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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
WT Wealth Management
Arizona
$4.83M +$359K +2,080 +8%
WCM
2002
Wunderlich Capital Managemnt
Tennessee
$4.82M +$210K +1,220 +4%
RA
2003
RFG Advisory
Alabama
$4.82M -$128K -740 -2%
CCM
2004
Canal Capital Management
Virginia
$4.8M +$141K +820 +3%
WHRC
2005
W.H. Reaves & Co
New Jersey
$4.8M +$5.04M +29,220 New
BFG
2006
Beacon Financial Group
Texas
$4.77M +$103K +600 +2%
SAM
2007
Sequent Asset Management
Texas
$4.76M -$58.6K -340 -1%
MCM
2008
Mengis Capital Management
Oregon
$4.76M +$79.3K +460 +2%
PWM
2009
PRW Wealth Management
Massachusetts
$4.76M +$3.67M +21,280 +277%
WFI
2010
West Family Investments
California
$4.74M +$414K +2,400 +9%
BCM
2011
Brooktree Capital Management
Michigan
$4.74M -$224K -1,300 -4%
OCM
2012
Orser Capital Management
Texas
$4.73M +$121K +700 +2%
IAS
2013
IMA Advisory Services
Colorado
$4.72M +$200K +1,160 +4%
KHLMTHM
2014
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.71M – – –
HI
2015
Harrington Investments
California
$4.7M +$51.7K +300 +1%
CFA
2016
Capstone Financial Advisors
Illinois
$4.69M +$245K +1,420 +5%
KC
2017
Kingfisher Capital
North Carolina
$4.68M +$96.6K +560 +2%
9WM
2018
9258 Wealth Management
Ohio
$4.67M – – –
BBWA
2019
Bell & Brown Wealth Advisors
California
$4.66M +$4.9M +28,380 New
FWI
2020
Facet Wealth Inc
Maryland
$4.66M +$37.9K +220 +0.8%
CPO
2021
Cerity Partners OCIO
New York
$4.64M +$483K +2,800 +11%
NWS
2022
Newport Wealth Strategies
California
$4.63M +$10.3K +60 +0.2%
IA
2023
IFG Advisory
Georgia
$4.63M +$397K +2,300 +9%
CCPM
2024
Cooper Creek Partners Management
New York
$4.62M – – –
JSMC
2025
Jess S. Morgan & Co
California
$4.61M +$659K +3,820 +16%
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