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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
4276
Oakwell Private Wealth Management
Texas
$597K +$4.67K +28 +0.9%
BWM
4277
Brown Wealth Management
Illinois
$597K -$3.67K -22 -0.7%
IWP
4278
Innova Wealth Partners
Pennsylvania
$597K +$159K +952 +40%
W
4279
WorthPointe
California
$595K +$13.9K +83 +3%
CWM
4280
C2C Wealth Management
Arizona
$595K -$733K -4,390 -57%
FFWA
4281
Forthright Family Wealth Advisory
Texas
$594K +$56.6K +339 +11%
RWM
4282
Raffa Wealth Management
District of Columbia
$593K +$216K +1,295 +65%
FCMC
4283
Founders Capital Management (Connecticut)
Connecticut
$592K +$37.7K +226 +7%
RW
4284
Rockport Wealth
Ohio
$591K +$547K +3,279 New
KNFPWM
4285
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$591K +$3.17K +19 +0.6%
YCG
4286
Yeomans Consulting Group
Georgia
$591K +$9.68K +58 +2%
HWM
4287
HighMark Wealth Management
Minnesota
$588K -$2.41M -14,462 -82%
SIMG
4288
Stephens Investment Management Group
Texas
$588K +$82.3K +493 +18%
FS
4289
Financial Symmetry
North Carolina
$587K +$145K +870 +36%
AFA
4290
Atlas Financial Advisors
California
$586K +$321K +1,924 +146%
LFA
4291
Level Financial Advisors
New York
$585K – – –
NECFA
4292
New England Capital Financial Advisors
Connecticut
$585K -$787K -4,715 -59%
EDRIA
4293
Edmonds Duncan Registered Investment Advisors
Kansas
$585K – – –
AEPWM
4294
Atlantic Edge Private Wealth Management
Florida
$585K -$295K -1,769 -35%
DW
4295
Dodds Wealth
Colorado
$584K +$46.9K +281 +9%
MSA
4296
McAlister Sweet & Associates
Texas
$584K +$106K +635 +24%
CS
4297
Crescent Sterling
Louisiana
$582K +$4.17K +25 +0.8%
MFG
4298
Mainsail Financial Group
Washington
$581K -$3.34K -20 -0.6%
CAC
4299
Core Alternative Capital
Georgia
$581K -$39.2K -235 -7%
WWM
4300
Waterway Wealth Management
Texas
$581K -$34.6K -207 -6%
170 171
172
173 174