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Alphabet (Google) Class C

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
2601
Summit Wealth & Retirement Planning
California
$474K -$300K -2,520 -40%
ACM
2602
Alpha Capital Management
Texas
$474K -$9.54K -80 -2%
BOM
2603
Bank of Marin
California
$471K -$11.9K -100 -3%
BZWA
2604
Blue Zone Wealth Advisors
California
$471K – – –
WDL
2605
Well Done LLC
Michigan
$471K +$9.54K +80 +2%
VCM
2606
Versant Capital Management
Arizona
$471K +$23.8K +200 +6%
PAM
2607
Peak Asset Management
Colorado
$469K -$689K -5,780 -61%
AFS
2608
Axiom Financial Strategies
Indiana
$469K +$26.2K +220 +6%
OPWM
2609
Oxinas Partners Wealth Management
Indiana
$469K +$45.3K +380 +11%
HI
2610
Hudock Inc
Pennsylvania
$466K – – –
RIS
2611
Retirement Income Solutions
Michigan
$466K – – –
AA
2612
Auxano Advisors
Washington
$466K +$11.9K +100 +3%
HWMG
2613
Hurlow Wealth Management Group
Indiana
$464K – – –
PS
2614
Planned Solutions
California
$461K – – –
AA
2615
ALPS Advisors
Colorado
$459K -$16.7K -140 -4%
GWMIA
2616
Global Wealth Management Investment Advisory
Florida
$459K – – –
BFG
2617
Berger Financial Group
Minnesota
$459K +$16.7K +140 +4%
SWMP
2618
Signature Wealth Management Partners
New Jersey
$459K +$88.2K +740 +25%
MPCG
2619
Matrix Private Capital Group
New York
$458K -$210K -1,760 -32%
TFF
2620
The Family Firm
Maryland
$457K – – –
BWM
2621
Bulltick Wealth Management
Florida
$456K -$26.2K -220 -6%
IBOK
2622
Independence Bank of Kentucky
Kentucky
$456K -$66.7K -560 -13%
GAAM
2623
Guinness Atkinson Asset Management
California
$456K -$62K -520 -13%
SCG
2624
Sonata Capital Group
Washington
$456K – – –
KNW
2625
Kesler Norman & Wride
Utah
$454K -$62K -520 -13%