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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2001
Valley National Advisers
Pennsylvania
$12M +$1.19M +3,319 +11%
CCC
2002
Chelsea Counsel Company
California
$12M -$249K -693 -2%
MI
2003
Markowski Investments
Florida
$11.9M +$12M +33,347 New
CA
2004
Claro Advisors
Massachusetts
$11.9M +$67K +186 +0.6%
SOS
2005
Silver Oak Securities
Tennessee
$11.9M +$187K +520 +2%
LM
2006
Lincluden Management
Ontario, Canada
$11.9M +$5.04K +14 +0%
AMAL
2007
Asset Management Advisors LLC
Oklahoma
$11.9M +$10.1K +28 +0.1%
RZH
2008
Relyea Zuckerberg Hanson
Connecticut
$11.9M +$1.65M +4,597 +16%
QWM
2009
Quadcap Wealth Management
Texas
$11.9M +$1.1M +3,065 +10%
AA
2010
Altman Advisors
Illinois
$11.9M -$212K -590 -2%
NA
2011
N10 Assets
Connecticut
$11.9M +$11.9M +33,184 New
MA
2012
MCF Advisors
Kentucky
$11.8M +$455K +1,265 +4%
VIM
2013
VELA Investment Management
Ohio
$11.8M -$1.31M -3,648 -10%
SIC
2014
Sigma Investment Counselors
Michigan
$11.8M -$1.03M -2,848 -8%
PWS
2015
Proactive Wealth Strategies
Georgia
$11.8M +$133K +369 +1%
AF
2016
Atala Financial
California
$11.8M +$37.1K +103 +0.3%
LFP
2017
Leeward Financial Partners
Washington
$11.8M -$185K -513 -2%
AA
2018
Armis Advisers
Georgia
$11.7M +$455K +1,264 +4%
SGI
2019
Summit Global Investments
Utah
$11.7M -$4.83M -13,428 -29%
AWM
2020
Aries Wealth Management
Maine
$11.7M -$1.08K -3 -0%
RFA
2021
ROI Financial Advisors
Oregon
$11.7M -$519K -1,442 -4%
RBC
2022
Romano Brothers & Co
Illinois
$11.7M -$182K -505 -2%
PWPS
2023
Pinnacle Wealth Planning Services
Ohio
$11.7M +$333K +926 +3%
FFO
2024
Fiduciary Family Office
Florida
$11.7M -$414K -1,150 -3%
CWP
2025
Concord Wealth Partners
Virginia
$11.6M +$698K +1,940 +6%
79 80
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82 83