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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
2501
ERn Financial LLC
Wisconsin
$343K +$330K +5,120 New
TCM
2502
Towercrest Capital Management
Pennsylvania
$342K +$16.8K +260 +5%
APW
2503
Aurora Private Wealth
New Jersey
$342K +$329K +5,100 New
FC
2504
Fusion Capital
South Carolina
$342K +$329K +5,100 New
PBC
2505
Pavion Blue Capital
California
$340K +$328K +5,080 New
W
2506
Wealthquest
Ohio
$336K – – –
DAM
2507
Delta Asset Management
Tennessee
$335K -$15.5K -240 -5%
KBFS
2508
Kohmann Bosshard Financial Services
Ohio
$335K – – –
BWCS
2509
Beirne Wealth Consulting Services
Connecticut
$332K +$74.8K +1,160 +31%
JWM
2510
JGP Wealth Management
Oregon
$331K -$3.87K -60 -1%
SNB
2511
Security National Bank
Nebraska
$331K – – –
BMC
2512
Benin Management Corp
Connecticut
$330K – – –
FC
2513
Financial Consulate
Maryland
$329K – – –
AP
2514
Americana Partners
Texas
$329K +$317K +4,920 New
CFA
2515
CWS Financial Advisors
Michigan
$328K +$316K +4,900 New
WOC
2516
West Oak Capital
California
$327K – – –
MFW
2517
Mosaic Family Wealth
Missouri
$325K -$139K -2,160 -31%
TA
2518
Trellis Advisors
Washington
$324K -$9.03K -140 -3%
LB
2519
Legacy Bridge
Iowa
$324K +$27.1K +420 +10%
LL
2520
LPWM LLC
Minnesota
$324K +$312K +4,840 New
CCM
2521
Colorado Capital Management
Colorado
$323K – – –
SAMC
2522
Spectrum Asset Management (California)
California
$319K -$3.87K -60 -1%
WAAG
2523
Wealth Alliance Advisory Group
Kansas
$319K – – –
MPPLM
2524
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$319K +$3.87K +60 +1%
DSA
2525
Droms Strauss Advisors
Missouri
$319K +$307K +4,760 New
99 100
101
102 103