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Alphabet (Google) Class C
GOOG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2001
Marietta Investment Partners
Wisconsin
$1M +$140K +1,660 +17%
GLA
2002
Good Life Advisors
Pennsylvania
$1M -$48.9K -580 -5%
WWM
2003
Windsor Wealth Management
Indiana
$1M -$40.5K -480 -4%
GWM
2004
Greenhouse Wealth Management
Connecticut
$1M +$963K +11,420 New
PJB
2005
Paul John Balson
California
$997K – – –
BSA
2006
Bull Street Advisors
Georgia
$993K +$6.75K +80 +0.7%
BWP
2007
BSW Wealth Partners
Colorado
$993K +$108K +1,280 +13%
MWM
2008
Minot Wealth Management
Massachusetts
$990K -$5.06K -60 -0.5%
MMG
2009
Monetary Management Group
Missouri
$990K +$130K +1,540 +16%
CPSC
2010
Carl P. Sherr & Co
Massachusetts
$988K -$15.2K -180 -2%
FMTC
2011
Farmers & Merchants Trust Company
California
$985K +$20.2K +240 +2%
CI
2012
Clal Insurance
Israel
$982K -$7.59M -90,000 -88%
WP
2013
WealthShield Partners
North Carolina
$981K +$123K +1,460 +15%
MC
2014
Mathes Company
New York
$979K -$33.7K -400 -3%
GFS
2015
GYL Financial Synergies
Connecticut
$979K +$27K +320 +3%
EWM
2016
Elite Wealth Management
Washington
$978K -$388K -4,600 -29%
NAS
2017
Nicolet Advisory Services
Wisconsin
$964K +$6.75K +80 +0.7%
FNT
2018
First National Trust
Pennsylvania
$961K +$8.44K +100 +0.9%
WA
2019
Wealth Architects
California
$958K -$1.69K -20 -0.2%
CB
2020
Cadence Bank
Mississippi
$958K +$923K +10,940 New
OFW
2021
Omnia Family Wealth
Florida
$957K – – –
APW
2022
Aurora Private Wealth
New Jersey
$956K +$10.1K +120 +1%
CAM
2023
Cidel Asset Management
Ontario, Canada
$955K +$1.69K +20 +0.2%
RC
2024
Ronit Capital
United Kingdom
$955K +$920K +10,900 New
MF
2025
Montis Financial
Massachusetts
$954K +$879K +10,420 New
79 80
81
82 83