We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
V
2001
ValueWorks
New York
$13M +$44.7K +178 +0.3%
FFM
2002
Forum Financial Management
Illinois
$13M +$135K +536 +1%
SFS
2003
Searcy Financial Services
Kansas
$13M -$254K -1,011 -2%
PCTC
2004
Perkins Coie Trust Company
Washington
$13M +$1.69M +6,746 +14%
DSC
2005
Duncker Streett & Co
Missouri
$13M +$142K +564 +1%
WFG
2006
Wormser Freres Gestion
France
$13M +$531K +2,115 +4%
LI
2007
LDIC Inc
$13M +$13.7M +54,510 New
CWM
2008
Chronos Wealth Management
Florida
$13M -$69.5K -277 -0.5%
AIP
2009
Alapocas Investment Partners
Massachusetts
$13M -$5.14M -20,482 -27%
CCM
2010
Compass Capital Management
Minnesota
$12.9M +$58K +231 +0.4%
BI
2011
Bradyco Inc
Massachusetts
$12.9M -$2.51K -10 -0%
RBFC
2012
Roman Butler Fullerton & Co
Missouri
$12.9M +$34.4K +137 +0.3%
RWM
2013
Rench Wealth Management
Texas
$12.9M -$15.8K -63 -0.1%
KAM
2014
Kazazian Asset Management
Florida
$12.9M -$1.48M -5,885 -10%
CPBTD
2015
Central Pacific Bank - Trust Division
Hawaii
$12.9M -$2.57M -10,252 -16%
DCM
2016
Deuterium Capital Management
Florida
$12.9M – – –
AWC
2017
Abundance Wealth Counselors
Pennsylvania
$12.9M +$6.09M +24,282 +82%
CCT
2018
Capital City Trust
Florida
$12.9M +$71.3K +284 +0.5%
BW
2019
BIP Wealth
Georgia
$12.9M +$2.87M +11,442 +27%
RWA
2020
Roberts Wealth Advisors
California
$12.8M -$374K -1,489 -3%
FWM
2021
Focused Wealth Management
New York
$12.8M +$200K +798 +2%
GWANC
2022
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.8M +$206K +819 +2%
MIM
2023
Morningstar Investment Management
Illinois
$12.8M – – –
MIM
2024
Miller Investment Management
Pennsylvania
$12.8M +$300K +1,197 +2%
EWM
2025
Evermay Wealth Management
Virginia
$12.7M +$495K +1,971 +4%
79 80
81
82 83