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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1676
Kelman-Lazarov Inc
Tennessee
$638K -$60.7K -1,100 -8%
AFG
1677
Albion Financial Group
Utah
$631K -$19.9K -360 -3%
BHBT
1678
Burke & Herbert Bank & Trust
Virginia
$631K – – –
CWM
1679
Cornerstone Wealth Management
Missouri
$630K +$55.2K +1,000 +9%
PC
1680
Port Capital
Illinois
$629K – – –
CPO
1681
Cerity Partners OCIO
New York
$626K -$7.73K -140 -1%
SMC
1682
Smith, Moore & Co
Missouri
$625K -$16.6K -300 -2%
CBN
1683
Cadence Bank NA
Texas
$621K +$2.21K +40 +0.3%
HCC
1684
Hirtle Callaghan & Co
Pennsylvania
$620K – – –
AFP
1685
Ausdal Financial Partners
Iowa
$616K -$98.3K -1,780 -13%
MWM
1686
Modera Wealth Management
New Jersey
$616K -$8.83K -160 -1%
TL
1687
TrueWealth LLC
Georgia
$615K -$124K -2,240 -16%
NHC
1688
Nicholas Hoffman & Company
Georgia
$615K -$7.73K -140 -1%
CPIG
1689
Chicago Partners Investment Group
Illinois
$615K +$61.8K +1,120 +10%
SA
1690
Strategic Advisors
New York
$612K – – –
LSA
1691
L & S Advisors
California
$609K +$5.52K +100 +0.9%
MPM
1692
Meritage Portfolio Management
Kansas
$608K +$415K +7,520 +177%
ITIM
1693
Indiana Trust & Investment Management
Indiana
$606K – – –
JDR
1694
Jay D. Rosenbaum
$606K – – –
GEM
1695
Global Endowment Management
North Carolina
$599K +$221K +4,000 +53%
CA
1696
Continuum Advisory
Idaho
$597K +$75.1K +1,360 +13%
KF
1697
Krilogy Financial
Missouri
$594K +$80.6K +1,460 +15%
PCM
1698
Pointe Capital Management
Michigan
$592K -$21K -380 -3%
TTWM
1699
TCV Trust & Wealth Management
Virginia
$592K +$12.1K +220 +2%
CAM
1700
Cidel Asset Management
Ontario, Canada
$589K +$59.6K +1,080 +11%
66 67
68
69 70