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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
GOCP
4301
Great Oak Capital Partners
Massachusetts
$622K +$547 +3 +0.1%
YCG
4302
Yeomans Consulting Group
Georgia
$622K -$55.1K -302 -8%
KCM
4303
Kennicott Capital Management
California
$621K – – –
SWP
4304
ShoreHaven Wealth Partners
New Jersey
$620K +$35.6K +195 +6%
WFC
4305
Western Financial Corp
California
$620K -$727K -3,983 -54%
WIC
4306
Wilkins Investment Counsel
Massachusetts
$620K -$186K -1,020 -23%
RFO
4307
RiverGlades Family Offices
Florida
$619K -$35.6K -195 -6%
IDBONY
4308
Israel Discount Bank of New York
New York
$618K +$75.9K +416 +14%
FCMT
4309
Founders Capital Management (Texas)
Texas
$616K +$3.28K +18 +0.5%
CWM
4310
Campbell Wealth Management
Virginia
$616K -$1.43M -7,825 -70%
CS
4311
Crescent Sterling
Louisiana
$615K -$26.5K -145 -4%
PSA
4312
Plum Street Advisors
Louisiana
$615K +$602K +3,302 New
CWM
4313
C2C Wealth Management
Arizona
$615K – – –
DFA
4314
DHJJ Financial Advisors
Illinois
$614K -$182 -1 -0%
PPA
4315
Painted Porch Advisors
California
$613K +$227K +1,243 +61%
OPWM
4316
Oakwell Private Wealth Management
Texas
$611K -$5.11K -28 -0.8%
A
4317
AlphaQuest
New York
$610K +$286K +1,570 +92%
GA
4318
Gordian Advisors
Arizona
$610K +$366K +2,007 +159%
SWMG
4319
Sard Wealth Management Group
Georgia
$609K -$365 -2 -0.1%
KAM
4320
KEB Asset Management
Illinois
$609K +$94.1K +516 +19%
LFS
4321
Lutz Financial Services
Nebraska
$609K +$39.6K +217 +7%
FSCM
4322
Front Street Capital Management
Montana
$609K – – –
CIR
4323
Clear Investment Research
Georgia
$608K +$6.2K +34 +1%
GCP
4324
Garda Capital Partners
Minnesota
$607K +$595K +3,260 New
NAMM
4325
NorthStar Asset Management (Massachusetts)
Massachusetts
$607K -$263K -1,441 -31%
171 172
173
174 175