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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2001
American Investment Services
Massachusetts
$3.77M -$42K -325 -1%
TPM
2002
Triasima Portfolio Management
Quebec, Canada
$3.76M +$3.72M +28,770 New
EWM
2003
Evergreen Wealth Management
Michigan
$3.76M +$46.6K +360 +1%
QPW
2004
Quantum Private Wealth
Florida
$3.76M – – –
AIC
2005
Argus Investors Counsel
New York
$3.76M +$11.8K +91 +0.3%
DAM
2006
Doheny Asset Management
California
$3.75M -$103K -800 -3%
SFP
2007
Shepherd Financial Partners
Massachusetts
$3.75M +$435K +3,363 +13%
CCB
2008
Country Club Bank
Missouri
$3.74M -$5.04K -39 -0.1%
BCM
2009
Buckhead Capital Management
Georgia
$3.74M -$116K -895 -3%
CCA
2010
Childress Capital Advisors
Texas
$3.74M +$2.34M +18,099 +173%
AP
2011
Adero Partners
California
$3.73M +$161K +1,248 +5%
CIA
2012
Cohen Investment Advisors
New Hampshire
$3.73M -$230K -1,777 -6%
PIM
2013
Progressive Investment Management
Oregon
$3.72M -$181K -1,396 -5%
MPI
2014
Mairs & Power Inc
Minnesota
$3.72M -$327K -2,530 -8%
NCM
2015
Noesis Capital Mangement
Florida
$3.72M -$80.2K -620 -2%
APGDR
2016
Absoluto Partners Gestao de Recursos
Brazil
$3.71M +$1.17M +9,016 +47%
AR
2017
Advisory Research
Illinois
$3.71M -$565K -4,368 -13%
ABLA
2018
Alan B. Lancz & Associates
Ohio
$3.71M -$32.3K -250 -0.9%
WPC
2019
White Pine Capital
Minnesota
$3.71M -$302K -2,337 -8%
QC
2020
Quent Capital
New York
$3.7M +$251K +1,944 +7%
CPRC
2021
Consolidated Portfolio Review Corp
New York
$3.7M +$67.4K +521 +2%
TCWM
2022
Total Clarity Wealth Management
Illinois
$3.7M +$292K +2,255 +9%
WW
2023
Waterfront Wealth
Kansas
$3.7M +$68.3K +528 +2%
APP
2024
Avantax Planning Partners
Iowa
$3.69M -$630K -4,871 -15%
FCA
2025
FLC Capital Advisors
California
$3.69M -$76.3K -590 -2%
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