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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
OWIM
2001
Old West Investment Management
California
$361K – – –
SNBOSD
2002
Security National Bank of So Dak
Iowa
$360K – – –
RPGK
2003
Retirement Planning Group (Kansas)
Kansas
$360K +$356K +4,980 New
RRWA
2004
Rainey & Randall Wealth Advisors
Florida
$359K +$355K +4,960 New
NEPPG
2005
New England Professional Planning Group
Rhode Island
$358K +$32.9K +460 +11%
NDSI
2006
Newman Dignan & Sheerar Inc
Rhode Island
$356K -$30K -420 -8%
JFL
2007
Jarislowsky, Fraser Ltd
Quebec, Canada
$356K +$352K +4,920 New
NAM
2008
NTV Asset Management
West Virginia
$355K -$35.8K -500 -9%
CCA
2009
Conservest Capital Advisors
Pennsylvania
$355K -$2.86K -40 -0.8%
HIS
2010
Horizon Investment Services
Indiana
$352K +$35.8K +500 +11%
BFPW
2011
BOK Financial Private Wealth
Colorado
$350K -$7.15K -100 -2%
HCM
2012
Hodges Capital Management
Texas
$350K +$51.5K +720 +17%
BFIM
2013
Beese Fulmer Investment Management
Ohio
$349K +$32.9K +460 +11%
AIFS
2014
A&I Financial Services
Colorado
$347K – – –
ERIM
2015
Eagle Ridge Investment Management
Connecticut
$343K +$339K +4,740 New
TCM
2016
Tributary Capital Management
Nebraska
$343K +$339K +4,740 New
IR
2017
Invictus RG
Bermuda
$342K +$338K +4,720 New
BDWM
2018
Brewin Dolphin Wealth Management
Ireland
$342K – – –
LIA
2019
LBMC Investment Advisors
Tennessee
$340K +$12.9K +180 +4%
IWA
2020
Inspirion Wealth Advisors
Illinois
$340K +$14.3K +200 +4%
WTFG
2021
Wells Trecaso Financial Group
Ohio
$340K +$58.6K +820 +21%
DE
2022
Day & Ennis
Georgia
$339K – – –
ACP
2023
Aveo Capital Partners
Colorado
$339K +$42.9K +600 +15%
TC
2024
Trilogy Capital
California
$339K +$335K +4,680 New
JFGLC
2025
Johnson Financial Group LLC (Colorado)
Colorado
$338K -$91.5K -1,280 -21%
79 80
81
82 83