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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
4176
Inspirion Wealth Advisors
Illinois
$231K +$224K +1,670 New
EPWM
4177
Essex Private Wealth Management
Massachusetts
$230K – – –
CFO
4178
Colony Family Offices
North Carolina
$229K – – –
TWD
4179
True Wealth Design
Ohio
$229K +$69.5K +517 +46%
MCM
4180
MontVue Capital Management
Virginia
$229K +$220K +1,640 New
SCM
4181
Sheridan Capital Management
California
$229K +$220K +1,640 New
RWA
4182
Redmont Wealth Advisors
Illinois
$229K +$220K +1,639 New
MWM
4183
Meritas Wealth Management
California
$228K +$13.4K +100 +7%
JBA
4184
Johnson Bixby & Associates
Washington
$228K – – –
CL
4185
COWA LLC
Oklahoma
$227K +$218K +1,625 New
CTWM
4186
Cherry Tree Wealth Management
Minnesota
$227K -$14.5K -108 -6%
UFA
4187
US Financial Advisors
Massachusetts
$227K – – –
ARIS
4188
Advanced Research Investment Solutions
California
$226K – – –
SF
4189
Safeguard Financial
Wisconsin
$226K +$218K +1,620 New
WN
4190
Williams & Novak
California
$226K +$218K +1,620 New
MWM
4191
MorganRosel Wealth Management
Colorado
$225K -$2.82K -21 -1%
VRM
4192
Vectors Research Management
New York
$224K +$215K +1,600 New
CKAIS
4193
Christensen King & Associates Investment Services
Washington
$224K +$215K +1,601 New
CS
4194
Crescent Sterling
Louisiana
$223K +$214K +1,595 New
NWM
4195
Northcape Wealth Management
New York
$222K – – –
PCM
4196
Poehling Capital Management
Wisconsin
$221K +$4.57K +34 +2%
MWM
4197
MBE Wealth Management
Wisconsin
$221K +$213K +1,584 New
CA
4198
Cumberland Advisors
Florida
$221K – – –
NWA
4199
Navis Wealth Advisors
New York
$221K – – –
FCMT
4200
Founders Capital Management (Texas)
Texas
$219K +$403 +3 +0.2%
166 167
168
169 170