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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
2001
Baldwin Investment Management
Pennsylvania
$5.65M -$3.42K -20 -0.1%
GCS
2002
Gordian Capital (Singapore)
Singapore
$5.65M +$5.8M +33,900 New
FIA
2003
Foundations Investment Advisors
Arizona
$5.62M +$1.35M +7,880 +30%
WA
2004
WP Advisors
California
$5.61M -$58.2K -340 -1%
MM
2005
Meridian Management
Arkansas
$5.59M +$260K +1,520 +5%
AFA
2006
Arlington Financial Advisors
California
$5.59M +$20.5K +120 +0.4%
OPWM
2007
Oxinas Partners Wealth Management
Indiana
$5.59M +$674K +3,940 +13%
SWM
2008
Segment Wealth Management
Texas
$5.58M +$1.11M +6,480 +24%
G
2009
GenTrust
Florida
$5.58M +$240K +1,400 +4%
SCI
2010
Stableford Capital II
Arizona
$5.58M +$753K +4,400 +13%
FCA
2011
FinTrust Capital Advisors
South Carolina
$5.57M +$2.35M +13,720 +70%
GWM
2012
GDS Wealth Management
Texas
$5.57M +$5.72M +33,400 New
CWA
2013
Choice Wealth Advisors
Maine
$5.57M -$626K -3,660 -10%
PRWA
2014
Platte River Wealth Advisors
Colorado
$5.56M -$37.7K -220 -0.6%
YSP
2015
Yarra Square Partners
New York
$5.56M -$1.04M -6,080 -15%
RCA
2016
Roberts Capital Advisors
Colorado
$5.55M +$5.7M +33,320 New
ISWM
2017
Independent Solutions Wealth Management
New York
$5.55M -$30.8K -180 -0.5%
SIG
2018
Sargent Investment Group
Maryland
$5.54M -$510K -2,980 -8%
CCM
2019
Compton Capital Management
Rhode Island
$5.52M -$161K -940 -3%
IFA
2020
Index Fund Advisors
California
$5.52M +$5.66M +33,100 New
CIS
2021
Connors Investor Services
Pennsylvania
$5.51M +$157K +920 +3%
BWM
2022
BerganKDV Wealth Management
Minnesota
$5.51M -$99.3K -580 -2%
GBWM
2023
Granite Bay Wealth Management
New Hampshire
$5.51M +$5.66M +33,060 New
BMO
2024
Beck Mack & Oliver
New York
$5.51M +$78.7K +460 +1%
LHC
2025
Little House Capital
Massachusetts
$5.5M +$315K +1,840 +6%
79 80
81
82 83