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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
2051
GYL Financial Synergies
Connecticut
$940K +$19.4K +300 +2%
QT
2052
Quantamental Technologies
New York
$940K +$906K +14,040 New
GIM
2053
Grassi Investment Management
California
$938K – – –
EM
2054
Excalibur Management
Massachusetts
$932K +$55.5K +860 +7%
CYG
2055
Clean Yield Group
Vermont
$928K -$14.2K -220 -2%
MWM
2056
Modera Wealth Management
New Jersey
$928K -$5.16K -80 -0.6%
AWM
2057
Absher Wealth Management
North Carolina
$927K +$824K +12,780 New
BO
2058
BRR OpCo
Ohio
$919K -$56.8K -880 -6%
SCM
2059
Southport Capital Management
Tennessee
$919K -$3.87K -60 -0.4%
CIC
2060
Crawford Investment Counsel
Georgia
$917K +$152K +2,360 +21%
WWM
2061
Willingdon Wealth Management
North Carolina
$914K – – –
CL
2062
CSS LLC
Illinois
$913K +$880K +13,640 New
RHP
2063
Royal Harbor Partners
Texas
$913K +$880K +13,640 New
IA
2064
Independence Advisors
Pennsylvania
$908K -$6.45K -100 -0.7%
CRWM
2065
Castle Rock Wealth Management
California
$902K +$117K +1,820 +18%
PL
2066
Plancorp LLC
Missouri
$901K +$148K +2,300 +21%
CAGAS
2067
Capital Advisory Group Advisory Services
Minnesota
$901K +$227K +3,520 +36%
KP
2068
Keel Point
Alabama
$899K +$29.7K +460 +4%
RWM
2069
Ritholtz Wealth Management
New York
$897K +$49K +760 +6%
PP
2070
PagnatoKarp Partners
Virginia
$895K – – –
WPC
2071
Waters Parkerson & Co
Louisiana
$893K – – –
IPW
2072
Inlet Private Wealth
Florida
$891K – – –
RIA
2073
Realta Investment Advisors
Delaware
$891K +$52.9K +820 +6%
ACM
2074
Allred Capital Management
Texas
$887K -$188K -2,920 -18%
PAS
2075
Partnervest Advisory Services
California
$885K -$132K -2,040 -13%
81 82
83
84 85