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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2001
Mattern Wealth Management
Kansas
$3.71M +$173K +1,100 +5%
VA
2002
Valmark Advisers
Ohio
$3.7M +$337K +2,140 +10%
GBBWRPM
2003
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.69M +$230K +1,460 +7%
SJIM
2004
St. Johns Investment Management
Florida
$3.67M -$132K -840 -3%
SEEDPG
2005
S.E.E.D. Planning Group
New York
$3.67M -$577K -3,660 -14%
TPA
2006
Trivium Point Advisory
Connecticut
$3.66M +$1.27M +8,080 +53%
FWC
2007
First Washington Corp
Washington
$3.65M -$3.12M -19,760 -46%
BMC
2008
Beaton Management Company
Massachusetts
$3.64M -$123K -780 -3%
PFS
2009
Prospera Financial Services
Texas
$3.63M -$17.9M -113,640 -83%
BAM
2010
Berkshire Asset Management
Pennsylvania
$3.62M -$886K -5,620 -20%
EW
2011
Evoke Wealth
California
$3.62M +$202K +1,280 +6%
UBG
2012
United Bank (Georgia)
Georgia
$3.62M +$359K +2,280 +11%
LSA
2013
Lion Street Advisors
Texas
$3.62M +$2.19M +13,900 +165%
WOC
2014
West Oak Capital
California
$3.6M -$438K -2,780 -11%
BMO
2015
Beck Mack & Oliver
New York
$3.6M -$1.02M -6,500 -22%
BG
2016
Bahl & Gaynor
Ohio
$3.6M -$145K -920 -4%
PFBT
2017
Parkside Financial Bank & Trust
Missouri
$3.58M -$218K -1,380 -6%
MCA
2018
Mercer Capital Advisers
New Jersey
$3.58M -$66.2K -420 -2%
BMM
2019
Buffington Mohr McNeal
Idaho
$3.58M -$255K -1,620 -7%
SFA
2020
Souders Financial Advisors
Ohio
$3.58M -$94.6K -600 -2%
HHGA
2021
Halbert Hargrove Global Advisors
California
$3.57M +$1.31M +8,320 +58%
PWMAG
2022
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M -$252K -1,600 -7%
HF
2023
HRT Financial
New York
$3.56M +$3.57M +22,620 New
BAM
2024
Bellevue Asset Management
Washington
$3.55M – – –
ACM
2025
AUA Capital Management
Pennsylvania
$3.55M +$173K +1,100 +5%
79 80
81
82 83