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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2026
Wedge Capital Management
North Carolina
$768K +$200K +2,400 +31%
PI
2027
Pathlight Investors
Arizona
$767K +$768K +9,240 New
CAM
2028
Crestone Asset Management
Colorado
$765K +$31.6K +380 +4%
NSAM
2029
North Star Asset Management
Wisconsin
$760K +$49.9K +600 +6%
NQWM
2030
Northwest Quadrant Wealth Management
Oregon
$758K – – –
CT
2031
Chicago Trust
Illinois
$757K +$120K +1,440 +17%
CHA
2032
Cooper/Haims Advisors
New York
$754K -$16.6K -200 -2%
FC
2033
Ferris Capital
Massachusetts
$754K +$6.65K +80 +0.8%
LMAM
2034
Legg Mason Asset Management
Japan
$751K – – –
AAIM
2035
American Assets Investment Management
California
$751K +$831K +10,000 New
AFS
2036
Amtrust Financial Services
New York
$750K +$831K +10,000 New
WG
2037
Welch Group
Alabama
$749K +$115K +1,380 +16%
AR
2038
Advisory Research
Illinois
$748K +$13.3K +160 +2%
MSA
2039
Marino Stram & Associates
Massachusetts
$746K +$56.5K +680 +7%
CHP
2040
Cable Hill Partners
Oregon
$746K +$333K +4,000 +67%
MCM
2041
Mengis Capital Management
Oregon
$741K +$214K +2,580 +35%
CA
2042
Continuum Advisory
Idaho
$740K +$111K +1,340 +16%
SAM
2043
Seelaus Asset Management
New Jersey
$737K -$153K -1,840 -16%
RA
2044
RFG Advisory
Alabama
$737K -$99.8K -1,200 -11%
PL
2045
Plancorp LLC
Missouri
$737K -$51.5K -620 -6%
PGA
2046
Portland Global Advisors
Maine
$737K -$18.3K -220 -2%
BFPW
2047
BOK Financial Private Wealth
Colorado
$736K +$409K +4,920 +101%
CWA
2048
Clarus Wealth Advisors
Arizona
$731K +$58.2K +700 +8%
IDBONY
2049
Israel Discount Bank of New York
New York
$731K +$466K +5,600 +135%
MFP
2050
Meridian Financial Partners
Virginia
$731K +$810K +9,740 New
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