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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
Wealth Architects
California
$2.32M +$27.3K +201 +1%
TAM
1977
Trillium Asset Management
Massachusetts
$2.32M -$156K -1,149 -7%
CWM
1978
Concentrum Wealth Management
California
$2.32M +$445K +3,283 +25%
SCA
1979
St. Clair Advisors
Ohio
$2.31M – – –
EFH
1980
Eaton Financial Holdings
Florida
$2.31M +$2.22M +16,394 New
MCM
1981
Magnolia Capital Management
New York
$2.31M +$138K +1,015 +7%
CIA
1982
Cape Investment Advisory
Georgia
$2.31M +$180K +1,328 +9%
CAM
1983
Covenant Asset Management
New Jersey
$2.3M – – –
OWMIAS
1984
One Wealth Management Investment & Advisory Services
Florida
$2.3M +$2.22M +16,336 New
WPP
1985
Whalerock Point Partners
Rhode Island
$2.3M – – –
4WM
1986
4J Wealth Management
Virginia
$2.3M -$148K -1,091 -6%
KA
1987
Klingman & Associates
New York
$2.3M -$367K -2,704 -14%
PGWM
1988
Parisi Gray Wealth Management
New Jersey
$2.29M +$43.4K +320 +2%
DAM
1989
Draper Asset Management
New York
$2.28M -$38.7K -285 -2%
WAG
1990
Winthrop Advisory Group
Massachusetts
$2.28M +$7.46K +55 +0.3%
GPWA
1991
Great Point Wealth Advisors
Massachusetts
$2.28M – – –
BTI
1992
Blue Trust Inc
Georgia
$2.28M -$1.08M -7,982 -32%
TAIM
1993
Te Ahumairangi Investment Management
New Zealand
$2.28M -$25.5M -187,745 -92%
JWA
1994
JFS Wealth Advisors
Pennsylvania
$2.27M +$108K +799 +5%
NDSI
1995
Newman Dignan & Sheerar Inc
Rhode Island
$2.27M +$21.4K +158 +1%
TFGT
1996
TS Financial Group (TSFG)
Illinois
$2.26M +$25.5K +188 +1%
KJWM
1997
Kiley Juergens Wealth Management
Washington
$2.26M +$8.82K +65 +0.4%
DIP
1998
DT Investment Partners
Pennsylvania
$2.26M +$733K +5,400 +58%
LNWTC
1999
Laird Norton Wetherby Trust Company
Washington
$2.26M +$1.64M +12,070 +307%
NL
2000
NKCFO LLC
Illinois
$2.25M – – –
78 79
80
81 82