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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHFP
5001
Blom & Howell Financial Planning
California
$500K +$457K +1,598 New
HBS
5002
Howard Bailey Securities
Indiana
$499K -$70.3K -246 -13%
KW
5003
KWB Wealth
California
$498K -$134K -470 -23%
LWMNY
5004
Landmark Wealth Management (New York)
New York
$497K -$38.6K -135 -8%
FCMT
5005
Founders Capital Management (Texas)
Texas
$496K – – –
PFGWM
5006
Price Financial Group Wealth Management
Oregon
$495K +$433K +1,515 New
CA
5007
Cumberland Advisors
Florida
$495K -$257K -900 -36%
YWM
5008
Yoder Wealth Management
California
$495K -$21.4K -75 -5%
GSF
5009
Grove Street Fiduciary
New Hampshire
$495K – – –
OPF
5010
Old Peak Finance
North Carolina
$495K +$451K +1,580 New
SFM
5011
Stack Financial Management
Montana
$495K +$451K +1,580 New
ZWA
5012
Zinnia Wealth Advisory
Florida
$493K +$450K +1,576 New
AFS
5013
AFG Fiduciary Services
Massachusetts
$493K +$216K +756 +92%
KRW
5014
Kaufman Rossin Wealth
Florida
$493K +$8.57K +30 +2%
MWM
5015
Meritas Wealth Management
California
$492K – – –
WMWM
5016
Whitaker-Myers Wealth Managers
Ohio
$492K -$73.1K -256 -14%
CIM
5017
Contravisory Investment Management
Massachusetts
$492K – – –
FA
5018
FF Advisors
California
$491K – – –
CL
5019
COWA LLC
Oklahoma
$491K -$154K -540 -26%
SWM
5020
Salvus Wealth Management
New Jersey
$490K +$58.6K +205 +15%
SA
5021
Sunesis Advisors
Kansas
$488K – – –
MRP
5022
Measured Risk Portfolios
California
$488K +$6.86K +24 +2%
CFIA
5023
Cantor Fitzgerald Investment Advisors
New York
$487K – – –
ACM
5024
Anfield Capital Management
California
$487K +$40K +140 +10%
GL
5025
Gerber LLC
Ohio
$486K -$15.7K -55 -3%
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