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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Modera Wealth Management
New Jersey
$1.02M +$251K +3,700 +27%
HFA
1977
HC Financial Advisors
California
$1.02M – – –
CMANY
1978
Capital Management Associates (New York)
New York
$1.02M +$474K +7,000 +66%
GWM
1979
Geneos Wealth Management
Colorado
$1.02M +$117K +1,720 +10%
JF
1980
JSF Financial
California
$1.02M +$354K +5,220 +42%
WA
1981
WBH Advisory
Maryland
$1.02M +$88.1K +1,300 +8%
GAMC
1982
Garner Asset Management Corp
Texas
$1.01M -$10.8K -160 -0.9%
CWG
1983
C WorldWide Group
Denmark
$1.01M – – –
PFC
1984
Phocas Financial Corp
California
$1M -$1.15M -16,900 Closed
CCFCSB
1985
Cape Cod Five Cents Savings Bank
Massachusetts
$1M -$20.3K -300 -2%
GDP
1986
Great Diamond Partners
Maine
$1M -$4.07K -60 -0.3%
MWM
1987
Mattern Wealth Management
Kansas
$1M +$65.1K +960 +6%
S
1988
Surevest
California
$1M -$1.39M -20,540 -54%
ACM
1989
Allred Capital Management
Texas
$1M +$270K +3,980 +30%
PPP
1990
Private Portfolio Partners
New Jersey
$993K – – –
V
1991
VeraBank
Texas
$991K -$20.3K -300 -2%
JFA
1992
JNBA Financial Advisors
Minnesota
$990K -$24.4K -360 -2%
MFS
1993
Mirabella Financial Services
United Kingdom
$988K +$1.15M +17,000 New
JCM
1994
Jacobi Capital Management
Pennsylvania
$986K +$66.4K +980 +6%
WA
1995
Wealth Alliance
New York
$982K +$1.15M +16,900 New
SAG
1996
Spotlight Asset Group
Illinois
$980K -$1.35K -20 -0.1%
ADBIC
1997
A.D. Beadell Investment Counsel
Wisconsin
$978K +$651K +9,600 +133%
CAM
1998
Cidel Asset Management
Ontario, Canada
$973K +$55.6K +820 +5%
TA
1999
TFG Advisers
Michigan
$969K -$5.42K -80 -0.5%
OI
2000
Oakbrook Investments
Illinois
$968K -$7.25M -107,000 -87%
78 79
80
81 82