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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
2001
Portside Wealth Group
Utah
$4.33M -$95.4K -710 -2%
SFP
2002
Shepherd Financial Partners
Massachusetts
$4.3M +$291K +2,165 +8%
ZIMP
2003
Zimmermann Investment Management & Planning
Pennsylvania
$4.3M +$91.1K +678 +2%
FSA
2004
Financial Security Advisor
Virginia
$4.3M +$165K +1,229 +4%
PCM
2005
PAR Capital Management
Massachusetts
$4.3M +$537K +4,000 +15%
HAS
2006
HBW Advisory Services
California
$4.29M -$46K -342 -1%
LAIC
2007
Lederer & Associates Investment Counsel
California
$4.29M -$76.4K -569 -2%
BC
2008
Broadwater Capital
Massachusetts
$4.28M +$4.12M +30,660 New
DWM
2009
Dorchester Wealth Management
Quebec, Canada
$4.27M -$61.8K -460 -1%
CA
2010
Corrado Advisors
New Jersey
$4.27M -$198K -1,470 -5%
FFO
2011
Fiduciary Family Office
Florida
$4.27M +$4.1M +30,544 New
HFM
2012
Hartford Funds Management
Pennsylvania
$4.26M +$674K +5,017 +20%
CWM
2013
Chemistry Wealth Management
New York
$4.23M +$25.9K +193 +0.6%
SF
2014
Symphony Financial
Texas
$4.22M +$3.77M +28,066 +1,586%
CT
2015
Chicago Trust
Illinois
$4.22M -$195K -1,450 -5%
BMWM
2016
Brown Miller Wealth Management
Virginia
$4.22M +$166K +1,232 +4%
PCG
2017
Prosperity Consulting Group
Maryland
$4.21M +$556K +4,135 +16%
NSB
2018
Norway Savings Bank
Maine
$4.21M +$168K +1,250 +4%
CCA
2019
Covey Capital Advisors
Georgia
$4.21M – – –
QC
2020
Quent Capital
New York
$4.2M +$242K +1,800 +6%
CWM
2021
Chesapeake Wealth Management
Virginia
$4.19M -$33.6K -250 -0.8%
KM
2022
KP Management
Minnesota
$4.19M +$4.03M +30,000 New
RAM
2023
RedJay Asset Management
Ontario, Canada
$4.19M +$4.03M +30,000 New
LCC
2024
Lincoln Capital Corp
Rhode Island
$4.19M -$77.5K -577 -2%
CA
2025
Centerpoint Advisors
Massachusetts
$4.18M -$438K -3,262 -10%
79 80
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