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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
Refined Wealth Management
Utah
$5.33M +$5.15M +31,000 New
HWA
2002
HCR Wealth Advisors
California
$5.33M +$306K +1,840 +6%
KA
2003
Klingman & Associates
New York
$5.33M +$246K +1,480 +5%
6M
2004
6 Meridian
Kansas
$5.31M -$179K -1,080 -3%
OPWM
2005
Oxinas Partners Wealth Management
Indiana
$5.3M +$59.8K +360 +1%
MMPW
2006
Mitchell McLeod Pugh & Williams
Alabama
$5.3M +$223K +1,340 +5%
CRWM
2007
Castle Rock Wealth Management
California
$5.29M +$229K +1,380 +5%
QWM
2008
QP Wealth Management
New Jersey
$5.29M -$326K -1,960 -6%
MYIA
2009
Mount Yale Investment Advisors
Colorado
$5.27M -$179K -1,080 -3%
MCA
2010
Magnolia Capital Advisors
Mississippi
$5.27M +$2.59M +15,580 +103%
PIP
2011
Peachtree Investment Partners
Florida
$5.27M +$671K +4,040 +15%
CWA
2012
Canvas Wealth Advisors
Kansas
$5.23M +$698K +4,200 +16%
WI
2013
WrapManager Inc
California
$5.22M +$346K +2,080 +7%
AA
2014
Altman Advisors
Illinois
$5.21M +$615K +3,700 +13%
BCM
2015
Brooktree Capital Management
Michigan
$5.18M -$23.3K -140 -0.5%
CBFP
2016
Cedar Brook Financial Partners
Ohio
$5.18M -$23.3K -140 -0.5%
RA
2017
RFG Advisory
Alabama
$5.17M +$595K +3,580 +14%
CBB
2018
Citizens Business Bank
California
$5.17M -$243K -1,460 -5%
LAIC
2019
Lederer & Associates Investment Counsel
California
$5.17M +$725K +4,360 +17%
FFA
2020
Founders Financial Alliance
North Carolina
$5.16M +$110K +660 +2%
BP
2021
Bandera Partners
New York
$5.16M – – –
CVSC
2022
C.V. Starr & Co
New York
$5.16M – – –
HHMI
2023
Howard Hughes Medical Institute
Maryland
$5.16M – – –
CC
2024
Cartenna Capital
Connecticut
$5.16M +$4.99M +30,000 New
DA
2025
Doliver Advisors
Texas
$5.16M +$1.1M +6,600 +28%
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