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Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3001
Columbus Macro
Pennsylvania
$8.43M +$349K +684 +4%
CWM
3002
Centurion Wealth Management
Virginia
$8.42M +$1.02M +1,995 +14%
WSA
3003
Warm Springs Advisors
California
$8.42M – – –
AWP
3004
Accretive Wealth Partners
New Jersey
$8.42M +$23.5K +46 +0.3%
OIA
3005
Optimum Investment Advisors
Illinois
$8.42M -$91.8K -180 -1%
TFM
3006
TFC Financial Management
Massachusetts
$8.41M +$457K +895 +6%
QFW
3007
QTR Family Wealth
Florida
$8.4M +$1.13M +2,209 +16%
OCM
3008
Orleans Capital Management
Louisiana
$8.39M -$2.71M -5,318 -25%
FC
3009
Financial Consulate
Maryland
$8.39M +$8.26M +16,190 New
CWM
3010
C2C Wealth Management
Arizona
$8.38M – – –
PK
3011
Pflug Koory
Nebraska
$8.38M +$22.4K +44 +0.3%
BI
3012
Ballast Inc
Kentucky
$8.38M -$83.7K -164 -1%
IIA
3013
ICW Investment Advisors
Arizona
$8.38M +$370K +726 +5%
JJBC
3014
James J. Burns & Company
New York
$8.36M +$107K +209 +1%
NED
3015
Nancy E. Dempze
$8.35M -$49.5K -97 -0.6%
BTC
3016
Bank & Trust Company
Illinois
$8.35M -$25.5K -50 -0.3%
BBWA
3017
Bell & Brown Wealth Advisors
California
$8.34M -$42.9K -84 -0.5%
SFCL
3018
Strengthening Families & Communities LLC
Massachusetts
$8.34M +$8.1M +15,878 +5,671%
RA
3019
RiverPark Advisors
New York
$8.34M -$299K -587 -4%
OWA
3020
One Wealth Advisors
California
$8.34M +$332K +651 +4%
UW
3021
Unique Wealth
Florida
$8.34M -$46.4K -91 -0.6%
SHFA
3022
SC&H Financial Advisors
Maryland
$8.33M -$363K -712 -4%
PWS
3023
Peloton Wealth Strategists
Indiana
$8.32M -$134K -263 -2%
WFS
3024
Widmann Financial Services
Maryland
$8.31M -$5.61K -11 -0.1%
EFH
3025
Eaton Financial Holdings
Florida
$8.3M -$389K -762 -5%
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121
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