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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
3001
Mark Sheptoff Financial Planning
Connecticut
$311K -$236K -2,000 -41%
RTL
3002
Red Tortoise LLC
Georgia
$311K – – –
HFP
3003
Holistic Financial Partners
Indiana
$311K +$11.8K +100 +4%
AWM
3004
Aspire Wealth Management
Massachusetts
$311K +$21.3K +180 +7%
OLA
3005
Oliver Luxxe Assets
New Jersey
$311K +$33.1K +280 +11%
MWP
3006
Meridian Wealth Partners
Pennsylvania
$311K +$125K +1,060 +60%
CA
3007
Carson Advisory
Georgia
$311K +$336K +2,840 New
HFS
3008
Heritage Financial Services
Massachusetts
$310K -$75.6K -640 -18%
SFG
3009
Steward Financial Group
Texas
$310K +$9.45K +80 +3%
ST
3010
Sabal Trust
Florida
$309K +$333K +2,820 New
WA
3011
Wealthstream Advisors
New York
$308K -$26K -220 -7%
CCIA
3012
Cherry Creek Investment Advisors
Colorado
$308K -$4.73K -40 -1%
SFG
3013
Sunburst Financial Group
Alabama
$308K +$42.5K +360 +15%
SAMC
3014
Spectrum Asset Management (California)
California
$307K -$35.4K -300 -10%
BFPW
3015
BOK Financial Private Wealth
Colorado
$306K -$2.61M -22,080 -89%
VAFP
3016
Vahanian & Associates Financial Planning
New York
$306K -$276K -2,340 -46%
BIA
3017
Barry Investment Advisors
Massachusetts
$306K -$47.3K -400 -13%
EIA
3018
Eldridge Investment Advisors
New Hampshire
$306K – – –
SPWM
3019
Schrum Private Wealth Management
Florida
$306K – – –
MAG
3020
MRA Advisory Group
New Jersey
$306K +$2.36K +20 +0.7%
HCM
3021
Hengehold Capital Management
Ohio
$306K +$11.8K +100 +4%
CPA
3022
Cowen Prime Advisors
New York
$306K +$236K +2,000 +250%
SSA
3023
South Street Advisors
New York
$304K – – –
KAM
3024
KEB Asset Management
Illinois
$304K +$328K +2,780 New
WCP
3025
Wick Capital Partners
Pennsylvania
$302K -$106K -900 -25%
119 120
121
122 123