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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2001
HBW Advisory Services
California
$10.8M -$31.7K -155 -0.3%
BPAMU
2002
BTG Pactual Asset Management US
New York
$10.8M +$55.4K +271 +0.6%
TPWA
2003
TRUE Private Wealth Advisors
Oregon
$10.8M -$149K -728 -1%
JSW
2004
Journey Strategic Wealth
New Jersey
$10.7M +$524K +2,559 +6%
RGI
2005
River Global Investors
United Kingdom
$10.7M -$7.65M -37,413 -43%
IIM
2006
Ipswich Investment Management
Massachusetts
$10.7M +$30.1K +147 +0.3%
MIM
2007
Miller Investment Management
Pennsylvania
$10.7M -$2.25K -11 -0%
JRP
2008
Jasper Ridge Partners
California
$10.7M +$13.9K +68 +0.1%
GSEP
2009
Golden State Equity Partners
California
$10.7M -$920K -4,496 -8%
IA
2010
Insight Advisors
Pennsylvania
$10.7M +$93.5K +457 +1%
HB
2011
HTLF Bank
Colorado
$10.7M -$250K -1,223 -2%
PWM
2012
Purus Wealth Management
California
$10.7M +$51.1K +250 +0.5%
TP
2013
TenCore Partners
New York
$10.7M -$778K -3,805 -7%
LFP
2014
Leeward Financial Partners
Washington
$10.7M -$261K -1,276 -3%
AAM
2015
Alphadyne Asset Management
New York
$10.7M +$9.98M +48,768 New
CIM
2016
Chapman Investment Management
California
$10.7M +$6.34K +31 +0.1%
MWM
2017
Merriman Wealth Management
Washington
$10.7M -$592K -2,893 -6%
UHC
2018
Union Heritage Capital
Michigan
$10.7M – – –
HCM
2019
Hillman Capital Management
Maryland
$10.7M -$227K -1,109 -2%
RFN
2020
RDA Financial Network
Iowa
$10.7M +$2.01M +9,819 +25%
AWM
2021
Affinity Wealth Management
Delaware
$10.6M +$77.7K +380 +0.8%
PIM
2022
Peregrine Investment Management
Ontario, Canada
$10.6M +$9.92M +48,470 New
TPI
2023
Trust Point Inc
Wisconsin
$10.6M +$475K +2,321 +5%
BCM
2024
Barrier Capital Management
California
$10.6M +$12.3K +60 +0.1%
CWP
2025
Concord Wealth Partners
Virginia
$10.6M +$814K +3,979 +9%
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