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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
4901
ShankerValleau Wealth Advisors
Illinois
$582K – – –
CAM
4902
CPA Asset Management
Florida
$581K – – –
VI
4903
VanderPol Investments
Michigan
$581K +$16.2K +82 +3%
KSWWM
4904
Keyes Stange & Wooten Wealth Management
Florida
$581K -$25.9K -131 -5%
NAMM
4905
NorthStar Asset Management (Massachusetts)
Massachusetts
$580K -$9.5K -48 -2%
CMP
4906
Coston McIsaac & Partners
Maine
$580K +$396 +2 +0.1%
CFSG
4907
Clark Financial Services Group
Missouri
$579K +$12.1K +61 +2%
FH
4908
Financial Harvest
Florida
$579K +$14.2K +72 +3%
FWM
4909
Forza Wealth Management
Florida
$577K – – –
WCM
4910
Wellington Capital Management
Maryland
$577K +$473K +2,390 New
BW
4911
Basepoint Wealth
Iowa
$577K +$118K +597 +29%
1L
4912
10Elms LLP
Oklahoma
$576K +$32.7K +165 +7%
RFA
4913
Reyes Financial Architecture
California
$575K +$147K +741 +39%
PCM
4914
Prospera Capital Management
Arizona
$575K +$269K +1,360 +108%
PBF
4915
Petix & Botte Financial
California
$573K -$36.8K -186 -7%
BP
4916
BCK Partners
New York
$573K – – –
EA
4917
Ergawealth Advisors
Illinois
$573K +$4.95K +25 +1%
SG
4918
Sharper & Granite
California
$572K +$514K +2,599 New
PPA
4919
Pacific Point Advisors
California
$571K +$54.4K +275 +12%
MIM
4920
Montgomery Investment Management
Maryland
$570K – – –
NA
4921
Nordwand Advisors
Pennsylvania
$569K +$206K +1,041 +67%
CDWM
4922
Campbell Deegan Wealth Management
Virginia
$568K +$40.6K +205 +9%
KG
4923
Kieckhefer Group
Wisconsin
$567K – – –
HFS
4924
Hopwood Financial Services
Virginia
$566K +$17.6K +89 +4%
SL
4925
Sentry LLC
Tennessee
$566K – – –
195 196
197
198 199