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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
4176
Ehrlich Financial Group
California
$340K – – –
IWM
4177
Inlight Wealth Management
Georgia
$340K -$1.47K -7 -0.5%
TA
4178
TrueWealth Advisors
Alabama
$339K +$21.6K +103 +8%
LS
4179
Leelyn Smith
Illinois
$339K +$15.6K +74 +6%
SFB
4180
STAR Financial Bank
Indiana
$339K -$55.7K -265 -16%
HBT
4181
Heartland Bank & Trust
Illinois
$339K -$151K -716 -34%
SWM
4182
SK Wealth Management
Rhode Island
$338K -$8.2K -39 -3%
OIS
4183
OneAscent Investment Solutions
Alabama
$338K -$79.2K -377 -21%
RA
4184
Rockingstone Advisors
Massachusetts
$336K +$52.5K +250 +22%
BI
4185
Beckerman Institutional
New Jersey
$335K +$210 +1 +0.1%
AWM
4186
Apex Wealth Management
New Hampshire
$334K +$210 +1 +0.1%
SPA
4187
Sentinel Pension Advisors
Massachusetts
$334K +$631 +3 +0.2%
HFA
4188
High Falls Advisors
New York
$332K +$210 +1 +0.1%
BCM
4189
Boreal Capital Management
Florida
$332K -$988K -4,702 -78%
RA
4190
RoundAngle Advisors
New Jersey
$331K -$4.2K -20 -1%
NA
4191
Nottingham Advisors
New York
$331K – – –
AM
4192
Atwater Malick
Pennsylvania
$331K +$31.5K +150 +12%
MA
4193
MAS Advisors
Florida
$330K +$28.8K +137 +11%
CFS
4194
Coordinated Financial Services
Colorado
$330K -$5.25K -25 -2%
BFP
4195
Beacon Financial Planning
Massachusetts
$329K -$8.2K -39 -3%
SC
4196
Schulhoff & Co
Ohio
$328K – – –
EFI
4197
EHP Funds Inc
Canada
$328K +$283K +1,345 New
BFA
4198
Bright Financial Advisors
Michigan
$327K – – –
AIFAIM
4199
American Institute for Advanced Investment Management
Arizona
$327K – – –
KRW
4200
Kaufman Rossin Wealth
Florida
$326K +$40.4K +192 +17%
166 167
168
169 170