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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2001
Kassira Wealth Management
Tennessee
$10.1M -$20.7K -66 -0.2%
IPAM
2002
ICICI Prudential Asset Management
India
$10M +$354K +1,127 +3%
JHP
2003
James Hambro & Partners
United Kingdom
$10M -$605K -1,924 -5%
CM
2004
Capital Management
Virginia
$10M -$1.01M -3,205 -8%
BI
2005
Berkeley Inc
Idaho
$10M -$155K -492 -1%
KIM
2006
Kurv Investment Management
California
$10M +$490K +1,560 +4%
GWM
2007
Gibbs Wealth Management
Georgia
$9.99M +$6.25M +19,904 +134%
CISOA
2008
Capital Investment Services of America
Wisconsin
$9.99M -$2.65M -8,418 -20%
RGC
2009
Roberts, Glore & Co
Illinois
$9.98M -$318K -1,012 -3%
CI
2010
Ceera Investments
Texas
$9.98M -$1.1M -3,515 -9%
OWP
2011
Obermeyer Wealth Partners
Colorado
$9.94M +$39.6K +126 +0.4%
LFA
2012
Legacy Financial Advisors
Kentucky
$9.92M +$45.2K +144 +0.4%
DAMU
2013
Deltroit Asset Management (UK)
$9.9M +$10.8M +34,439 New
PCG
2014
PFC Capital Group
California
$9.9M +$183K +584 +2%
AFWM
2015
AMJ Financial Wealth Management
Virginia
$9.9M +$2.64M +8,392 +32%
CBB
2016
Citizens Business Bank
California
$9.9M -$194K -618 -2%
DIM
2017
Delta Investment Management
California
$9.88M -$2.38M -7,570 -18%
TWM
2018
Tanager Wealth Management
United Kingdom
$9.88M +$302K +960 +3%
HFM
2019
Hartford Funds Management
Pennsylvania
$9.87M -$213K -679 -2%
HBWM
2020
Hollow Brook Wealth Management
New York
$9.86M -$69.1K -220 -0.6%
BFG
2021
Brandywine Financial Group
Tennessee
$9.85M +$10.8M +34,271 New
CCC
2022
Chelsea Counsel Company
California
$9.85M -$1.42M -4,510 -12%
FIC
2023
FCG Investment Company
Tennessee
$9.84M +$10.8M +34,225 New
GIP
2024
Granite Investment Partners
California
$9.84M +$204K +650 +2%
NC
2025
Naman Capital
Brazil
$9.83M – – –
79 80
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