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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWWM
4951
Keyes Stange & Wooten Wealth Management
Florida
$575K -$6.79K -30 -1%
PBF
4952
Petix & Botte Financial
California
$574K – – –
DF
4953
Define Financial
California
$574K +$115K +506 +24%
MIM
4954
Montgomery Investment Management
Maryland
$572K +$1.58K +7 +0.3%
LODC
4955
Lanham O'Dell & Company
West Virginia
$570K +$44.1K +195 +8%
CDWM
4956
Campbell Deegan Wealth Management
Virginia
$569K – – –
KG
4957
Kieckhefer Group
Wisconsin
$568K – – –
CFG
4958
Certior Financial Group
Pennsylvania
$568K +$58.6K +259 +11%
TCM
4959
Tang Capital Management
California
$567K -$392K -1,731 -40%
FEG
4960
Financial Enhancement Group
Indiana
$567K +$194K +859 +52%
SFP
4961
SwitchPoint Financial Planning
Utah
$567K +$24.2K +107 +4%
SWM
4962
Seed Wealth Management
Illinois
$566K -$1.1M -4,840 -65%
SL
4963
Sentry LLC
Tennessee
$566K – – –
CC
4964
Capital Counsel
New York
$565K -$35.1K -155 -6%
MWC
4965
MKD Wealth Coaches
Michigan
$563K +$63.4K +280 +12%
DP
4966
Divergent Planning
Maryland
$562K -$24.9K -110 -4%
CFO
4967
Custos Family Office
Texas
$560K +$39.4K +174 +7%
MPPW
4968
Mitchell & Pahl Private Wealth
Oklahoma
$558K -$4.07K -18 -0.7%
BFA
4969
Brown Financial Advisory
Alabama
$558K – – –
BIA
4970
Beacon Investment Advisors
Maryland
$557K +$17.7K +78 +3%
HWM
4971
HighMark Wealth Management
Minnesota
$557K -$230K -1,017 -28%
BF
4972
Blankinship & Foster
California
$556K +$37.1K +164 +7%
GWA
4973
Genesis Wealth Advisors
Massachusetts
$556K +$26K +115 +5%
TAM
4974
TCP Asset Management
Ohio
$556K +$212K +937 +59%
CCM
4975
Charter Capital Management
Wisconsin
$555K +$15.6K +69 +3%
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