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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2026
Bell Bank
North Dakota
$6.12M -$292K -2,081 -5%
BWG
2027
Beta Wealth Group
California
$6.12M +$1.19M +8,480 +27%
JFGIW
2028
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.1M +$695K +4,957 +14%
SMA
2029
Sage Mountain Advisors
Georgia
$6.09M -$23.4K -167 -0.4%
FHC
2030
Forest Hill Capital
Arkansas
$6.08M – – –
UHC
2031
Union Heritage Capital
Michigan
$6.08M – – –
BEI
2032
Benjamin Edwards Inc
Missouri
$6.07M +$376K +2,680 +7%
AMG
2033
Asset Management Group
Connecticut
$6.07M -$188K -1,340 -3%
MIG
2034
McGuire Investment Group
Rhode Island
$6.07M +$1.73M +12,341 +45%
TBA
2035
Tower Bridge Advisors
Pennsylvania
$6.07M -$63.9K -456 -1%
HNW
2036
High Note Wealth
Minnesota
$6.06M +$150K +1,073 +3%
WPWM
2037
Western Pacific Wealth Management
Illinois
$6.06M +$11.1K +79 +0.2%
ONSWM
2038
Old North State Wealth Management
North Carolina
$6.06M +$84.1K +600 +2%
SMC
2039
Smith, Moore & Co
Missouri
$6.06M +$254K +1,815 +5%
GIM
2040
Goelzer Investment Management
Indiana
$6.05M -$21.4K -153 -0.4%
ACS
2041
Archford Capital Strategies
Illinois
$6.05M +$166K +1,187 +3%
LWP
2042
LMG Wealth Partners
Louisiana
$6.04M +$67.6K +482 +1%
TAS
2043
TIFF Advisory Services
Pennsylvania
$6.04M -$1.11M -7,913 -17%
SFS
2044
Stiles Financial Services
Minnesota
$6.04M +$179K +1,275 +3%
IC
2045
Inscription Capital
Texas
$6.02M +$918K +6,552 +20%
CAG
2046
Curtis Advisory Group
California
$6.01M -$9.85M -70,300 -64%
GCP
2047
GSA Capital Partners
United Kingdom
$6M +$1.93M +13,748 +53%
TYCC
2048
Texas Yale Capital Corp
Florida
$6M +$37.3K +266 +0.7%
PFSC
2049
Peoples Financial Services Corp
Pennsylvania
$6M -$3.08K -22 -0.1%
KA
2050
Klingman & Associates
New York
$6M -$433K -3,089 -7%
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