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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2001
Cable Hill Partners
Oregon
$512K +$17.5K +220 +4%
CA
2002
Cullinan Associates
Kentucky
$510K – – –
TWM
2003
Titus Wealth Management
California
$510K +$7.94K +100 +2%
LMAM
2004
Legg Mason Asset Management
Japan
$510K +$476K +6,000 New
NIT
2005
NumerixS Investment Technologies
British Columbia, Canada
$510K +$476K +6,000 New
LFR
2006
Lehman Financial Resources
Pennsylvania
$506K – – –
PSF
2007
Pacific Sun Financial
California
$499K – – –
DBIA
2008
Dumont & Blake Investment Advisors
New Jersey
$498K – – –
TAM
2009
Trust Asset Management
Texas
$498K +$465K +5,860 New
LCM
2010
Leisure Capital Management
California
$493K -$286K -3,600 -38%
SL
2011
Summitry LLC
California
$493K +$31.7K +400 +7%
BCM
2012
Beddow Capital Management
Wyoming
$490K -$12.7K -160 -3%
LFA
2013
Legacy Financial Advisors
Kentucky
$488K +$156K +1,960 +57%
SFS
2014
Summit Financial Strategies
Ohio
$487K +$9.53K +120 +2%
FPB
2015
First PREMIER Bank
South Dakota
$486K +$159K +2,000 +54%
SFWA
2016
Summit Financial Wealth Advisors
Louisiana
$485K -$15.9K -200 -3%
WA
2017
Wealthstar Advisors
Texas
$484K +$416K +5,240 New
I
2018
INVST
Indiana
$483K -$111K -1,400 -20%
DOA
2019
D'Orazio & Associates
Virginia
$483K – – –
MWM
2020
Modera Wealth Management
New Jersey
$481K -$44.4K -560 -9%
NDSI
2021
Newman Dignan & Sheerar Inc
Rhode Island
$479K +$52.4K +660 +13%
AWM
2022
AllSquare Wealth Management
New York
$478K +$28.6K +360 +7%
BDWM
2023
Brewin Dolphin Wealth Management
Ireland
$469K +$63.5K +800 +17%
TC
2024
Trilogy Capital
California
$467K +$65.1K +820 +18%
LA
2025
LexAurum Advisors
Kansas
$467K +$111K +1,400 +34%
79 80
81
82 83