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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2001
Castleark Management
Illinois
$42K -$151K -3,600 -78%
TIM
2002
Tortoise Investment Management
New York
$42K -$10.1K -240 -19%
AWMS
2003
Advocacy Wealth Management Services
Georgia
$42K -$7.57K -180 -16%
KIG
2004
Kessler Investment Group
Indiana
$42K – – –
HCC
2005
Hirtle Callaghan & Co
Pennsylvania
$42K +$42K +1,000 New
BG
2006
Bollard Group
Massachusetts
$38K – – –
MSFP
2007
Mark Sheptoff Financial Planning
Connecticut
$38K +$10.9K +260 +39%
CAL
2008
Capital Advisors Ltd
Ohio
$34K – – –
CPA
2009
Cowen Prime Advisors
New York
$34K – – –
SAC
2010
Smith Affiliated Capital
New York
$33.9K – – –
BIG
2011
Bellwether Investment Group
Tennessee
$31K -$14.3K -340 -31%
PK
2012
Pflug Koory
Nebraska
$31K +$14.3K +340 +89%
FPB
2013
First PREMIER Bank
South Dakota
$30K +$12.6K +300 +75%
CFS
2014
Commonwealth Financial Services
West Virginia
$30K +$29.4K +700 New
MWM
2015
MinichMacGregor Wealth Management
New York
$29K -$58.9K -1,400 -67%
RBC
2016
Roble Belko & Company
Pennsylvania
$29K – – –
HCM
2017
Highlander Capital Management
New Jersey
$25K – – –
JIR
2018
James Investment Research
Ohio
$25K +$25.2K +600 New
PS
2019
Portfolio Solutions
Michigan
$25K +$25.2K +600 New
RWG
2020
Regal Wealth Group
California
$24K – – –
WCM
2021
Wealthcare Capital Management
Virginia
$24K – – –
IF
2022
Ironwood Financial
Arizona
$23K – – –
NSB
2023
Norway Savings Bank
Maine
$23K – – –
NYLT
2024
New York Life Trust
New York
$21K -$275K -6,540 -93%
LWA
2025
Lowe Wealth Advisors
Maryland
$20K – – –
79 80
81
82 83