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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
4276
Asset Allocation Strategies
Michigan
$650K +$13.9K +76 +2%
BWM
4277
Boyd Wealth Management
California
$650K -$10.9K -60 -2%
OAS
4278
Optivise Advisory Services
Tennessee
$649K -$73.5K -403 -10%
JPG
4279
Jordan Park Group
California
$648K +$635K +3,480 New
RBC
4280
Roble Belko & Company
Pennsylvania
$647K +$111K +608 +21%
ICM
4281
Islay Capital Management
Texas
$645K -$18.2K -100 -3%
GWM
4282
Greenhouse Wealth Management
Connecticut
$644K – – –
CWM
4283
Core Wealth Management
Florida
$644K – – –
RP
4284
Riverwater Partners
Wisconsin
$644K +$83.2K +456 +15%
LTAS
4285
Linden Thomas Advisory Services
North Carolina
$642K -$4.93K -27 -0.8%
HWM
4286
HighMark Wealth Management
Minnesota
$639K +$53.5K +293 +9%
PWS
4287
Precision Wealth Strategies
Missouri
$638K -$11.5K -63 -2%
NECFA
4288
New England Capital Financial Advisors
Connecticut
$637K +$27K +148 +5%
SWIM
4289
Smallwood Wealth Investment Management
New Jersey
$634K – – –
CWM
4290
Cahill Wealth Management
Michigan
$633K -$12K -66 -2%
BBL
4291
Beck Bode LLC
Massachusetts
$632K +$4.74K +26 +0.8%
GC
4292
Gibson Capital
Pennsylvania
$632K +$182 +1 +0%
EDRIA
4293
Edmonds Duncan Registered Investment Advisors
Kansas
$630K +$25K +137 +4%
1IA
4294
1620 Investment Advisors
Massachusetts
$628K +$18.2K +100 +3%
FA
4295
FF Advisors
California
$628K +$547 +3 +0.1%
UPS
4296
UHLMANN PRICE SECURITIES
Illinois
$627K +$614K +3,365 New
WIA
4297
Wetzel Investment Advisors
Indiana
$626K +$101K +556 +20%
KTA
4298
Keeley-Teton Advisors
Illinois
$626K – – –
BIA
4299
Bell Investment Advisors
California
$626K +$9.3K +51 +2%
SIMG
4300
Stephens Investment Management Group
Texas
$626K – – –
170 171
172
173 174