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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2001
Graham Capital Management
Connecticut
$5.62M -$9.27K -60 -0.2%
STC
2002
Sarah T. Connolly
$5.61M +$324K +2,100 +7%
GWM
2003
GDS Wealth Management
Texas
$5.61M +$510K +3,300 +10%
VC
2004
Vicus Capital
Pennsylvania
$5.6M +$1.45M +9,360 +37%
RS
2005
Robeco Schweiz
Switzerland
$5.58M +$389K +2,520 +8%
WA
2006
WP Advisors
California
$5.55M +$64.9K +420 +1%
GL
2007
Graypoint LLC
New York
$5.55M +$1.93M +12,500 +58%
AAP
2008
Ardsley Advisory Partners
Connecticut
$5.55M +$4.48M +29,000 +580%
IC
2009
Iconiq Capital
California
$5.55M -$130K -840 -2%
WPWM
2010
Western Pacific Wealth Management
Illinois
$5.55M +$15.5K +100 +0.3%
PCM
2011
Pinnbrook Capital Management
New York
$5.54M -$1.17M -7,580 -18%
KFBMI
2012
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.54M – – –
ZR
2013
Zeno Research
New York
$5.54M +$1.98M +12,840 +61%
CCM
2014
Compton Capital Management
Rhode Island
$5.53M +$124K +800 +2%
FWM
2015
Finer Wealth Management
Massachusetts
$5.52M +$27.8K +180 +0.5%
BCM
2016
Beck Capital Management
Texas
$5.51M -$2.76M -17,840 -35%
CBB
2017
Citizens Business Bank
California
$5.5M -$201K -1,300 -4%
TWMP
2018
Taylor Wealth Management Partners
Massachusetts
$5.49M -$201K -1,300 -4%
FFS
2019
Founders Financial Securities
Maryland
$5.49M +$114K +740 +2%
CA
2020
CV Advisors
Florida
$5.48M +$476K +3,080 +10%
BZWA
2021
Blue Zone Wealth Advisors
California
$5.47M +$1.15M +7,460 +29%
PFGIA
2022
Patriot Financial Group Insurance Agency
Massachusetts
$5.46M -$315K -2,040 -6%
RCM
2023
RB Capital Management
Nevada
$5.45M +$358K +2,320 +7%
YSP
2024
Yarra Square Partners
New York
$5.44M – – –
TC
2025
Trust Company
Kansas
$5.43M +$213K +1,380 +4%
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