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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1926
Valley Wealth Managers
New Jersey
$950K +$183K +2,200 +21%
CA
1927
Capital Advantage
California
$948K -$216K -2,600 -17%
HC
1928
Hamilton Capital
Ohio
$947K +$36.6K +440 +4%
IWP
1929
Icon Wealth Partners
Texas
$946K +$91.5K +1,100 +10%
RSWM
1930
Robertson Stephens Wealth Management
California
$943K +$1.04M +12,560 New
ST
1931
Spinnaker Trust
Maine
$941K -$269K -3,240 -21%
HL
1932
HeadInvest LLC
Maine
$940K +$645K +7,760 +163%
NB
1933
NBT Bank
New York
$936K +$115K +1,380 +12%
HFM
1934
Hartford Financial Management
Connecticut
$931K -$33.3K -400 -3%
BC
1935
Banced Corp
Illinois
$928K -$18.3K -220 -2%
PP
1936
PDS Planning
Ohio
$928K +$39.9K +480 +4%
BFG
1937
Bouchey Financial Group
New York
$927K +$560K +6,740 +120%
MPI
1938
Mairs & Power Inc
Minnesota
$925K – – –
CPSAC
1939
Chas P. Smith & Associates (CPS)
Florida
$922K +$59.9K +720 +6%
GHA
1940
GW Henssler & Associates
Georgia
$919K +$83.1K +1,000 +9%
GHAM
1941
Gilman Hill Asset Management
Connecticut
$918K -$116K -1,400 -10%
SBWM
1942
Sunflower Bank Wealth Management
Arizona
$909K – – –
DCM
1943
Donaldson Capital Management
Indiana
$908K -$158K -1,900 -14%
AIC
1944
Ayalon Insurance Company
Israel
$907K -$1.14M -13,760 -53%
ACA
1945
Ackerman Capital Advisors
Texas
$904K +$1M +12,040 New
SCI
1946
S&CO Inc
Massachusetts
$903K +$384K +4,620 +62%
FMTCOCP
1947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$901K -$43.2K -520 -4%
BWM
1948
BigSur Wealth Management
Florida
$901K – – –
GCAC
1949
Guardian Capital Advisors (Canada)
Ontario, Canada
$901K +$8.31K +100 +0.9%
SCM
1950
Snow Capital Management
Pennsylvania
$901K +$998K +12,000 New
76 77
78
79 80