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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
5051
Brand Asset Management Group
Missouri
$737K +$259K +1,175 +50%
E
5052
EntreWealth
Texas
$737K +$58.1K +264 +8%
OFP
5053
OLIO Financial Planning
Virginia
$736K -$66.5K -302 -8%
CFWMA
5054
Center for Wealth Management Advisory
Ohio
$736K +$129K +586 +20%
RYA
5055
Richard Young Associates
Georgia
$735K +$40.3K +183 +5%
RPGNY
5056
Retirement Planning Group (New York)
New York
$735K +$144K +655 +23%
CA
5057
Chatterton & Associates
California
$735K -$5.72K -26 -0.8%
HWM
5058
HRC Wealth Management
Idaho
$735K +$59.4K +270 +8%
BF
5059
Blankinship & Foster
California
$735K +$220K +997 +39%
SPP
5060
Single Point Partners
Massachusetts
$734K -$61.6K -280 -7%
WWP
5061
Wise Wealth Partners
Arizona
$734K -$6.38K -29 -0.8%
TPWM
5062
Twelve Points Wealth Management
Massachusetts
$734K +$40.3K +183 +5%
DFA
5063
DHJJ Financial Advisors
Illinois
$732K -$22K -100 -3%
C
5064
Covestor
United Kingdom
$730K -$314K -1,424 -29%
W
5065
WorthPointe
California
$730K +$14.5K +66 +2%
MRI
5066
Mad River Investors
Massachusetts
$729K – – –
FEG
5067
Financial Enhancement Group
Indiana
$728K +$96.2K +437 +18%
PPWM
5068
Premier Private Wealth Management
Florida
$728K -$4.18K -19 -0.5%
JWM
5069
Johnson Wealth Management
North Dakota
$726K +$62.1K +282 +9%
SC
5070
Schubert & Co
Texas
$726K -$18.1K -82 -2%
SFG
5071
Southern Financial Group
Alabama
$725K -$51.5K -234 -6%
RFS
5072
RM Financial Services
Maine
$725K – – –
IFO
5073
Independent Family Office
New York
$723K +$477K +2,167 +166%
SFS
5074
Security Financial Services
Indiana
$722K +$67.6K +307 +10%
AWP
5075
Astra Wealth Partners
New Jersey
$722K -$257K -1,168 -25%
201 202
203
204 205