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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2851
Liberty Wealth Management
California
$7.98M +$126K +295 +2%
PI
2852
Pettee Investors
Connecticut
$7.97M – – –
BFF
2853
Byrne Financial Freedom
Massachusetts
$7.97M +$8.06M +18,911 New
SIAG
2854
Signet Investment Advisory Group
Rhode Island
$7.95M -$1.1M -2,574 -12%
NAS
2855
NWF Advisory Services
California
$7.95M +$409K +960 +5%
CPSC
2856
Carl P. Sherr & Co
Massachusetts
$7.95M +$5.11K +12 +0.1%
BSI
2857
Bennett Selby Investments
Maine
$7.95M +$44.3K +104 +0.6%
AWM
2858
Adams Wealth Management
Utah
$7.94M +$989K +2,323 +14%
EWA
2859
Encompass Wealth Advisors
Oregon
$7.94M -$1.89M -4,439 -19%
LA
2860
Lifeworks Advisors
Michigan
$7.93M +$693K +1,627 +9%
ANC
2861
Ames National Corp
Iowa
$7.93M +$8.01M +18,813 New
AWM
2862
Aprio Wealth Management
Georgia
$7.93M +$1.04M +2,445 +15%
MAA
2863
Mraz Amerine & Associates
California
$7.92M -$56.7K -133 -0.7%
SCI
2864
Stableford Capital II
Arizona
$7.92M -$352K -826 -4%
AM
2865
Atwater Malick
Pennsylvania
$7.91M +$86K +202 +1%
TPM
2866
Triasima Portfolio Management
Quebec, Canada
$7.91M +$64.7K +152 +0.8%
BAG
2867
Bridgewealth Advisory Group
California
$7.89M +$4.12M +9,682 +102%
SFG
2868
Synergy Financial Group
California
$7.88M -$1.41M -3,300 -15%
MIM
2869
MTM Investment Management
South Carolina
$7.88M -$136K -320 -2%
BCG
2870
Breakwater Capital Group
New Jersey
$7.88M -$54.5K -128 -0.7%
WFG
2871
Wormser Freres Gestion
France
$7.86M +$3.54M +8,322 +82%
GBA
2872
Garrison Bradford & Associates
New York
$7.86M +$333K +781 +4%
MFG
2873
Mosaic Financial Group
Illinois
$7.86M -$91.2K -214 -1%
CAS
2874
Coppell Advisory Solutions
Texas
$7.85M +$424K +996 +6%
CFG
2875
Cambridge Financial Group
Ohio
$7.83M +$7.91M +18,582 New
113 114
115
116 117