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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
4951
Dynamic Wealth Strategies
California
$543K -$63.5K -321 -11%
SFP
4952
SwitchPoint Financial Planning
Utah
$543K +$28.5K +144 +6%
AF
4953
Abound Financial
California
$540K – – –
CCM
4954
Charter Capital Management
Wisconsin
$540K +$487K +2,460 New
TF
4955
Theory Financial
Colorado
$538K +$6.93K +35 +2%
PPWM
4956
PFG Private Wealth Management
Florida
$538K +$4.95K +25 +1%
WWWM
4957
White Wing Wealth Management
Texas
$538K +$32.7K +165 +7%
PFC
4958
Phocas Financial Corp
California
$538K – – –
FL
4959
FreeGulliver LLC
Louisiana
$537K -$148K -746 -23%
DAS
4960
DMKC Advisory Services
Iowa
$536K +$185K +934 +64%
VFP
4961
Verus Financial Partners
Virginia
$536K +$102K +513 +27%
CEI
4962
Clark Estates Inc
New York
$535K – – –
CFO
4963
Capitol Family Office
Oregon
$532K +$4.16K +21 +0.9%
MFA
4964
Millington Financial Advisors
Illinois
$532K +$76K +384 +20%
PCMC
4965
Paragon Capital Management (Colorado)
Colorado
$532K – – –
RCM
4966
Requisite Capital Management
Texas
$531K +$62.1K +314 +15%
GWA
4967
Genesis Wealth Advisors
Massachusetts
$530K +$50.9K +257 +12%
DFA
4968
DHK Financial Advisors
New Hampshire
$530K -$5.94K -30 -1%
SFP
4969
Sterling Financial Planning
New Jersey
$528K +$20K +101 +4%
NCG
4970
Newport Capital Group
New Jersey
$528K -$10.3K -52 -2%
LODC
4971
Lanham O'Dell & Company
West Virginia
$527K +$15.8K +80 +3%
WIC
4972
Whitegate Investment Counselors
New Hampshire
$527K -$989 -5 -0.2%
WIM
4973
Waycross Investment Management
Washington
$526K +$78.8K +398 +20%
GWM
4974
Gitterman Wealth Management
New Jersey
$525K -$38.2K -193 -7%
WMWM
4975
Wilkins Miller Wealth Management
Alabama
$523K -$87.7K -443 -16%
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