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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
4401
PFG Private Wealth Management
Florida
$197K – – –
CS
4402
CapitalatWork SA
$196K – – –
PP
4403
PFS Partners
New Jersey
$193K -$36.9K -220 -16%
GCM
4404
GoodHaven Capital Management
New Jersey
$190K – – –
EFP
4405
EnRich Financial Partners
Wisconsin
$189K -$6.71K -40 -3%
TWD
4406
True Wealth Design
Ohio
$186K -$1.01M -6,035 -84%
HWM
4407
HighMark Wealth Management
Minnesota
$184K -$23.3K -139 -11%
SG
4408
Strid Group
Pennsylvania
$180K +$183K +1,088 New
JAM
4409
JCIC Asset Management
Ontario, Canada
$179K – – –
NC
4410
NewSquare Capital
Pennsylvania
$177K +$73.8K +440 +70%
RBC
4411
Roble Belko & Company
Pennsylvania
$174K – – –
AFS
4412
Annapolis Financial Services
Maryland
$170K +$3.86K +23 +2%
LFA
4413
LGT Financial Advisors
Texas
$168K -$41.1K -245 -19%
DPW
4414
DiNuzzo Private Wealth
Pennsylvania
$168K -$1.01K -6 -0.6%
MSFP
4415
Mark Sheptoff Financial Planning
Connecticut
$164K -$27.7K -165 -14%
PS
4416
Planned Solutions
California
$162K +$164K +979 New
LD
4417
Lipe & Dalton
New York
$162K – – –
VWA
4418
Valued Wealth Advisors
Utah
$160K -$23.5K -140 -13%
GC
4419
Globeflex Capital
California
$156K – – –
FAM
4420
Family Asset Management
South Carolina
$155K -$168 -1 -0.1%
LIS
4421
Legacy Investment Solutions
Idaho
$154K +$145K +862 New
LWMI
4422
Legacy Wealth Management (Idaho)
Idaho
$154K +$145K +862 New
AWA
4423
Authentikos Wealth Advisory
California
$151K -$869K -5,183 -85%
GC
4424
Gould Capital
Washington
$150K – – –
PWM
4425
Provident Wealth Management
Tennessee
$149K +$25K +149 +20%
175 176
177
178 179