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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
4676
Long Island Wealth Management
New York
$339K – – –
NLWP
4677
Next Level Wealth Planning
Idaho
$339K – – –
TWPM
4678
Total Wealth Planning & Management
Florida
$339K +$309K +1,080 New
AWA
4679
Alaska Wealth Advisors
Alaska
$338K -$16.9K -59 -5%
DAS
4680
DMKC Advisory Services
Iowa
$338K – – –
VPI
4681
Value Partners Investments
Manitoba, Canada
$336K +$859 +3 +0.3%
HG
4682
Harbor Group
New Hampshire
$336K -$20.1K -70 -6%
BPW
4683
Bingham Private Wealth
California
$336K +$307K +1,070 New
DWM
4684
DWR Wealth Management
California
$336K +$306K +1,067 New
MFS
4685
McNamara Financial Services
Massachusetts
$335K – – –
PFG
4686
PAX Financial Group
Texas
$335K -$20.9K -73 -6%
GFG
4687
Grantvest Financial Group
New Jersey
$335K -$34.4K -120 -10%
XFP
4688
Xena Financial Planning
Oregon
$334K +$305K +1,065 New
AGA
4689
Arkos Global Advisors
Texas
$334K -$839K -2,930 -73%
SCM
4690
Stordahl Capital Management
Colorado
$334K -$40.4K -141 -12%
WFL
4691
Wealth Forward LLC
North Dakota
$334K +$305K +1,063 New
GWA
4692
Gutierrez Wealth Advisory
Arkansas
$333K -$15.2K -53 -5%
BWA
4693
BCU Wealth Advisors
Illinois
$333K – – –
GWI
4694
Grace & White Inc
New York
$333K – – –
JE
4695
JMAC Enterprises
Pennsylvania
$333K – – –
CFIA
4696
Cantor Fitzgerald Investment Advisors
New York
$330K – – –
LWPC
4697
Legacy Wealth Partners (Colorado)
Colorado
$330K +$301K +1,051 New
CSW
4698
Cogent Strategic Wealth
Illinois
$329K +$287K +1,003 New
FMTCOCP
4699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$329K – – –
TM
4700
Torren Management
California
$329K +$300K +1,047 New
186 187
188
189 190