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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cedar Wealth Management
California
$113K -$2.85K -60 -3%
PCFFS
2002
Pacific Center for Financial Services
California
$107K – – –
PR
2003
Payden & Rygel
California
$97K – – –
SC
2004
Steginsky Capital
New York
$97K +$94.9K +2,000 New
PFGIA
2005
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$13.3K +280 +17%
ABA
2006
American Beacon Advisors
Texas
$93K – – –
RFM
2007
Royal Fund Management
Florida
$86K – – –
HWP
2008
Hefty Wealth Partners
Indiana
$84K – – –
AC
2009
Alexandria Capital
Virginia
$78K -$5.69K -120 -7%
TWMP
2010
Taylor Wealth Management Partners
Massachusetts
$78K – – –
SAM
2011
Shamrock Asset Management
Texas
$74K -$26.6K -560 -27%
AA
2012
AlphaMark Advisors
Kentucky
$74K – – –
NC
2013
NewSquare Capital
Pennsylvania
$72K – – –
CIA
2014
Cascade Investment Advisors
Oregon
$67.2K – – –
BC
2015
Barnett & Company
Tennessee
$65K – – –
CFG
2016
CKW Financial Group
Hawaii
$59K – – –
MIC
2017
MU Investments Company
Japan
$58K -$19K -400 -25%
MIHAS
2018
Maj Invest Holding A/S
Denmark
$56K -$120K -2,540 -69%
ACM
2019
Armbruster Capital Management
New York
$54K – – –
CFA
2020
Camarda Financial Advisors
Florida
$51K -$949 -20 -2%
CM
2021
Castleark Management
Illinois
$49K – – –
TIM
2022
Tortoise Investment Management
New York
$49K – – –
HL
2023
Harding Loevner
New Jersey
$44K -$490M -10,333,780 -100%
BG
2024
Bollard Group
Massachusetts
$44K – – –
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
79 80
81
82 83