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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2001
MainStreet Investment Advisors
Illinois
$12.2M -$726K -3,175 -6%
WEO
2002
William E. Oberndorf
$12.2M – – –
HT
2003
Heritage Trust
Oklahoma
$12.2M +$129K +564 +1%
MGWM
2004
Marks Group Wealth Management
Minnesota
$12.2M +$2.11M +9,232 +21%
WFG
2005
Wormser Freres Gestion
France
$12.2M +$56.1K +245 +0.5%
CC
2006
Courier Capital
New York
$12.2M -$237K -1,037 -2%
GIM
2007
Goelzer Investment Management
Indiana
$12.2M +$39.6K +173 +0.3%
CF
2008
Canoe Financial
Alberta, Canada
$12.2M +$12.1M +52,700 New
V
2009
ValueWorks
New York
$12.2M -$86.9K -380 -0.7%
PHM
2010
Prospect Hill Management
New Jersey
$12.2M +$320K +1,400 +3%
AC
2011
Annandale Capital
Texas
$12.2M – – –
SGA
2012
Strategic Global Advisors
California
$12.1M -$288K -1,258 -2%
1C
2013
111 Capital
France
$12.1M -$831K -3,631 -6%
ST
2014
Smithfield Trust
Pennsylvania
$12.1M +$134K +586 +1%
CNWM
2015
Clay Northam Wealth Management
California
$12.1M -$206K -899 -2%
MIM
2016
Morningstar Investment Management
Illinois
$12.1M -$29.6M -129,194 -71%
PCP
2017
Proficio Capital Partners
Massachusetts
$12M -$269K -1,175 -2%
GCM
2018
Gladius Capital Management
Illinois
$12M +$8.93M +39,029 +300%
FCA
2019
Fortis Capital Advisors
Kansas
$12M +$247K +1,078 +2%
BEC
2020
Blue Edge Capital
Virginia
$12M +$821K +3,587 +7%
MIM
2021
Miller Investment Management
Pennsylvania
$12M +$560K +2,446 +5%
PM
2022
Penbrook Management
New York
$11.9M +$4.58K +20 +0%
AOWM
2023
Asset One Wealth Management
Washington
$11.9M +$11.2M +49,169 New
NONA
2024
Ninety One North America
New York
$11.9M +$11.8M +51,721 New
CCM
2025
Channing Capital Management
Illinois
$11.9M +$1.19M +5,217 +11%
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