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Alphabet (Google) Class C

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3001
Wade Financial Advisory
California
$822K
SWM
3002
SilverOak Wealth Management
Minnesota
$822K +$327K +1,920 +75%
PFG
3003
Prosperity Financial Group
California
$820K -$308K -1,809 -29%
GJIA
3004
Glass Jacobson Investment Advisors
Maryland
$820K +$4.59K +27 +0.6%
AGP
3005
Autumn Glory Partners
Texas
$819K
MCWA
3006
Meadow Creek Wealth Advisors
Georgia
$818K -$1.49M -8,788 -66%
TB
3007
Terril Brothers
Missouri
$818K
TCM
3008
Tradewinds Capital Management
Washington
$815K +$8.51K +50 +1%
RMC
3009
Resources Management Corp
Connecticut
$814K -$75.7K -445 -9%
EL
3010
EWA LLC
Pennsylvania
$813K +$128K +754 +21%
IEFM
3011
IQ EQ Fund Management
Ireland
$812K +$75.9K +446 +11%
TWP
3012
Triad Wealth Partners
Kansas
$811K +$85.6K +503 +13%
SGWM
3013
Sterling Group Wealth Management
California
$810K +$751K +4,416 New
WH
3014
Wallace Hart
Kentucky
$806K +$336K +1,975 +82%
TC
3015
Tacita Capital
Ontario, Canada
$806K -$72.3K -425 -9%
CVA
3016
Central Valley Advisors
California
$806K -$218K -1,280 -17%
EWA
3017
Encompass Wealth Advisors
Oregon
$805K +$16K +94 +2%
SWG
3018
Summit Wealth Group
Vermont
$805K +$12.4K +73 +2%
PFP
3019
Paragon Financial Partners
California
$803K +$170 +1 +0%
BFA
3020
Beacon Financial Advisory
Ohio
$802K +$153K +900 +26%
KL
3021
KWMG LLC
Kansas
$802K +$470K +2,763 +172%
MWP
3022
Meridian Wealth Partners
Pennsylvania
$801K +$66K +388 +10%
RW
3023
Rockport Wealth
Ohio
$801K +$425K +2,500 +134%
AWM
3024
Accel Wealth Management
Iowa
$801K +$17.4K +102 +2%
RDFA
3025
Ritter Daniher Financial Advisory
Ohio
$800K -$1.19K -7 -0.2%