.6K +477 +8%
HC
4174
Hamilton Capital
Ohio
$1.46M +$34.2K +167 +3%
CCA
4175
Conservest Capital Advisors
Pennsylvania
$1.46M +$10.2K +50 +0.8%
165 166
167
168 169