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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Wunderlich Capital Managemnt
Tennessee
$4.58M -$9.57K -60 -0.2%
BOPW
2002
Brandywine Oak Private Wealth
Pennsylvania
$4.58M +$31.9K +200 +0.7%
AFS
2003
Access Financial Services
Minnesota
$4.56M -$128K -800 -3%
KFBMI
2004
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.56M – – –
TAM
2005
Tabor Asset Management
New York
$4.55M +$4.46M +27,960 New
NNP
2006
Nachman Norwood & Parrott
South Carolina
$4.55M +$201K +1,260 +5%
CGA
2007
Crescent Grove Advisors
Illinois
$4.55M +$1.02M +6,380 +30%
JWM
2008
Jeppson Wealth Management
California
$4.54M -$38.3K -240 -0.9%
FFA
2009
Founders Financial Alliance
North Carolina
$4.52M +$450K +2,820 +11%
WCP
2010
Waterfront Capital Partners
New York
$4.51M -$3.56M -22,320 -45%
MCM
2011
Makena Capital Management
California
$4.51M -$67K -420 -1%
SIM
2012
Seaview Investment Managers
Florida
$4.5M -$319K -2,000 -7%
BA
2013
Bluesphere Advisors
Pennsylvania
$4.5M +$4.41M +27,660 New
SFO
2014
Standard Family Office
South Dakota
$4.5M +$4.41M +27,660 New
SMC
2015
Smith, Moore & Co
Missouri
$4.5M +$156K +980 +4%
KA
2016
Klingman & Associates
New York
$4.49M -$115K -720 -3%
CH
2017
Canton Hathaway
Rhode Island
$4.49M +$60.6K +380 +1%
RMAM
2018
Raab & Moskowitz Asset Management
New Jersey
$4.48M -$41.5K -260 -0.9%
SCI
2019
S&CO Inc
Massachusetts
$4.47M +$211K +1,320 +5%
VWA
2020
Visionary Wealth Advisors
Illinois
$4.47M +$4.38M +27,440 New
IWP
2021
Icon Wealth Partners
Texas
$4.46M -$44.7K -280 -1%
3LCM
2022
3D/L Capital Management
Connecticut
$4.46M +$4.28M +26,820 New
NWS
2023
Newport Wealth Strategies
California
$4.45M – – –
OIM
2024
Oder Investment Management
California
$4.45M +$4.35M +27,260 New
BCP
2025
Blackhawk Capital Partners
Wisconsin
$4.45M -$271K -1,700 -6%
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