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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
UID
4651
Union Investments & Development
Israel
$198K – – –
CPG
4652
Custom Portfolio Group
Colorado
$197K +$182K +1,298 New
NOI
4653
Newton One Investments
Delaware
$194K – – –
VF
4654
VitalStone Financial
Texas
$193K +$17K +121 +11%
TWD
4655
True Wealth Design
Ohio
$193K +$47.4K +338 +36%
IWP
4656
IAG Wealth Partners
Wisconsin
$191K +$5.75K +41 +3%
TLA
4657
Tanglewood Legacy Advisors
Texas
$179K – – –
CI
4658
Cordant Inc
Oregon
$171K +$32.2K +230 +26%
MIM
4659
Macroview Investment Management
Maryland
$169K -$11.1K -79 -7%
TFG
4660
Team Financial Group
California
$159K +$130K +925 +771%
PS
4661
Planned Solutions
California
$158K +$146K +1,043 New
FC
4662
Family CFO
California
$158K -$2.8K -20 -2%
FFA
4663
Frazier Financial Advisors
Ohio
$153K +$141K +1,005 New
LIWM
4664
Long Island Wealth Management
New York
$152K +$141K +1,003 New
TC
4665
Torno Capital
Massachusetts
$152K +$140K +1,000 New
BHWM
4666
Bay Harbor Wealth Management
Maryland
$152K +$10.8K +77 +8%
BFS
4667
Bare Financial Services
Pennsylvania
$149K +$137K +980 New
CFS
4668
CGC Financial Services
Oregon
$149K +$23.1K +165 +20%
CCM
4669
Cutler Capital Management
Massachusetts
$134K – – –
DPW
4670
DiNuzzo Private Wealth
Pennsylvania
$131K +$121K +865 New
SA
4671
SRH Advisors
Kansas
$131K – – –
MFT
4672
Moisand Fitzgerald Tamayo
Florida
$131K -$31.7K -226 -21%
MAM
4673
Marquette Asset Management
Minnesota
$131K -$31.3K -223 -21%
LWA
4674
Lowe Wealth Advisors
Maryland
$130K – – –
EA
4675
Evolution Advisers
Virginia
$118K +$36.4K +260 +49%
185 186
187
188 189