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Alphabet (Google) Class C

Name Holding Trade Value Shares
Change
Change in
Stake
LA
3651
Lakeside Advisors
Washington
$336K -$81.5K -479 -21%
RWA
3652
Rooted Wealth Advisors
Illinois
$335K +$318K +1,869 New
FWM
3653
Fonville Wealth Management
Virginia
$334K +$54.8K +322 +21%
EWA
3654
ERTS Wealth Advisors
Michigan
$334K – – –
MJP
3655
Michael J. Puzo
$334K – – –
BWA
3656
Boulder Wealth Advisors
Colorado
$334K +$53.9K +317 +21%
DWAM
3657
Duncan Williams Asset Management
Tennessee
$334K -$13.4K -79 -4%
BBA
3658
Braun-Bostich & Associates
Pennsylvania
$333K -$34K -200 -10%
IA
3659
IMZ Advisory
Florida
$332K +$340 +2 +0.1%
TCOK
3660
Trust Company of Kansas
Kansas
$332K -$93.4K -549 -23%
HIG
3661
Heritage Investment Group
Florida
$332K – – –
AWP
3662
Atlas Wealth Partners
Pennsylvania
$331K -$17K -100 -5%
DWA
3663
Delos Wealth Advisors
Texas
$330K -$10.2K -60 -3%
HI
3664
Human Investing
Oregon
$330K +$13.4K +79 +5%
MFA
3665
Millington Financial Advisors
Illinois
$330K +$170 +1 +0.1%
SM
3666
Samjo Management
New York
$330K -$34K -200 -10%
PWS
3667
Private Wealth Strategies
Ohio
$330K +$306K +1,798 New
MCA
3668
MSH Capital Advisors
Arizona
$330K +$18.7K +110 +7%
CAM
3669
Campion Asset Management
Virginia
$328K – – –
MCM
3670
MontVue Capital Management
Virginia
$328K +$304K +1,790 New
CMP
3671
Courage Miller Partners
Virginia
$328K – – –
BAG
3672
Bridgewealth Advisory Group
California
$327K +$23.6K +139 +8%
PG
3673
Prostatis Group
Maryland
$327K -$1.7K -10 -0.6%
HCM
3674
Hillman Capital Management
Maryland
$325K -$54.4K -320 -15%
VARA
3675
Value Aligned Research Advisors
New Jersey
$325K +$301K +1,770 New