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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2701
Lakeshore Financial Planning
Michigan
$7.94M +$195K +481 +2%
BI
2702
Berkeley Inc
Idaho
$7.93M +$121K +299 +1%
FCT
2703
Family Capital Trust
Massachusetts
$7.93M +$4.14M +10,230 +93%
LJAC
2704
L.J. Altfest & Co
New York
$7.92M -$1.54M -3,801 -15%
FFG
2705
Forum Finance Group
$7.92M +$3.87M +9,559 +57%
SJIM
2706
St. Johns Investment Management
Florida
$7.92M +$335K +827 +4%
SFG
2707
Synergy Financial Group
California
$7.91M -$1.33M -3,291 -13%
RSC
2708
Red Spruce Capital
Pennsylvania
$7.91M +$2.41M +5,967 +39%
SP
2709
SmartHarvest Portfolios
Washington
$7.89M -$7.28K -18 -0.1%
FCAS
2710
First Command Advisory Services
Texas
$7.88M -$1.91M -4,717 -18%
SFS
2711
Summit Financial Strategies
Ohio
$7.88M +$12.5K +31 +0.1%
BTWM
2712
Baker Tilly Wealth Management
Wisconsin
$7.88M +$668K +1,650 +8%
WA
2713
Wealth Architects
California
$7.87M +$197K +488 +2%
CH
2714
Cromwell Holdings
Wyoming
$7.87M +$225K +555 +3%
PVM
2715
Palogic Value Management
Texas
$7.87M +$2.21M +5,450 +35%
MA
2716
MW Advisory
Georgia
$7.87M +$8.53M +21,088 New
SFS
2717
Stiles Financial Services
Minnesota
$7.86M +$743K +1,836 +10%
RCIM
2718
Red Cedar Investment Management
Michigan
$7.86M – – –
CWMK
2719
Caliber Wealth Management (Kansas)
Kansas
$7.86M +$176K +434 +2%
SIM
2720
SWP Investment Management
Ohio
$7.85M +$316K +780 +4%
DCM
2721
Dimension Capital Management
Florida
$7.85M +$3.38M +8,353 +66%
SIM
2722
Studio Investment Management
Illinois
$7.84M +$61.1K +151 +0.7%
RFW
2723
Rainier Family Wealth
Washington
$7.84M -$231K -571 -3%
BFG
2724
Beacon Financial Group
Texas
$7.83M +$337K +832 +4%
ZCP
2725
Z3 Capital Partners
Virginia
$7.82M +$676K +1,671 +9%
107 108
109
110 111