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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WPIC
2001
White Pine Investment Company
Michigan
$3.95M +$405K +3,204 +10%
BZWA
2002
Blue Zone Wealth Advisors
California
$3.95M -$614K -4,860 -12%
HWA
2003
HCR Wealth Advisors
California
$3.94M -$107K -848 -2%
FMN
2004
Financial Management Network
California
$3.94M +$86.1K +681 +2%
MSR
2005
Main Street Research
Connecticut
$3.94M +$1.2M +9,522 +38%
FMB
2006
Field & Main Bank
Kentucky
$3.94M -$68.4K -541 -2%
KC
2007
Kingfisher Capital
North Carolina
$3.94M +$664K +5,252 +18%
FFA
2008
Founders Financial Alliance
North Carolina
$3.93M -$563K -4,455 -11%
DA
2009
Doliver Advisors
Texas
$3.92M +$750K +5,930 +21%
RS
2010
Robeco Schweiz
Switzerland
$3.91M – – –
JGUA
2011
John G. Ullman & Associates
New York
$3.9M +$32.2K +255 +0.7%
SCA
2012
Sage Capital Advisors
South Dakota
$3.9M -$71.4K -565 -2%
IF
2013
Intrua Financial
Texas
$3.9M -$556K -4,401 -11%
AW
2014
Alaethes Wealth
Nevada
$3.9M -$35.3K -279 -0.8%
OCM
2015
Orion Capital Management
California
$3.9M -$148K -1,170 -3%
GBWM
2016
Granite Bay Wealth Management
New Hampshire
$3.89M +$52.2K +413 +1%
CFA
2017
Capstone Financial Advisors
Illinois
$3.88M +$463K +3,661 +12%
DBG
2018
De Burlo Group
Massachusetts
$3.88M +$1.14M +8,991 +35%
SFCL
2019
Strengthening Families & Communities LLC
Massachusetts
$3.88M +$4.11M +32,519 +1,796%
B
2020
Barings
North Carolina
$3.88M -$1.77M -14,008 -29%
GCS
2021
Gordian Capital (Singapore)
Singapore
$3.87M +$1.26K +10 +0%
ACM
2022
AUA Capital Management
Pennsylvania
$3.87M -$587K -4,646 -12%
SCM
2023
Sterneck Capital Management
Missouri
$3.87M +$102K +808 +2%
MMPW
2024
Mitchell McLeod Pugh & Williams
Alabama
$3.85M +$141K +1,113 +3%
PAM
2025
Pegasus Asset Management
New York
$3.84M -$29.7K -235 -0.7%
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