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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1076
PFM Health Sciences
California
$10.4M +$10.3M +106,840 New
LWM
1077
Lyell Wealth Management
California
$10.4M +$525K +5,420 +5%
HR
1078
Howe & Rusling
New York
$10.4M +$1.34M +13,820 +15%
DLCIG
1079
D.L. Carlson Investment Group
New Hampshire
$10.4M +$172K +1,780 +2%
EWA
1080
Exencial Wealth Advisors
Oklahoma
$10.4M +$1.34M +13,880 +15%
HIC
1081
Holderness Investments Company
North Carolina
$10.3M +$4.42M +45,680 +76%
DC
1082
Dendur Capital
New York
$10.3M +$10.2M +105,560 New
MFG
1083
Magnus Financial Group
New York
$10.3M +$5.45M +56,340 +115%
SFM
1084
Sphera Funds Management
Israel
$10.3M +$3.04M +31,400 +42%
UR
1085
USCA RIA
Texas
$10.3M +$58.1K +600 +0.6%
CCM
1086
Consolidated Capital Management
California
$10.2M +$2.44M +25,260 +32%
GAG
1087
GM Advisory Group
New York
$10.2M +$7.3M +75,440 +259%
IIA
1088
IPG Investment Advisors
California
$10.2M +$906K +9,360 +10%
FMLI
1089
Fukoku Mutual Life Insurance
Japan
$10.1M -$1.49M -15,400 -13%
LCS
1090
Levin Capital Strategies
New York
$10.1M -$196K -2,020 -2%
NRS
1091
Neville Rodie & Shaw
New York
$10.1M +$7.55M +77,980 +300%
EFS
1092
Essex Financial Services
Connecticut
$10.1M +$530K +5,480 +6%
GCM
1093
Grisanti Capital Management
New York
$10.1M +$2.14M +22,100 +27%
GAM
1094
Guinness Asset Management
United Kingdom
$10.1M – – –
SCA
1095
Spearhead Capital Advisors
Florida
$10M +$4.85M +50,080 +95%
CWM
1096
CMH Wealth Management
New Hampshire
$10M +$976K +10,080 +11%
CAG
1097
Curtis Advisory Group
California
$10M +$2.2M +22,760 +28%
DJSG
1098
D.J. St. Germain
Massachusetts
$9.99M -$412K -4,260 -4%
WPW
1099
Waldron Private Wealth
Pennsylvania
$9.99M +$497K +5,140 +5%
1SB
1100
1ST Source Bank
Indiana
$9.97M +$58.1K +600 +0.6%
42 43
44
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