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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
2001
Iowa State Bank
Iowa
$9.15M +$227K +1,044 +2%
LPAM
2002
Lodestar Private Asset Management
California
$9.13M -$585K -2,696 -5%
BCPWM
2003
Bradley & Co Private Wealth Management
Florida
$9.13M -$821K -3,783 -7%
CCAM
2004
Codex Capital Asset Management
Texas
$9.08M – – –
SFG
2005
Snider Financial Group
Washington
$9.07M -$40.4K -186 -0.4%
TF
2006
Threadgill Financial
Texas
$9.06M -$13.2K -61 -0.1%
APP
2007
Avantax Planning Partners
Iowa
$9.04M +$4.88M +22,467 +90%
TSMHT
2008
Thurston Springer Miller Herd & Titak
Indiana
$9.01M +$735K +3,385 +8%
ACA
2009
Atlas Capital Advisors
Wyoming
$9M +$171K +786 +2%
FSG
2010
Financial Strategies Group
Michigan
$8.99M +$808K +3,723 +8%
BCM
2011
Beck Capital Management
Texas
$8.98M -$530K -2,443 -5%
SFG
2012
Seamount Financial Group
Colorado
$8.98M +$69K +318 +0.7%
RCA
2013
Resonant Capital Advisors
Wisconsin
$8.97M +$514K +2,369 +5%
GWM
2014
Gibbs Wealth Management
Georgia
$8.97M +$1.61M +7,433 +19%
EP
2015
Edgestream Partners
New Jersey
$8.95M +$1.46M +6,725 +17%
WI
2016
WrapManager Inc
California
$8.95M -$800K -3,686 -7%
LI
2017
LRI Investments
Florida
$8.94M -$4.85M -22,329 -25%
PCA
2018
Providence Capital Advisors
North Carolina
$8.93M +$296K +1,362 +3%
GMA
2019
Glassy Mountain Advisors
Maryland
$8.92M -$180K -828 -2%
UAG
2020
United Advisor Group
Ohio
$8.92M -$2.72M -12,532 -21%
TPWA
2021
TRUE Private Wealth Advisors
Oregon
$8.89M -$497K -2,291 -5%
KAS
2022
KPP Advisory Services
Kentucky
$8.89M +$1.84M +8,493 +22%
MIM
2023
Moseley Investment Management
Florida
$8.89M -$17.6K -81 -0.2%
BP
2024
BBR Partners
New York
$8.89M -$137K -630 -1%
ACM
2025
Alpha Capital Management
Texas
$8.89M -$277K -1,276 -3%
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