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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4601
Warburton Capital Management
Oklahoma
$929K -$52.5K -232 -5%
GAM
4602
Gould Asset Management
California
$928K – – –
AAS
4603
Asset Allocation Strategies
Michigan
$926K +$158K +699 +20%
SPL
4604
Smart Portfolios LLC
Washington
$926K -$66.8K -295 -7%
IWA
4605
IVC Wealth Advisors
Pennsylvania
$924K +$90.5K +400 +10%
LFG
4606
Lockerman Financial Group
California
$923K +$7.92K +35 +0.8%
FWM
4607
FMB Wealth Management
California
$922K -$34.6K -153 -4%
CIAS
4608
CBIZ Investment Advisory Services
Ohio
$918K +$90.3K +399 +11%
TF
4609
Tenon Financial
New Jersey
$916K -$18.1K -80 -2%
DRP
4610
Decker Retirement Planning
Utah
$914K +$155K +685 +20%
PFG
4611
Pinnacle Financial Group
Illinois
$913K +$14.3K +63 +2%
PGCM
4612
Prescott Group Capital Management
Oklahoma
$913K – – –
FSWA
4613
Financial Synergies Wealth Advisors
Texas
$912K +$26.5K +117 +3%
TA
4614
Tectonic Advisors
Texas
$911K -$2.07M -9,127 -69%
GPW
4615
Gentry Private Wealth
Kansas
$911K +$24.9K +110 +3%
LIG
4616
Lokken Investment Group
Delaware
$910K +$12.2K +54 +1%
SWRP
4617
Summit Wealth & Retirement Planning
California
$907K – – –
LGWM
4618
Litman Gregory Wealth Management
California
$906K -$38.5K -170 -4%
MF
4619
Manuka Financial
Virginia
$905K -$136K -602 -13%
CI
4620
Chartist Inc
California
$904K +$932K +4,119 New
IAMOG
4621
Investors Asset Management of Georgia
Georgia
$902K +$122K +539 +15%
OWA
4622
Outlook Wealth Advisors
Texas
$899K -$15.2K -67 -2%
PCM
4623
Politan Capital Management
New York
$897K +$45.7K +202 +5%
LTL
4624
Lowery Thomas LLC
California
$896K – – –
PWP
4625
Parkwoods Wealth Partners
New York
$895K +$451K +1,991 +95%
183 184
185
186 187