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Alphabet (Google) Class A

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1951
Gerber Kawasaki Wealth & Investment Management
California
$686K +$33.5K +620 +5%
OWA
1952
Outlook Wealth Advisors
Texas
$682K +$703K +13,000 New
GCC
1953
Guardian Capital (Canada)
Ontario, Canada
$679K +$443K +8,200 +171%
GIA
1954
Gladstone Institutional Advisory
Florida
$679K +$703K +13,000 New
FUBT
1955
First United Bank & Trust
Maryland
$678K +$701K +12,980 New
SIM
1956
Sterling Investment Management
Arizona
$677K -$189K -3,500 -21%
BO
1957
BRR OpCo
Ohio
$677K +$69.2K +1,280 +11%
EWM
1958
Empirical Wealth Management
Washington
$677K +$77.8K +1,440 +13%
CBFP
1959
Cedar Brook Financial Partners
Ohio
$677K +$700K +12,960 New
IA
1960
Independence Advisors
Pennsylvania
$676K -$6.49K -120 -0.9%
CC
1961
Capital Counsel
New York
$673K
BCA
1962
Berman Capital Advisors
Georgia
$670K -$266K -4,920 -28%
AMCA
1963
Arthur M. Cohen & Associates
Illinois
$670K
FP
1964
Foundry Partners
Minnesota
$669K -$108K -2,000 -14%
CFMC
1965
Curbstone Financial Management Corp
New Hampshire
$669K -$64.8K -1,200 -9%
HPCM
1966
High Pointe Capital Management
Illinois
$669K -$32.4K -600 -4%
NA
1967
Nottingham Advisors
New York
$668K
SFA
1968
Stewardship Financial Advisors
Georgia
$665K +$3.24K +60 +0.5%
BC
1969
Blueport Capital
Texas
$664K +$99.4K +1,840 +17%
OWP
1970
Obermeyer Wealth Partners
Colorado
$663K +$4.32K +80 +0.6%
RWM
1971
Ritholtz Wealth Management
New York
$663K +$164K +3,040 +32%
WA
1972
Wealth Architects
California
$660K -$115K -2,120 -14%
GWS
1973
Glassman Wealth Services
Virginia
$659K +$3.24K +60 +0.5%
BPA
1974
Beacon Pointe Advisors
California
$655K +$679K +12,560 New
HHGA
1975
Halbert Hargrove Global Advisors
California
$653K +$57.3K +1,060 +9%