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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4776
Montgomery Investment Management
Maryland
$246K – – –
PWM
4777
Provident Wealth Management
Tennessee
$246K +$69.8K +399 +44%
AI
4778
Auour Investments
Massachusetts
$245K – – –
MIM
4779
Macroview Investment Management
Maryland
$245K +$9.1K +52 +4%
DA
4780
Doliver Advisors
Texas
$245K -$1.4K -8 -0.6%
AAS
4781
AdviceOne Advisory Services
Connecticut
$244K +$225K +1,288 New
O3W
4782
Omni 360 Wealth
New Jersey
$244K -$289K -1,653 -56%
XPN
4783
XY Planning Network
Montana
$243K +$225K +1,285 New
WAM
4784
WFA Asset Management
Wisconsin
$243K +$175 +1 +0.1%
AFTS
4785
American Financial & Tax Strategies
New York
$242K – – –
PFC
4786
Poplar Forest Capital
California
$242K – – –
HF
4787
Holcombe Financial
Georgia
$242K +$224K +1,280 New
BW
4788
Basepoint Wealth
Iowa
$242K +$1.75K +10 +0.8%
DF
4789
DecisionPoint Financial
Arizona
$240K -$36.7K -210 -14%
WWM
4790
WJ Wealth Management
Arizona
$240K – – –
BCM
4791
Beck Capital Management
Texas
$240K +$175 +1 +0.1%
CFGF
4792
Compass Financial Group (Florida)
Florida
$239K – – –
NWM
4793
NRI Wealth Management
California
$239K +$220K +1,260 New
CPCP
4794
Cedar Point Capital Partners
Iowa
$237K +$219K +1,251 New
BSG
4795
Black Swift Group
Colorado
$237K – – –
WCP
4796
Wealthcare Capital Partners
Pennsylvania
$235K +$217K +1,243 New
AWA
4797
Alaska Wealth Advisors
Alaska
$235K – – –
IWP
4798
Insight Wealth Partners
Texas
$235K +$217K +1,240 New
WCM
4799
Windsor Capital Management
Arizona
$235K +$217K +1,239 New
HPFG
4800
Hart & Patterson Financial Group
Massachusetts
$234K -$14K -80 -6%
190 191
192
193 194