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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Capstone Financial Advisors
Illinois
$246K -$67.2K -1,320 -22%
VA
2002
Valmark Advisers
Ohio
$246K +$239K +4,700 New
SIC
2003
Shoker Investment Counsel
Ohio
$245K -$25.4K -500 -10%
CG
2004
CFO4Life Group
Texas
$245K -$24.4K -480 -9%
MCM
2005
MV Capital Management
Maryland
$243K -$6.11K -120 -3%
MWM
2006
Meridian Wealth Management
Kentucky
$243K -$3.05K -60 -1%
FCIM
2007
Fairview Capital Investment Management
California
$243K +$10.2K +200 +5%
ACS
2008
Archford Capital Strategies
Illinois
$242K -$11.2K -220 -5%
WWMSC
2009
Wagner Wealth Management (South Carolina)
South Carolina
$242K +$223K +4,380 New
ATFA
2010
All Terrain Financial Advisors
Minnesota
$242K +$235K +4,620 New
PWMAG
2011
Pinnacle Wealth Management Advisory Group
New Jersey
$240K – – –
FFWA
2012
FRG Family Wealth Advisors
Washington
$240K +$233K +4,580 New
WLIM
2013
White Lighthouse Investment Management
Massachusetts
$240K +$233K +4,580 New
AW
2014
Alpha Windward
Massachusetts
$236K -$3.05K -60 -1%
SNB
2015
Security National Bank
Nebraska
$232K – – –
LFG
2016
Larson Financial Group
Missouri
$231K +$225K +4,420 New
VCM
2017
Virtue Capital Management
Tennessee
$230K +$224K +4,400 New
IP
2018
Investment Partners
Ohio
$229K – – –
AWM
2019
Aries Wealth Management
Maine
$229K +$205K +4,020 New
I
2020
INVST
Indiana
$227K +$221K +4,340 New
AWM
2021
AllSquare Wealth Management
New York
$225K – – –
GA
2022
Geller Advisors
New York
$225K – – –
AAM
2023
Auxier Asset Management
Oregon
$225K +$219K +4,300 New
MPM
2024
Meritage Portfolio Management
Kansas
$223K +$2.04K +40 +0.9%
CW
2025
Cobiz Wealth
Colorado
$222K -$83.5K -1,640 -28%
79 80
81
82 83