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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2001
Capital Advisors Wealth Management
Washington
$12.2M -$382K -1,060 -3%
WA1
2002
Wimmer Associates 1
California
$12.1M -$561K -1,558 -4%
RGC
2003
Roberts, Glore & Co
Illinois
$12.1M -$267K -742 -2%
CIAM
2004
Caitong International Asset Management
Hong Kong
$12.1M +$10.4M +29,018 +595%
WPW
2005
Waldron Private Wealth
Pennsylvania
$12.1M -$53.6K -149 -0.4%
T
2006
TOBAM
France
$12.1M -$2.16M -5,991 -15%
OWP
2007
Obermeyer Wealth Partners
Colorado
$12.1M -$270K -749 -2%
CISOA
2008
Capital Investment Services of America
Wisconsin
$12.1M -$340K -945 -3%
CI
2009
Ceera Investments
Texas
$12.1M -$330K -917 -3%
CBB
2010
Citizens Business Bank
California
$12M -$262K -727 -2%
JHU
2011
Johns Hopkins University
Maryland
$12M +$12.1M +33,634 New
VNA
2012
Valley National Advisers
Pennsylvania
$12M +$1.19M +3,319 +11%
CCC
2013
Chelsea Counsel Company
California
$12M -$249K -693 -2%
MI
2014
Markowski Investments
Florida
$11.9M +$12M +33,347 New
CA
2015
Claro Advisors
Massachusetts
$11.9M +$67K +186 +0.6%
SOS
2016
Silver Oak Securities
Tennessee
$11.9M +$187K +520 +2%
LM
2017
Lincluden Management
Ontario, Canada
$11.9M +$5.04K +14 +0%
AMAL
2018
Asset Management Advisors LLC
Oklahoma
$11.9M +$10.1K +28 +0.1%
RZH
2019
Relyea Zuckerberg Hanson
Connecticut
$11.9M +$1.65M +4,597 +16%
QWM
2020
Quadcap Wealth Management
Texas
$11.9M +$1.1M +3,065 +10%
AA
2021
Altman Advisors
Illinois
$11.9M -$212K -590 -2%
NA
2022
N10 Assets
Connecticut
$11.9M +$11.9M +33,184 New
MA
2023
MCF Advisors
Kentucky
$11.8M +$455K +1,265 +4%
VIM
2024
VELA Investment Management
Ohio
$11.8M -$1.31M -3,648 -10%
SIC
2025
Sigma Investment Counselors
Michigan
$11.8M -$1.03M -2,848 -8%
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