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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2001
BFSG LLC
California
$6.28M +$802K +5,724 +16%
SHFA
2002
SS&H Financial Advisors
Michigan
$6.27M +$123K +875 +2%
SAF
2003
Smith Anglin Financial
Texas
$6.27M -$55.5K -396 -1%
WWM
2004
WT Wealth Management
Arizona
$6.27M +$308K +2,196 +6%
OLA
2005
Oliver Luxxe Assets
New Jersey
$6.25M -$44.9K -320 -0.8%
WDA
2006
Wendell David Associates
New Hampshire
$6.25M -$110K -785 -2%
PFGIA
2007
Patriot Financial Group Insurance Agency
Massachusetts
$6.24M +$344K +2,453 +6%
FIM
2008
Freedom Investment Management
Connecticut
$6.23M -$199K -1,417 -3%
CFMC
2009
Curbstone Financial Management Corp
New Hampshire
$6.23M +$14K +100 +0.2%
RWP
2010
Revolve Wealth Partners
New Jersey
$6.22M +$90.8K +648 +2%
ACM
2011
Ayrshire Capital Management
Connecticut
$6.2M +$28.3K +202 +0.5%
TFGT
2012
TS Financial Group (TSFG)
Illinois
$6.2M +$21.6K +154 +0.4%
KAM
2013
Knightsbridge Asset Management
California
$6.19M +$45.1K +322 +0.8%
WEO
2014
William E. Oberndorf
$6.19M -$389K -2,774 -6%
HIM
2015
Herald Investment Management
United Kingdom
$6.18M – – –
HWA
2016
HHM Wealth Advisors
Tennessee
$6.18M -$4.63K -33 -0.1%
SC
2017
Syon Capital
California
$6.18M +$1.41M +10,085 +33%
AC
2018
Asio Capital
Kentucky
$6.17M +$267K +1,903 +5%
SDH
2019
Sloy Dahl & Holst
Washington
$6.17M -$7.21M -51,429 -56%
HIM
2020
Harbour Investment Management
Washington
$6.17M +$8.41K +60 +0.1%
IRAG
2021
Investment Research & Advisory Group
Georgia
$6.15M -$93.1K -664 -2%
HIP
2022
Harrell Investment Partners
Texas
$6.14M -$59.4K -424 -1%
SWC
2023
Spectrum Wealth Counsel
Indiana
$6.13M +$5.66M +40,375 New
SFCL
2024
Strengthening Families & Communities LLC
Massachusetts
$6.13M +$30.4K +217 +0.5%
MG
2025
Mather Group
Illinois
$6.13M +$5.65M +40,318 New
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