We are live on ! Find out more
GOOG icon

Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
4001
Phoenix Wealth Advisors
North Carolina
$335K +$7.06K +40 +2%
SMG
4002
Smart Money Group
Texas
$334K +$18.5K +105 +6%
MJP
4003
Michael J. Puzo
$333K -$8.82K -50 -3%
PRI
4004
Prepared Retirement Institute
Pennsylvania
$333K – – –
MFA
4005
McClarren Financial Advisors
Pennsylvania
$333K -$67.4K -382 -18%
ADBIC
4006
A.D. Beadell Investment Counsel
Wisconsin
$333K – – –
WTFG
4007
Wells Trecaso Financial Group
Ohio
$332K -$6.35K -36 -2%
ATC
4008
Advantage Trust Company
Kansas
$331K – – –
BOM
4009
Bank of Marin
California
$331K – – –
IA
4010
IMZ Advisory
Florida
$331K -$21K -119 -6%
SHJ
4011
Sharkey, Howes & Javer
Colorado
$331K +$27.9K +158 +10%
DWA
4012
Delos Wealth Advisors
Texas
$331K -$13.2K -75 -4%
MWAM
4013
Manhattan West Asset Management
California
$329K -$43.2K -245 -12%
HNWA
4014
Henrickson Nauta Wealth Advisors
Michigan
$328K +$17.3K +98 +6%
PPA
4015
Painted Porch Advisors
California
$327K +$16.2K +92 +6%
BF
4016
Baring Financial
Washington
$327K +$303K +1,718 New
HCM
4017
Hillman Capital Management
Maryland
$326K -$4.77K -27 -2%
CWMS
4018
Cannon Wealth Management Services
North Carolina
$326K -$34.2K -194 -11%
MCM
4019
McRae Capital Management
New Jersey
$326K – – –
F8IS
4020
Figure 8 Investment Strategies
Idaho
$326K +$302K +1,712 New
LC
4021
Landaas & Company
Wisconsin
$326K +$23.7K +134 +9%
WA
4022
WPG Advisers
Maryland
$325K +$302K +1,709 New
AWP
4023
Atlas Wealth Partners
Pennsylvania
$325K -$17.6K -100 -6%
IJWM
4024
Inman Jager Wealth Management
Mississippi
$324K +$300K +1,701 New
MPPW
4025
Mitchell & Pahl Private Wealth
Oklahoma
$324K – – –
159 160
161
162 163