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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
2001
Roanoke Asset Management
New Jersey
$4.37M -$15.9K -100 -0.4%
LWA
2002
Lenox Wealth Advisors
New York
$4.36M -$380K -2,400 -8%
OCM
2003
Orser Capital Management
Texas
$4.35M -$238K -1,500 -5%
FMN
2004
Financial Management Network
California
$4.34M +$789K +4,980 +24%
SIM
2005
Sterling Investment Management
Arizona
$4.34M +$1.09M +6,900 +33%
JWM
2006
Jeppson Wealth Management
California
$4.34M +$22.2K +140 +0.5%
GAM
2007
Grandview Asset Management
Pennsylvania
$4.33M +$349K +2,200 +9%
KFBMI
2008
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.33M – – –
JHCP
2009
Jackson Hole Capital Partners
Oklahoma
$4.33M +$162K +1,020 +4%
G
2010
GenTrust
Florida
$4.33M +$4.44M +28,020 New
SCI
2011
S&CO Inc
Massachusetts
$4.32M +$76.1K +480 +2%
WCM
2012
Wunderlich Capital Managemnt
Tennessee
$4.32M -$34.9K -220 -0.8%
JFA
2013
Johanson Financial Advisors
California
$4.31M -$44.4K -280 -1%
CAG
2014
Csenge Advisory Group
Florida
$4.31M +$368K +2,320 +10%
IAS
2015
IMA Advisory Services
Colorado
$4.31M +$380K +2,400 +9%
MW
2016
Marcum Wealth
Ohio
$4.31M +$2.69M +16,940 +155%
MCM
2017
Mengis Capital Management
Oregon
$4.3M +$219K +1,380 +5%
CCM
2018
Coe Capital Management
Illinois
$4.29M -$133K -840 -3%
HCCM
2019
Hudson Canyon Capital Management
New York
$4.29M -$197K -1,240 -4%
OIM
2020
Oder Investment Management
California
$4.28M +$63.4K +400 +1%
NWS
2021
Newport Wealth Strategies
California
$4.28M -$101K -640 -2%
BOPW
2022
Brandywine Oak Private Wealth
Pennsylvania
$4.28M -$79.3K -500 -2%
BFG
2023
Beacon Financial Group
Texas
$4.27M – – –
HI
2024
Harrington Investments
California
$4.26M +$60.2K +380 +1%
ACS
2025
Archford Capital Strategies
Illinois
$4.26M -$171K -1,080 -4%
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