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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
5301
Seneca Financial Advisors
New York
$635K -$194K -850 -24%
TW
5302
Towerpoint Wealth
California
$629K -$24.5K -107 -4%
CDWM
5303
Campbell Deegan Wealth Management
Virginia
$628K +$29.7K +130 +5%
RWM
5304
RMG Wealth Management
Wisconsin
$628K -$6.41K -28 -1%
FW
5305
Fidato Wealth
Ohio
$627K +$622K +2,718 New
PIM
5306
Parker Investment Management
California
$627K -$3.2K -14 -0.5%
HFS
5307
Hopwood Financial Services
Virginia
$626K -$21.7K -95 -3%
SCM
5308
Stordahl Capital Management
Colorado
$626K – – –
FWSM
5309
First Wilshire Securities Management
California
$625K -$458 -2 -0.1%
LWMNY
5310
Landmark Wealth Management (New York)
New York
$624K – – –
TLA
5311
Tanglewood Legacy Advisors
Texas
$622K -$46.2K -202 -7%
WIM
5312
Wittenberg Investment Management
Massachusetts
$621K – – –
CIM
5313
Catalyst Investment Management
New Hampshire
$621K +$615K +2,690 New
HPM
5314
Hudson Portfolio Management
New York
$621K – – –
CFO
5315
Custos Family Office
Texas
$620K +$31.1K +136 +5%
KFG
5316
Kingdom Financial Group
Arizona
$620K -$1.51M -6,593 -71%
BP
5317
BCK Partners
New York
$620K -$28.8K -126 -4%
FF
5318
Foundry Financial
California
$620K +$614K +2,685 New
PAG
5319
Poinciana Advisors Group
Florida
$618K -$35K -153 -5%
AIA
5320
Armor Investment Advisors
North Carolina
$617K – – –
AWA
5321
AmeriServ Wealth Advisors
Pennsylvania
$616K -$37.5K -164 -6%
SMAM
5322
Sugar Maple Asset Management
Wisconsin
$614K +$68.6K +300 +13%
WIM
5323
Waycross Investment Management
Washington
$614K – – –
OF
5324
Optimize Financial
California
$612K -$1.37K -6 -0.2%
LWM
5325
Lighthouse Wealth Management
Ohio
$611K +$3.89K +17 +0.6%
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