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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2026
Wilson Asset Management
Australia
$10.4M -$747K -3,302 -7%
ICM
2027
IMS Capital Management
Oregon
$10.3M -$739K -3,267 -6%
IA
2028
Insight Advisors
Pennsylvania
$10.3M +$905 +4 +0%
BKA
2029
Brick & Kyle Associates
Pennsylvania
$10.3M -$52.3K -231 -0.5%
LPAM
2030
Lodestar Private Asset Management
California
$10.3M -$82.4K -364 -0.8%
RPWA
2031
Regent Peak Wealth Advisors
Georgia
$10.3M +$10.6M +46,987 New
PP
2032
Pacifica Partners
Canada
$10.3M -$111K -491 -1%
SWGC
2033
Summit Wealth Group (Colorado)
Colorado
$10.3M +$12.9M +56,984 +249%
PFGIA
2034
Patriot Financial Group Insurance Agency
Massachusetts
$10.3M -$2.04M -9,034 -16%
FFA
2035
Fairfield Financial Advisors
Massachusetts
$10.3M -$875K -3,864 -8%
KAM
2036
Knightsbridge Asset Management
California
$10.3M +$302K +1,332 +3%
NCM
2037
Next Capital Management
New York
$10.2M +$595K +2,627 +6%
1M
2038
1248 Management
Missouri
$10.2M -$8.79M -38,824 -45%
DKCM
2039
Davidson Kahn Capital Management
California
$10.2M +$23.5K +104 +0.2%
MCCA
2040
Mill Creek Capital Advisors
Pennsylvania
$10.2M +$136K +599 +1%
CCM
2041
Channing Capital Management
Illinois
$10.2M +$1.74M +7,700 +20%
MFS
2042
Monetta Financial Services
Illinois
$10.2M -$1.13M -5,000 -10%
GAA
2043
Global Assets Advisory
Florida
$10.2M +$247K +1,093 +2%
HC
2044
Hendley & Co
Ohio
$10.2M -$95.1K -420 -0.9%
SWM
2045
Shepherd Wealth Management
Ohio
$10.2M -$1.68M -7,437 -15%
ADL
2046
Asset Dedication LLC
California
$10.2M -$307K -1,358 -3%
HIM
2047
Herald Investment Management
United Kingdom
$10.2M – – –
LI
2048
LRI Investments
Florida
$10.2M +$151K +669 +1%
GMA
2049
Glassy Mountain Advisors
Maryland
$10.2M -$213K -942 -2%
ACM
2050
Alpha Capital Management
Texas
$10.2M -$81.7K -361 -0.8%
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