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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3026
Accurate Wealth Management
Florida
$757K +$104K +720 +16%
AIFAIM
3027
American Institute for Advanced Investment Management
Arizona
$756K – – –
NC
3028
NinePointTwo Capital
California
$756K – – –
PWP
3029
Pursue Wealth Partners
California
$756K +$752K +5,220 New
TFA
3030
Triad Financial Advisors
North Carolina
$756K +$752K +5,220 New
ACM
3031
Ategra Capital Management
Virginia
$753K – – –
OC
3032
Oppenheimer & Close
New York
$753K -$101K -700 -12%
HA
3033
Herold Advisors
New York
$753K +$57.6K +400 +8%
MPW
3034
MA Private Wealth
California
$750K – – –
TNB
3035
Thomasville National Bank
Georgia
$750K +$28.8K +200 +4%
CIA
3036
Compass Ion Advisors
Pennsylvania
$750K +$43.2K +300 +6%
FEM
3037
Fulcrum Equity Management
Texas
$747K -$23K -160 -3%
VT
3038
Vise Technologies
New York
$745K +$740K +5,140 New
SQA
3039
Simon Quick Advisors
New Jersey
$742K -$766K -5,320 -51%
GCM
3040
Galibier Capital Management
Ontario, Canada
$739K – – –
NWM
3041
NEIRG Wealth Management
Massachusetts
$739K +$735K +5,100 New
CRWM
3042
Castle Rock Wealth Management
California
$733K +$8.64K +60 +1%
IP
3043
Ignite Planners
California
$731K +$772K +5,360 New
FP
3044
Fiduciary Planning
Florida
$730K -$25.9K -180 -3%
FC
3045
Fusion Capital
South Carolina
$730K +$2.88K +20 +0.4%
MFG
3046
Monte Financial Group
Connecticut
$727K +$723K +5,020 New
WH
3047
Willner & Heller
California
$727K +$784K +5,440 New
DIA
3048
Davidson Investment Advisors
Montana
$724K -$158K -1,100 -18%
DAM
3049
Delta Asset Management
Tennessee
$724K -$8.64K -60 -1%
NIM
3050
Needham Investment Management
New York
$724K – – –
120 121
122
123 124