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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2001
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.53M +$85.3K +883 +3%
PWS
2002
Peloton Wealth Strategists
Indiana
$3.53M +$151K +1,560 +5%
NME
2003
Notis-McConarty Edward
$3.53M +$63.8K +660 +2%
BB
2004
Bell Bank
North Dakota
$3.53M +$601K +6,221 +22%
MS
2005
Marshall & Sullivan
Washington
$3.52M +$79.6K +824 +2%
CTFG
2006
Capstone Triton Financial Group
Oklahoma
$3.52M -$101K -1,047 -3%
CWM
2007
Chemistry Wealth Management
New York
$3.51M +$796K +8,244 +32%
IAS
2008
IMA Advisory Services
Colorado
$3.51M -$251K -2,596 -7%
I
2009
INVST
Indiana
$3.5M -$966 -10 -0%
CI
2010
Carroll Investors
South Carolina
$3.5M -$2.55M -26,400 -44%
BA
2011
Bridgewater Advisors
New York
$3.49M -$128K -1,329 -4%
FWI
2012
Facet Wealth Inc
Maryland
$3.49M +$6.47K +67 +0.2%
JFGIW
2013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.49M +$1.06M +10,958 +48%
WFG
2014
Wills Financial Group
Virginia
$3.49M -$204K -2,110 -6%
DLG
2015
Daniel L. Goodwin
$3.49M -$9.66K -100 -0.3%
NCGI
2016
Next Century Growth Investors
Minnesota
$3.48M -$1.35M -13,932 -29%
DA
2017
Doliver Advisors
Texas
$3.47M -$209K -2,162 -6%
EI
2018
Ellevest Inc
New York
$3.47M +$512K +5,300 +19%
OCM
2019
Orion Capital Management
California
$3.47M -$47.3K -490 -1%
BRM
2020
Boston Research & Management
Massachusetts
$3.47M +$647K +6,700 +25%
DWM
2021
Drive Wealth Management
Utah
$3.46M +$1M +10,390 +45%
DBRC
2022
D.B. Root & Company
Pennsylvania
$3.46M -$38.4K -397 -1%
TLP
2023
Trinity Legacy Partners
Texas
$3.46M +$3.24M +33,504 New
HLCM
2024
Hickory Lane Capital Management
New York
$3.46M – – –
SW
2025
Signify Wealth
Missouri
$3.45M +$3.96K +41 +0.1%
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