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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2001
Ipswich Investment Management
Massachusetts
$10.7M +$32.4K +143 +0.3%
JRP
2002
Jasper Ridge Partners
California
$10.7M – – –
MWM
2003
Manske Wealth Management
Texas
$10.7M +$84.4K +373 +0.8%
SFG
2004
Snider Financial Group
Washington
$10.7M +$136K +599 +1%
MAWA
2005
Moss Adams Wealth Advisors
Washington
$10.7M +$270K +1,194 +3%
UHC
2006
Union Heritage Capital
Michigan
$10.7M – – –
AA
2007
Alta Advisers
United Kingdom
$10.7M +$65.6K +290 +0.6%
SFG
2008
Seamount Financial Group
Colorado
$10.7M -$410K -1,810 -4%
IB
2009
Iyo Bank
Japan
$10.6M +$5.65M +24,956 +107%
CE
2010
Cornerstone Enterprises
Wisconsin
$10.6M +$476K +2,103 +5%
MIM
2011
Moseley Investment Management
Florida
$10.6M +$331K +1,461 +3%
BEC
2012
Blue Edge Capital
Virginia
$10.6M -$367K -1,621 -3%
MA
2013
MYDA Advisors
New York
$10.5M -$1.58M -7,000 -13%
WAG
2014
Winthrop Advisory Group
Massachusetts
$10.5M +$362K +1,600 +3%
LT
2015
Legacy Trust
Michigan
$10.5M +$2.83M +12,523 +35%
ISB
2016
Iowa State Bank
Iowa
$10.5M -$137K -607 -1%
PIN
2017
Prudent Investors Network
California
$10.5M +$276K +1,221 +3%
BL
2018
BFSG LLC
California
$10.5M +$96.4K +426 +0.9%
SSWM
2019
Strait & Sound Wealth Management
California
$10.5M +$66.5K +294 +0.6%
CCAM
2020
Codex Capital Asset Management
Texas
$10.5M – – –
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$10.4M +$2.49K +11 +0%
AWM
2022
Accurate Wealth Management
Florida
$10.4M +$1.17M +5,179 +12%
MCC
2023
Malaga Cove Capital
California
$10.4M +$207K +916 +2%
SFO
2024
Stokes Family Office
Louisiana
$10.4M +$40.7K +180 +0.4%
PP
2025
Patten & Patten
Tennessee
$10.4M +$994K +4,391 +10%
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