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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
2001
XML Financial
Maryland
$11.2M -$206K -936 -2%
CCT
2002
Capital City Trust
Florida
$11.2M -$28.8K -131 -0.2%
LTI
2003
Laffer Tengler Investments
Tennessee
$11.2M +$60.3K +274 +0.5%
MCG
2004
McCollum Christoferson Group
New York
$11.1M +$14.1M +64,119 +112%
BL
2005
BCWM LLC
Kansas
$11.1M +$1.8M +8,156 +18%
APP
2006
Avantax Planning Partners
Iowa
$11.1M +$496K +2,252 +4%
DRD
2007
Dennis R. Delaney
$11.1M +$3.76M +17,057 +47%
BEC
2008
Blue Edge Capital
Virginia
$11.1M +$286K +1,297 +3%
WAM
2009
Wolverine Asset Management
Illinois
$11.1M +$11.7M +53,076 New
FWM
2010
Focused Wealth Management
New York
$11.1M +$2.59M +11,780 +29%
MM
2011
Morangie Management
Florida
$11.1M -$125K -566 -1%
GWANC
2012
Guardian Wealth Advisors (North Carolina)
North Carolina
$11M -$288K -1,308 -2%
AC
2013
AlpenGlobal Capital
California
$11M +$11.7M +52,934 New
WIS
2014
Wright Investors Service
Connecticut
$11M -$109K -493 -0.9%
PIN
2015
Prudent Investors Network
California
$11M +$1.13M +5,134 +11%
BGDI
2016
BW Gestao de Investimentos
Brazil
$11M +$2.17M +9,852 +23%
LHC
2017
Little House Capital
Massachusetts
$11M -$227K -1,032 -2%
PHM
2018
Prospect Hill Management
New Jersey
$11M +$11K +50 +0.1%
CNWM
2019
Clay Northam Wealth Management
California
$11M +$75.3K +342 +0.7%
AC
2020
Annandale Capital
Texas
$11M +$17K +77 +0.1%
WFG
2021
Wormser Freres Gestion
France
$10.9M -$307K -1,394 -3%
CIP
2022
Convergence Investment Partners
Florida
$10.9M +$5.19M +23,557 +81%
KLWA
2023
Kelly Lawrence W & Associates
California
$10.9M -$843K -3,830 -7%
BCM
2024
Blume Capital Management
California
$10.9M +$907K +4,120 +9%
MIM
2025
Miller Investment Management
Pennsylvania
$10.9M +$152K +692 +1%
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