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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
2026
NuWave Investment Management
New Jersey
$1.1M +$1.08M +11,580 +57,900%
LF
2027
Lantz Financial
Illinois
$1.1M -$551K -5,920 -34%
PIM
2028
Penobscot Investment Management
Massachusetts
$1.09M +$9.31K +100 +0.9%
BBI
2029
Baxter Bros Inc
Connecticut
$1.08M +$22.4K +240 +2%
BDWM
2030
Brewin Dolphin Wealth Management
Ireland
$1.08M +$138K +1,480 +15%
AIC
2031
Ameritas Investment Company
Nebraska
$1.08M -$2.5M -26,800 -70%
KLCM
2032
KG&L Capital Management
Louisiana
$1.08M +$65.2K +700 +7%
SXL
2033
Summit X LLC
Missouri
$1.07M +$96.9K +1,040 +10%
LFA
2034
Legacy Financial Advisors
Kentucky
$1.07M +$44.7K +480 +4%
S
2035
SimplyRich
California
$1.07M +$1.05M +11,280 New
AAP
2036
Arax Advisory Partners
Colorado
$1.07M +$1.05M +11,260 New
BWA
2037
BDO Wealth Advisors
Florida
$1.06M -$425K -4,560 -29%
ODG
2038
O'Dell Group
Ohio
$1.06M -$7.45K -80 -0.7%
GCAC
2039
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.06M – – –
NAM
2040
NTV Asset Management
West Virginia
$1.06M +$186K +2,000 +22%
NWM
2041
Northwest Wealth Management
Iowa
$1.06M – – –
BWM
2042
Bernicke Wealth Management
Wisconsin
$1.06M +$13K +140 +1%
W
2043
WealthOne
New York
$1.06M +$24.2K +260 +2%
MSS
2044
Mitchell Sinkler & Starr
Pennsylvania
$1.05M +$59.6K +640 +6%
PI
2045
Pettee Investors
Connecticut
$1.05M +$350K +3,760 +51%
CCP
2046
Clarkston Capital Partners
Michigan
$1.05M – – –
DFA
2047
Delta Financial Advisors
Louisiana
$1.05M +$1.03M +11,060 New
UBV
2048
United Bank (Virginia)
Virginia
$1.04M -$311K -3,340 -23%
SAM
2049
Seelaus Asset Management
New Jersey
$1.04M – – –
HCP
2050
Holt Capital Partners
Texas
$1.04M – – –
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