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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2001
Capital Advisors Wealth Management
Washington
$8.78M +$406K +2,211 +5%
GWMR
2002
GC Wealth Management RIA
Massachusetts
$8.77M +$33.8K +184 +0.4%
OHWA
2003
Oak Hill Wealth Advisors
Virginia
$8.77M +$8.34M +45,384 New
ZIG
2004
Zullo Investment Group
Pennsylvania
$8.75M -$60.8K -331 -0.7%
EWM
2005
Evermay Wealth Management
Virginia
$8.75M -$31.4K -171 -0.4%
ZF
2006
Zhang Financial
Michigan
$8.75M +$347K +1,888 +4%
FIM
2007
Fernwood Investment Management
Massachusetts
$8.74M -$373K -2,031 -4%
CCP
2008
Clarity Capital Partners
California
$8.74M -$59.5K -324 -0.7%
B
2009
Bellecapital
Switzerland
$8.72M +$18.4K +100 +0.2%
COLIM
2010
City of London Investment Management
United Kingdom
$8.7M +$7.5M +40,800 +968%
RFWA
2011
RPg Family Wealth Advisory
Massachusetts
$8.69M +$45.7K +249 +0.6%
APSI
2012
Asset Planning Services Inc
Louisiana
$8.68M -$168K -915 -2%
TAM
2013
Titleist Asset Management
Texas
$8.68M +$446K +2,430 +6%
RWS
2014
Resolute Wealth Strategies
Mississippi
$8.68M +$53.1K +289 +0.6%
PFA
2015
Pure Financial Advisors
California
$8.66M -$87.3K -475 -1%
RCM
2016
RB Capital Management
Nevada
$8.66M +$181K +988 +2%
BFPW
2017
BOK Financial Private Wealth
Colorado
$8.64M -$20.6K -112 -0.2%
SIA
2018
Strategic Investment Advisors
Michigan
$8.63M +$230K +1,254 +3%
NFGCM
2019
Norman Fields Gottscho Capital Management
New York
$8.62M +$165K +898 +2%
ECML
2020
Eagle Capital Management (Louisiana)
Louisiana
$8.61M -$154K -840 -2%
TWA
2021
TCI Wealth Advisors
Arizona
$8.6M +$105K +570 +1%
GAA
2022
Guardian Asset Advisors
Pennsylvania
$8.6M +$29.9K +163 +0.4%
PP
2023
PDS Planning
Ohio
$8.58M +$674K +3,667 +9%
AWP
2024
Ascent Wealth Partners
New York
$8.56M +$254K +1,381 +3%
TF
2025
Threadgill Financial
Texas
$8.53M +$1.29K +7 +0%
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81
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