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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2001
Peddock Capital Advisors
Massachusetts
$641K – – –
SFG
2002
Summit Financial Group
West Virginia
$639K – – –
GC
2003
Gilbert & Cook
Iowa
$635K -$9.4K -100 -2%
HFP
2004
Holistic Financial Partners
Indiana
$635K +$596K +6,340 New
OPCM
2005
Osborne Partners Capital Management
California
$631K +$79K +840 +15%
HFA
2006
HC Financial Advisors
California
$631K +$109K +1,160 +23%
WA
2007
Wealthstar Advisors
Texas
$628K +$97.8K +1,040 +20%
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$627K – – –
WPA
2009
West Paces Advisors
Georgia
$627K – – –
CAS
2010
Cue Advisory Services
Arizona
$625K – – –
GSC
2011
G&S Capital
Colorado
$625K – – –
FPB
2012
First PREMIER Bank
South Dakota
$623K +$47K +500 +9%
SAM
2013
Solaris Asset Management
New York
$621K -$75.2K -800 -11%
TWM
2014
Titus Wealth Management
California
$621K +$18.8K +200 +3%
WCF
2015
West Coast Financial
California
$621K +$583K +6,200 New
JDR
2016
Jay D. Rosenbaum
$619K +$3.76K +40 +0.7%
AC
2017
AFAM Capital
Texas
$611K -$20.7K -220 -3%
DLG
2018
Daniel L. Goodwin
$611K – – –
GA
2019
Geller Advisors
New York
$611K – – –
KC
2020
KHP Capital
Oklahoma
$611K – – –
NCM
2021
Novare Capital Management
North Carolina
$607K -$63.9K -680 -10%
LA
2022
Legacy Advisors
Pennsylvania
$605K +$374K +3,980 +193%
GMA
2023
Goldstein Munger & Associates
California
$603K -$7.52K -80 -1%
MCIA
2024
Mountain Capital Investment Advisors
Colorado
$603K +$122K +1,300 +28%
CA
2025
Cullinan Associates
Kentucky
$601K – – –
79 80
81
82 83