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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2001
Geneos Wealth Management
Colorado
$2.89M +$723K +6,140 +30%
WPC
2002
Wedmont Private Capital
Pennsylvania
$2.89M +$692K +5,880 +29%
CAC
2003
Certified Advisory Corp
Florida
$2.88M +$35.3K +300 +1%
AWA
2004
Arete Wealth Advisors
Illinois
$2.87M -$203K -1,720 -6%
LC
2005
LCNB Corp
Ohio
$2.87M +$58.9K +500 +2%
EIP
2006
Ellis Investment Partners
Pennsylvania
$2.87M -$252K -2,140 -8%
FUBT
2007
First United Bank & Trust
Maryland
$2.87M +$75.3K +640 +2%
PWS
2008
Precision Wealth Strategies
Missouri
$2.86M +$1.09M +9,300 +57%
VWM
2009
Vigilare Wealth Management
Arizona
$2.86M -$125K -1,060 -4%
GI
2010
Gradient Investments
Minnesota
$2.86M +$153K +1,300 +5%
AP
2011
Adero Partners
California
$2.86M +$193K +1,640 +7%
PHM
2012
Prospect Hill Management
New Jersey
$2.85M -$130K -1,100 -4%
BI
2013
Beecher Investors
Connecticut
$2.85M – – –
HCA
2014
Harbour Capital Advisors
Virginia
$2.85M +$23.5K +200 +0.8%
SVWAG
2015
Sound View Wealth Advisors Group
Georgia
$2.84M +$137K +1,160 +5%
CCM
2016
Compton Capital Management
Rhode Island
$2.84M -$5.57M -47,320 -64%
BEI
2017
Benjamin Edwards Inc
Missouri
$2.84M +$565K +4,800 +23%
NFAM
2018
North Fourth Asset Management
New Jersey
$2.83M -$3.3M -28,000 -52%
AG
2019
Algert Global
California
$2.83M -$162K -1,380 -5%
EA
2020
Emerald Advisers
Pennsylvania
$2.83M -$77.7K -660 -2%
MMC
2021
Mizuho Markets Cayman
Cayman Islands
$2.82M +$692K +5,880 +29%
IF
2022
Intrua Financial
Texas
$2.82M -$106K -900 -3%
PA
2023
PFG Advisors
Arizona
$2.81M +$49.4K +420 +2%
DBIA
2024
Dumont & Blake Investment Advisors
New Jersey
$2.81M +$2.35K +20 +0.1%
AFA
2025
Arlington Financial Advisors
California
$2.81M +$68.3K +580 +2%
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