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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
2001
Donald L. Hagan LLC
Florida
$309K – – –
DOA
2002
D'Orazio & Associates
Virginia
$308K -$230K -3,840 -43%
CP
2003
Camelot Portfolios
Ohio
$308K – – –
IC
2004
Intersect Capital
California
$307K – – –
PL
2005
Plancorp LLC
Missouri
$306K +$7.19K +120 +2%
G
2006
GenTrust
Florida
$305K +$307K +5,120 New
CWM
2007
Chesapeake Wealth Management
Virginia
$304K – – –
JWA
2008
JFS Wealth Advisors
Pennsylvania
$301K -$83.9K -1,400 -22%
BCM
2009
BTC Capital Management
Iowa
$301K – – –
MLIC
2010
Mandatum Life Insurance Company
Finland
$301K – – –
FFW
2011
Fusion Family Wealth
New York
$301K +$115K +1,920 +62%
CHP
2012
Cable Hill Partners
Oregon
$299K -$4.79K -80 -2%
AWM
2013
AllSquare Wealth Management
New York
$298K – – –
KBFS
2014
Kohmann Bosshard Financial Services
Ohio
$298K – – –
YMRC
2015
Yorktown Management & Research Company
Virginia
$298K – – –
LIA
2016
LBMC Investment Advisors
Tennessee
$295K +$19.2K +320 +7%
CCB
2017
Cutter & Co Brokerage
Missouri
$295K +$296K +4,940 New
MPM
2018
Meritage Portfolio Management
Kansas
$294K -$334K -5,580 -53%
BST
2019
Bath Savings Trust
Maine
$293K +$7.19K +120 +3%
ACP
2020
Aveo Capital Partners
Colorado
$292K -$25.2K -420 -7%
VCM
2021
Versant Capital Management
Arizona
$292K -$5.99K -100 -2%
SSA
2022
South Street Advisors
New York
$291K – – –
VWM
2023
Venturi Wealth Management
Texas
$290K – – –
TFA
2024
Toth Financial Advisory
Virginia
$289K -$2.4K -40 -0.8%
SHWM
2025
Smith & Howard Wealth Management
Georgia
$289K – – –
79 80
81
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