We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2001
Icon Wealth Partners
Texas
$1.11M -$185K -2,000 -14%
KA
2002
Klingman & Associates
New York
$1.11M +$236K +2,540 +25%
GFPC
2003
Global Financial Private Capital
Florida
$1.1M -$119K -1,280 -9%
PFA
2004
Pure Financial Advisors
California
$1.1M +$217K +2,340 +23%
CAN
2005
Claraphi Advisory Network
United States
$1.1M -$1.92M -20,720 -62%
AFA
2006
Abacus FCF Advisors
Florida
$1.09M +$1.85K +20 +0.2%
PCM
2007
Pointe Capital Management
Michigan
$1.09M +$29.7K +320 +3%
MC
2008
Matisse Capital
Oregon
$1.09M – – –
SHA
2009
Seneca House Advisors
Virginia
$1.09M +$83.5K +900 +8%
BDWM
2010
Brewin Dolphin Wealth Management
Ireland
$1.09M +$102K +1,100 +10%
CA
2011
Cortland Associates
Missouri
$1.09M -$1.14M -12,300 -50%
DI
2012
Diligent Investors
California
$1.08M +$63.1K +680 +6%
AWM
2013
Apollon Wealth Management
South Carolina
$1.08M -$122K -1,320 -10%
BWM
2014
Bernicke Wealth Management
Wisconsin
$1.07M +$102K +1,100 +10%
GHA
2015
GW Henssler & Associates
Georgia
$1.06M +$1.85K +20 +0.2%
HC
2016
Hamilton Capital
Ohio
$1.06M -$256K -2,760 -18%
KM
2017
Kalos Management
Georgia
$1.06M -$13K -140 -1%
ACA
2018
Aptus Capital Advisors
Alabama
$1.05M -$9.27K -100 -0.8%
GAM
2019
Grandview Asset Management
Pennsylvania
$1.05M +$274K +2,960 +32%
RAM
2020
Roanoke Asset Management
New Jersey
$1.05M +$1.13M +12,140 New
WLIM
2021
White Lighthouse Investment Management
Massachusetts
$1.05M +$46.4K +500 +4%
SBWM
2022
Sunflower Bank Wealth Management
Arizona
$1.05M – – –
LSC
2023
Lyon Street Capital
California
$1.04M -$371K -4,000 -25%
IFLIT
2024
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.04M – – –
TI
2025
Truepoint Inc
Ohio
$1.04M +$22.3K +240 +2%
79 80
81
82 83