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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
4001
Karpas Strategies
Connecticut
$318K – – –
HWM
4002
Horizons Wealth Management
North Carolina
$317K – – –
AW
4003
Avion Wealth
Texas
$317K -$4.57K -34 -1%
MGAM
4004
McGowan Group Asset Management
Texas
$317K +$9.81K +73 +3%
JFG
4005
JDM Financial Group
Texas
$316K – – –
VW
4006
Vance Wealth
California
$315K -$78.3K -583 -21%
DIM
4007
DLK Investment Management
California
$315K +$303K +2,254 New
GRA
4008
Golden Road Advisors
Florida
$315K +$303K +2,254 New
MAM
4009
Marotta Asset Management
Virginia
$314K -$20.2K -150 -6%
WMWM
4010
Whitaker-Myers Wealth Managers
Ohio
$314K +$302K +2,245 New
SWM
4011
Shakespeare Wealth Management
Wisconsin
$313K – – –
VCP
4012
Vista Capital Partners
Oregon
$313K +$30.8K +229 +11%
CWM
4013
CCG Wealth Management
California
$311K -$106K -786 -26%
CCM
4014
Chiron Capital Management
Florida
$311K -$13.4K -100 -4%
PFA
4015
Petra Financial Advisors
Colorado
$310K +$18.8K +140 +7%
CF
4016
Convergence Financial
Missouri
$310K +$3.36K +25 +1%
SR
4017
Syntax Research
Florida
$310K -$8.06K -60 -3%
DSN
4018
D. Scott Neal
Kentucky
$310K -$2.69K -20 -0.9%
HC
4019
Hamilton Capital
Ohio
$310K +$44.9K +334 +18%
RJTCONH
4020
Raymond James Trust Company of New Hampshire
New Hampshire
$308K -$47.7K -355 -14%
RWM
4021
Ruedi Wealth Management
Illinois
$307K – – –
HI
4022
Harper Investing
California
$307K +$6.45K +48 +2%
GL
4023
Gerber LLC
Ohio
$307K +$295K +2,197 New
MHR
4024
Matthew Hamilton Rosenberg
$306K -$2.69K -20 -0.9%
WWM
4025
Waterway Wealth Management
Texas
$306K +$294K +2,190 New
159 160
161
162 163