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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2001
Oarsman Capital
Wisconsin
$3.25M +$843K +6,980 +42%
SWM
2002
Segment Wealth Management
Texas
$3.24M +$29K +240 +1%
VWA
2003
Visionary Wealth Advisors
Illinois
$3.24M +$440K +3,640 +18%
FFBTD
2004
First Financial Bank - Trust Division
Ohio
$3.24M +$792K +6,560 +39%
TAM
2005
Trust Asset Management
Texas
$3.23M +$2.36M +19,580 +510%
FF
2006
Fluent Financial
Texas
$3.22M -$592K -4,900 -17%
IA
2007
IFG Advisory
Georgia
$3.21M -$111K -920 -4%
RCM
2008
Requisite Capital Management
Texas
$3.2M +$1.81M +15,000 +183%
MCA
2009
Mercer Capital Advisers
New Jersey
$3.19M – – –
DBT
2010
Dubuque Bank & Trust
Iowa
$3.19M -$126K -1,040 -4%
CWM
2011
Concentrum Wealth Management
California
$3.19M – – –
CAL
2012
Capital Analysts LLC
Pennsylvania
$3.17M -$246K -2,040 -8%
WWM
2013
Windsor Wealth Management
Indiana
$3.17M -$94.2K -780 -3%
PP
2014
Palladium Partners
Virginia
$3.17M +$181K +1,500 +7%
BCP
2015
Blackhawk Capital Partners
Wisconsin
$3.17M +$329K +2,720 +9%
AMG
2016
Asset Management Group
Connecticut
$3.16M +$623K +5,160 +29%
JPC
2017
Jabodon PT Co
Nevada
$3.15M -$227K -1,880 -8%
MME
2018
Meag Munich Ergo
Germany
$3.15M +$2.76M +22,840 New
F
2019
F3Logic
Minnesota
$3.14M +$413K +3,420 +18%
AJ
2020
Ashburton (Jersey)
Jersey
$3.14M -$167K -1,380 -6%
WAG
2021
Winthrop Advisory Group
Massachusetts
$3.13M +$179K +1,480 +7%
BOS
2022
Bank of Stockton
California
$3.12M +$2.73M +22,640 New
ICM
2023
IMS Capital Management
Oregon
$3.12M -$1.02M -8,420 -27%
BAM
2024
Bellevue Asset Management
Washington
$3.11M -$41.1K -340 -1%
MWM
2025
Mattern Wealth Management
Kansas
$3.1M +$14.5K +120 +0.5%
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81
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