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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Aevitas Wealth Management
Massachusetts
$2.92M -$733K -7,420 -18%
RWM
2002
Rench Wealth Management
Texas
$2.92M -$345K -3,496 -9%
VIP
2003
Vantage Investment Partners
Missouri
$2.92M -$65.3K -661 -2%
SFA
2004
Souders Financial Advisors
Ohio
$2.91M +$159K +1,607 +5%
GCL
2005
Gouws Capital LLC
North Carolina
$2.91M +$85K +860 +3%
BZWA
2006
Blue Zone Wealth Advisors
California
$2.91M -$29.6K -300 -0.9%
MFA
2007
Mayflower Financial Advisors
Massachusetts
$2.9M +$55K +557 +0.2%
BWA
2008
Blodgett Wealth Advisors
California
$2.9M -$589K -5,960 -15%
DBG
2009
De Burlo Group
Massachusetts
$2.9M +$14.8K +150 +0.4%
FMB
2010
Field & Main Bank
Kentucky
$2.9M -$37K -375 -1%
AFA
2011
Arlington Financial Advisors
California
$2.89M +$102K +1,031 +3%
GITFIT
2012
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.89M +$886K +8,972 +35%
HG
2013
Herbst Group
Connecticut
$2.89M +$112K +1,135 +3%
LA
2014
LVW Advisors
New York
$2.88M -$306K -3,100 -8%
MCCP
2015
Mission Creek Capital Partners
California
$2.88M +$35.4K +358 +1%
PAM
2016
Pegasus Asset Management
New York
$2.88M +$29.9K +303 +0.9%
ACM
2017
AUA Capital Management
Pennsylvania
$2.87M – – –
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$2.87M -$476K -4,821 -12%
BBI
2019
Baxter Bros Inc
Connecticut
$2.87M +$144K +1,455 +4%
SFCL
2020
Strengthening Families & Communities LLC
Massachusetts
$2.86M -$24.8K -251 -0.7%
SCA
2021
Sage Capital Advisors
South Dakota
$2.86M -$46.7K -473 -1%
OCM
2022
Orion Capital Management
California
$2.86M -$42.5K -430 -1%
OW
2023
Olistico Wealth
Oklahoma
$2.86M +$3.36M +34,057 New
VWM
2024
Venturi Wealth Management
Texas
$2.86M -$298K -3,014 -8%
CCG
2025
Cloverfields Capital Group
Minnesota
$2.86M +$496K +5,017 +17%
79 80
81
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