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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
2001
Archford Capital Strategies
Illinois
$8.21M +$160K +878 +2%
TFIPS
2002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.21M +$4.37M +23,935 +119%
FFS
2003
Founders Financial Securities
Maryland
$8.19M -$515K -2,823 -6%
RCM
2004
RB Capital Management
Nevada
$8.19M -$159K -871 -2%
MYIA
2005
Mount Yale Investment Advisors
Colorado
$8.17M -$6.88M -37,729 -46%
BL
2006
BFSG LLC
California
$8.16M +$325K +1,781 +4%
CIM
2007
Chiron Investment Management
New York
$8.16M -$7.25M -39,742 -48%
EBT
2008
Enterprise Bank & Trust
Massachusetts
$8.15M +$117K +641 +1%
MFS
2009
Mattson Financial Services
Michigan
$8.15M -$52.5K -288 -0.7%
KA
2010
Kerrisdale Advisers
Florida
$8.14M +$941K +5,160 +13%
HIM
2011
Herald Investment Management
United Kingdom
$8.14M – – –
FWM
2012
Finer Wealth Management
Massachusetts
$8.14M +$24.6K +135 +0.3%
CCP
2013
Clarity Capital Partners
California
$8.14M -$282K -1,546 -3%
CBB
2014
Citizens Business Bank
California
$8.13M -$74.4K -408 -0.9%
SAF
2015
Smith Anglin Financial
Texas
$8.12M +$345K +1,891 +5%
SHFA
2016
SS&H Financial Advisors
Michigan
$8.11M – – –
ECU
2017
Eisler Capital (US)
New York
$8.11M +$660K +3,617 +9%
SBF
2018
Sara-Bay Financial
Florida
$8.1M +$7.23M +39,620 +1,028%
RCA
2019
Resonant Capital Advisors
Wisconsin
$8.1M +$318K +1,745 +4%
CB
2020
CNB Bank
Pennsylvania
$8.09M +$367K +2,011 +5%
WWM
2021
WT Wealth Management
Arizona
$8.09M -$55.6K -305 -0.7%
FIM
2022
Fernwood Investment Management
Massachusetts
$8.07M -$354K -1,940 -4%
AWM
2023
Avaii Wealth Management
Wisconsin
$8.06M +$2.33M +12,783 +42%
NFGCM
2024
Norman Fields Gottscho Capital Management
New York
$8.06M +$24.3K +133 +0.3%
VIP
2025
Vantage Investment Partners
Missouri
$8.06M -$3.83K -21 -0%
79 80
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