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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
4926
Parrish Capital
Georgia
$869K -$71.3K -324 -7%
TFM
4927
Trademark Financial Management
Minnesota
$868K -$47.3K -215 -5%
NLWP
4928
Next Level Wealth Planning
Idaho
$868K +$35.2K +160 +4%
WP
4929
Wealthspan Partners
Iowa
$865K +$13.9K +63 +2%
VFP
4930
Verus Financial Partners
Virginia
$864K +$227K +1,031 +42%
PVAMC
4931
PPS&V Asset Management Consultants
Michigan
$864K +$29.7K +135 +3%
DRP
4932
Decker Retirement Planning
Utah
$862K +$3.08K +14 +0.3%
SWRP
4933
Summit Wealth & Retirement Planning
California
$861K -$85.9K -390 -9%
MP
4934
Moment Partners
California
$861K -$19.2K -87 -2%
BIS
4935
BG Investment Services
Guam
$858K -$109K -494 -11%
ACM
4936
Appalachian Capital Management
Ohio
$858K +$142K +647 +19%
MWM
4937
Madrid Wealth Management
New Mexico
$856K – – –
PHWA
4938
Petersen Hastings Wealth Advisors
Washington
$856K +$60.1K +273 +7%
PWM
4939
PTM Wealth Management
United States
$854K +$198K +900 +29%
3F
4940
360 Financial
Minnesota
$853K – – –
PCM
4941
Payne Capital Management
New York
$852K +$29.1K +132 +3%
MWM
4942
Momentous Wealth Management
Washington
$850K +$48.2K +219 +6%
PGF
4943
Plan Group Financial
Oklahoma
$850K -$419K -1,905 -32%
SWIM
4944
Smallwood Wealth Investment Management
New Jersey
$848K +$5.5K +25 +0.6%
OWA
4945
Outlook Wealth Advisors
Texas
$848K +$40.3K +183 +5%
PWM
4946
Paulson Wealth Management
Illinois
$847K -$152K -691 -15%
RBC
4947
Roble Belko & Company
Pennsylvania
$846K -$82.1K -373 -8%
TLFA
4948
True Link Financial Advisors
California
$846K -$62.1K -282 -6%
MWM
4949
Maltin Wealth Management
New Jersey
$843K +$107K +488 +14%
LTL
4950
Lowery Thomas LLC
California
$841K -$4.4K -20 -0.5%
196 197
198
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