We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
5701
Disciplined Equity Management
Florida
$355K – – –
OFP
5702
OFC Financial Planning
New Jersey
$355K +$91.5K +400 +35%
PFA
5703
Providence Financial Advisors
Kansas
$355K – – –
CPCP
5704
Cedar Point Capital Partners
Iowa
$354K +$2.75K +12 +0.8%
BCM
5705
Brookmont Capital Management
Texas
$354K -$2.06K -9 -0.6%
TFP
5706
Traction Financial Partners
Wyoming
$354K +$13.3K +58 +4%
EF
5707
Entrust Financial
Pennsylvania
$353K +$350K +1,529 New
SFSG
5708
Sound Financial Strategies Group
Mississippi
$352K +$91.3K +399 +35%
VDBMI
5709
Van Den Berg Management I
Texas
$352K +$16K +70 +5%
AWA
5710
American Wealth Advisors
Georgia
$351K – – –
FWMP
5711
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$350K -$9.15K -40 -3%
TBWA
5712
Three Bridge Wealth Advisors
California
$349K +$45.8K +200 +15%
KPWM
5713
KDK Private Wealth Management
Texas
$349K +$346K +1,514 New
EA
5714
Evolution Advisers
Virginia
$349K +$110K +481 +46%
ICM
5715
Innovator Capital Management
Illinois
$349K -$80.3K -351 -19%
ACM
5716
Aster Capital Management
United Arab Emirates
$348K +$151K +658 +77%
IFA
5717
Interactive Financial Advisors
Illinois
$348K – – –
LFA
5718
LGT Financial Advisors
Texas
$347K – – –
MAM
5719
McCarthy Asset Management
California
$344K – – –
HA
5720
HFG Advisors
Ohio
$343K – – –
CWM
5721
ClientFirst Wealth Management
Arkansas
$342K – – –
KW
5722
KWB Wealth
California
$340K +$337K +1,474 New
TC
5723
Tacita Capital
Ontario, Canada
$340K +$37.3K +163 +12%
TPBG
5724
Turning Point Benefit Group
Maryland
$340K +$170K +744 +102%
PIA
5725
Pollock Investment Advisors
Michigan
$340K – – –
227 228
229
230 231