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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Pacifica Partners
Canada
$10.5M -$47.3K -239 -0.5%
ECM
2002
EagleClaw Capital Management
Massachusetts
$10.5M -$84.9K -429 -0.9%
ADL
2003
Asset Dedication LLC
California
$10.5M -$428K -2,165 -4%
CS
2004
CapitalatWork SA
$10.5M -$2.49M -12,575 -21%
CCAM
2005
Codex Capital Asset Management
Texas
$10.5M – – –
LPU
2006
Lansdowne Partners (UK)
United Kingdom
$10.5M +$6.09M +30,763 +182%
BCPWM
2007
Bradley & Co Private Wealth Management
Florida
$10.4M -$85.3K -431 -0.9%
BKA
2008
Brick & Kyle Associates
Pennsylvania
$10.4M -$284K -1,435 -3%
BPIM
2009
Brant Point Investment Management
New York
$10.4M +$369K +1,863 +4%
MAWA
2010
Moss Adams Wealth Advisors
Washington
$10.4M +$825K +4,170 +10%
KAS
2011
KPP Advisory Services
Kentucky
$10.4M +$149K +754 +2%
SSWM
2012
Strait & Sound Wealth Management
California
$10.4M -$314K -1,585 -3%
LPAM
2013
Lodestar Private Asset Management
California
$10.4M -$123K -623 -1%
FM
2014
Freemont Management
Switzerland
$10.4M +$2.2M +11,100 +31%
BL
2015
BFSG LLC
California
$10.4M +$122K +619 +1%
GMA
2016
Glassy Mountain Advisors
Maryland
$10.4M +$72.8K +368 +0.8%
CGA
2017
Channing Global Advisors
Florida
$10.4M -$1.13M -5,688 -11%
SFO
2018
Stokes Family Office
Louisiana
$10.3M +$1.81M +9,137 +24%
FWI
2019
Facet Wealth Inc
Maryland
$10.3M +$1.46M +7,371 +20%
IA
2020
Insight Advisors
Pennsylvania
$10.3M -$324K -1,639 -3%
BIAS
2021
Beacon Investment Advisory Services
New Jersey
$10.3M -$2.07M -10,477 -18%
LA
2022
LVW Advisors
New York
$10.3M +$731K +3,692 +9%
SBF
2023
Sara-Bay Financial
Florida
$10.3M +$225K +1,138 +2%
HC
2024
Hendley & Co
Ohio
$10.3M +$2.3M +11,600 +33%
MIM
2025
Moseley Investment Management
Florida
$10.3M +$14.2K +72 +0.2%
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81
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