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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
2001
Beck Mack & Oliver
New York
$3.59M -$123K -980 -3%
BW
2002
Bison Wealth
Georgia
$3.59M +$236K +1,884 +6%
CP
2003
Corbenic Partners
Pennsylvania
$3.58M +$498K +3,983 +13%
SFA
2004
Souders Financial Advisors
Ohio
$3.57M +$916K +7,320 +28%
TWM
2005
Tradition Wealth Management
Minnesota
$3.57M -$300K -2,400 -7%
WPWM
2006
Western Pacific Wealth Management
Illinois
$3.55M -$76.5K -611 -2%
SCM
2007
Sterneck Capital Management
Missouri
$3.55M +$1.32M +10,525 +46%
CBB
2008
Citizens Business Bank
California
$3.54M -$626 -5 -0%
PFBT
2009
Parkside Financial Bank & Trust
Missouri
$3.54M +$272K +2,175 +7%
YSP
2010
Yarra Square Partners
New York
$3.54M – – –
APGDR
2011
Absoluto Partners Gestao de Recursos
Brazil
$3.54M -$4.7M -37,594 -53%
RCA
2012
Roberts Capital Advisors
Colorado
$3.54M – – –
NME
2013
Notis-McConarty Edward
$3.54M +$25.7K +205 +0.6%
CPO
2014
Cerity Partners OCIO
New York
$3.54M +$277K +2,211 +7%
GMA
2015
Glassy Mountain Advisors
Maryland
$3.53M +$40K +320 +1%
BSI
2016
Bennett Selby Investments
Maine
$3.53M -$174K -1,389 -4%
KMWM
2017
Keudell/Morrison Wealth Management
Oregon
$3.53M +$204K +1,632 +5%
RMAM
2018
Raab & Moskowitz Asset Management
New Jersey
$3.52M +$369K +2,951 +10%
T
2019
TCWP
Ohio
$3.52M +$498K +3,979 +14%
IBOK
2020
Independence Bank of Kentucky
Kentucky
$3.51M -$20K -160 -0.5%
MCCP
2021
Mission Creek Capital Partners
California
$3.51M -$8.76K -70 -0.2%
MMPW
2022
Mitchell McLeod Pugh & Williams
Alabama
$3.5M +$36.8K +294 +0.9%
UIA
2023
Ulland Investment Advisors
Minnesota
$3.49M -$203K -1,620 -5%
HWA
2024
Heritage Wealth Advisors
Virginia
$3.49M +$410K +3,280 +11%
FMN
2025
Financial Management Network
California
$3.49M +$3.75K +30 +0.1%
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