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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
2001
Citizens Business Bank
California
$11M +$69.4K +243 +0.7%
HFM
2002
Hartford Funds Management
Pennsylvania
$11M +$2.43M +8,506 +32%
CF
2003
CNA Financial
Illinois
$11M -$2.86M -10,000 -22%
KIM
2004
Kurv Investment Management
California
$11M +$10M +34,994 New
AWM
2005
Accurate Wealth Management
Florida
$11M +$495K +1,731 +5%
AA
2006
Advisory Alpha
Michigan
$10.9M +$1.04M +3,645 +12%
HHAA
2007
Henry H. Armstrong Associates
Pennsylvania
$10.8M -$214K -750 -2%
BCM
2008
Buckhead Capital Management
Georgia
$10.8M +$525K +1,837 +6%
HBWM
2009
Hollow Brook Wealth Management
New York
$10.8M -$869K -3,042 -8%
OWP
2010
Obermeyer Wealth Partners
Colorado
$10.8M -$811K -2,839 -8%
LFA
2011
Legacy Financial Advisors
Kentucky
$10.8M +$138K +483 +1%
AA
2012
Altman Advisors
Illinois
$10.8M -$260K -911 -3%
JWA
2013
JFS Wealth Advisors
Pennsylvania
$10.7M +$1.06M +3,709 +12%
NCGI
2014
Next Century Growth Investors
Minnesota
$10.7M -$1.4M -4,916 -13%
RMAM
2015
Raab & Moskowitz Asset Management
New Jersey
$10.7M -$125K -438 -1%
GWMIA
2016
Global Wealth Management Investment Advisory
Florida
$10.7M +$129K +450 +1%
BG
2017
Bollard Group
Massachusetts
$10.7M +$1.07M +3,744 +12%
OFA
2018
Oak Family Advisors
Illinois
$10.7M -$167K -584 -2%
NC
2019
Naman Capital
Brazil
$10.7M – – –
CPCM
2020
Cardinal Point Capital Management
Ontario, Canada
$10.7M +$232K +812 +2%
RCM
2021
RB Capital Management
Nevada
$10.7M -$336K -1,177 -3%
BFPW
2022
BOK Financial Private Wealth
Colorado
$10.7M -$118K -413 -1%
SI
2023
Shaker Investments
Ohio
$10.6M -$49.4K -173 -0.5%
EWM
2024
Evermay Wealth Management
Virginia
$10.6M -$290K -1,014 -3%
MTWSIF
2025
Mivtachim The Workers Social Insurance Fund
Israel
$10.6M +$9.69M +33,900 New
79 80
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