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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
3076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$717K +$19K +140 +2%
LWM
3077
Liberty Wealth Management
California
$717K +$73.3K +540 +12%
VFIC
3078
Valley Forge Investment Consultants
Pennsylvania
$715K +$421K +3,100 +152%
UAM
3079
UAS Asset Management
New York
$712K -$15.6M -114,700 -96%
SC
3080
Sonen Capital
California
$712K -$386K -2,840 -36%
JGC
3081
J. Goldman & Co
New York
$712K +$695K +5,120 New
TI
3082
tru Independence
Oregon
$711K +$40.7K +300 +6%
KCFA
3083
Key Client Fiduciary Advisors
New Jersey
$709K +$329K +2,420 +90%
TPWM
3084
Twelve Points Wealth Management
Massachusetts
$706K -$59.8K -440 -8%
P
3085
&Partners
Tennessee
$706K +$48.9K +360 +8%
RW
3086
RVW Wealth
California
$704K +$141K +1,040 +26%
PGA
3087
Portland Global Advisors
Maine
$701K -$48.9K -360 -7%
SL
3088
Salomon & Ludwin
Virginia
$701K +$8.15K +60 +1%
C
3089
CEDRUS
Colorado
$698K +$32.6K +240 +5%
TFO
3090
Tarbox Family Office
California
$698K -$945K -6,960 -58%
FBT
3091
First Bankers Trust
Kentucky
$698K +$43.5K +320 +7%
NWM
3092
NEIRG Wealth Management
Massachusetts
$695K -$13.6K -100 -2%
NIM
3093
Needham Investment Management
New York
$695K – – –
F4L
3094
Fortune 45 LLC
Louisiana
$695K +$67.9K +500 +11%
RDFA
3095
Ritter Daniher Financial Advisory
Ohio
$693K – – –
UL
3096
Unionview LLC
Washington
$690K -$54.3K -400 -7%
ACM
3097
AUA Capital Management
Pennsylvania
$690K – – –
SAF
3098
Smith Anglin Financial
Texas
$690K +$13.6K +100 +2%
CIC
3099
Cutler Investment Counsel
Oregon
$690K +$35.3K +260 +6%
CG
3100
Corundum Group
Colorado
$690K +$136K +1,000 +25%
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