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Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
3201
Maven Securities
Jersey
$1.71M -$2.2M -9,470 -42%
TLCM
3202
Twin Lakes Capital Management
California
$1.71M +$46.9K +202 +3%
NEWAS
3203
N.E.W. Advisory Services
Wisconsin
$1.7M +$166K +716 +11%
EWA
3204
ERTS Wealth Advisors
Michigan
$1.7M -$64.5K -278 -4%
CA
3205
Cortland Associates
Missouri
$1.7M +$1.39K +6 +0.1%
MCM
3206
Magnolia Capital Management
New York
$1.7M +$85.8K +370 +5%
F
3207
F3Logic
Minnesota
$1.7M -$127K -549 -7%
FAG
3208
Financial Advisory Group
Texas
$1.69M -$50.8K -219 -3%
D
3209
Diversified
Delaware
$1.69M -$18.1K -78 -1%
RIS
3210
Retirement Income Solutions
Michigan
$1.69M +$232 +1 +0%
CA
3211
CGN Advisors
Kansas
$1.69M -$9.51K -41 -0.6%
MF
3212
Montis Financial
Massachusetts
$1.69M +$8.59K +37 +0.5%
MS
3213
Mizuho Securities
Japan
$1.68M +$1.28M +5,500 +336%
CFD
3214
Creative Financial Designs
Indiana
$1.68M +$148K +640 +10%
KFP
3215
KB Financial Partners
New Jersey
$1.68M +$1.65M +7,120 New
CWM
3216
Cabot Wealth Management
Massachusetts
$1.68M +$847K +3,650 +105%
TCM
3217
TimesSquare Capital Management
New York
$1.66M -$304K -1,310 -16%
MA
3218
MBA Advisors
Pennsylvania
$1.66M +$1.63M +7,041 New
SWM
3219
Salvus Wealth Management
New Jersey
$1.66M +$49K +211 +3%
OWA
3220
Outlook Wealth Advisors
Texas
$1.66M +$195K +841 +14%
AF
3221
Aldebaran Financial
$1.65M +$46.4K +200 +3%
JI
3222
Jeereddi Investments
California
$1.65M – – –
VU
3223
Vanderbilt University
Tennessee
$1.65M – – –
SFG
3224
Sunburst Financial Group
Alabama
$1.64M +$34.1K +147 +2%
VFM
3225
Vivid Financial Management
California
$1.64M +$252K +1,086 +18%
127 128
129
130 131