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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
2001
Malaga Cove Capital
California
$7.83M -$129K -774 -2%
SIA
2002
Strategic Investment Advisors
Michigan
$7.82M +$3M +17,962 +71%
ZF
2003
Zhang Financial
Michigan
$7.82M +$769K +4,607 +12%
PIM
2004
Platinum Investment Management
Australia
$7.82M +$3.12M +18,667 +76%
AWM
2005
Angeles Wealth Management
California
$7.81M -$1.08M -6,470 -13%
UAG
2006
United Advisor Group
Ohio
$7.8M +$4M +23,964 +124%
CAWM
2007
Capital Advisors Wealth Management
Washington
$7.79M +$170K +1,018 +2%
AO
2008
Advisor OS
Illinois
$7.79M +$664K +3,980 +10%
SIM
2009
Spark Investment Management
New York
$7.79M – – –
PFGIA
2010
Patriot Financial Group Insurance Agency
Massachusetts
$7.78M +$339K +2,031 +5%
RCM
2011
RNC Capital Management
California
$7.77M -$66.8K -400 -0.9%
MIG
2012
McGuire Investment Group
Rhode Island
$7.76M +$511K +3,060 +8%
HFA
2013
Harbert Fund Advisors
Alabama
$7.76M +$41.7K +250 +0.6%
AWP
2014
Ascent Wealth Partners
New York
$7.74M +$92K +551 +1%
LAM
2015
Lynch Asset Management
Pennsylvania
$7.74M – – –
BCM
2016
Barrier Capital Management
California
$7.72M -$58.9K -353 -0.8%
FSG
2017
Financial Strategies Group
Michigan
$7.69M +$684K +4,097 +11%
KC
2018
Knuff & Co
California
$7.69M +$114K +684 +2%
PP
2019
Pacifica Partners
Canada
$7.69M -$236K -1,416 -3%
ZF
2020
Zega Financial
Florida
$7.68M +$1.79M +10,753 +34%
EI
2021
Ellevest Inc
New York
$7.68M -$64.6K -387 -0.9%
APWM
2022
Argonautica Private Wealth Management
Massachusetts
$7.68M +$52.1K +312 +0.7%
SMA
2023
Sage Mountain Advisors
Georgia
$7.68M +$416K +2,495 +6%
FFS
2024
Founders Financial Securities
Maryland
$7.67M -$1.16M -6,950 -14%
TAM
2025
Titleist Asset Management
Texas
$7.66M +$171K +1,023 +2%
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