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Microsoft
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
3376
Measured Wealth Private Client Group
New Hampshire
$2.09M -$200K -835 -9%
GAM
3377
Gould Asset Management
California
$2.09M -$40.8K -170 -2%
TA
3378
TFB Advisors
Kansas
$2.09M +$2.09M +8,704 New
MC
3379
Mount Capital
United Kingdom
$2.09M – – –
PBO
3380
Peoples Bank (Ohio)
Ohio
$2.09M -$250K -1,042 -11%
EDRIA
3381
Edmonds Duncan Registered Investment Advisors
Kansas
$2.08M -$2.4K -10 -0.1%
PWM
3382
Penobscot Wealth Management
Maine
$2.08M +$117K +487 +6%
CFSG
3383
Clark Financial Services Group
Missouri
$2.07M +$8.4K +35 +0.4%
AC
3384
ASB Consultores
Florida
$2.07M -$269K -1,122 -12%
OPOWM
3385
One Plus One Wealth Management
Florida
$2.07M -$68.9K -287 -3%
AAMC
3386
Asset Allocation & Management Company
Illinois
$2.07M +$989K +4,119 +91%
DLG
3387
Daniel L. Goodwin
$2.06M +$12K +50 +0.6%
CWM
3388
Castle Wealth Management
Florida
$2.06M -$119K -496 -5%
OW
3389
Olistico Wealth
Oklahoma
$2.06M +$2.06M +8,593 New
AIS
3390
American Investment Services
Massachusetts
$2.06M -$21.8K -91 -1%
GSIS
3391
Global Strategic Investment Solutions
Arizona
$2.06M +$11.3K +47 +0.6%
GJIA
3392
Glass Jacobson Investment Advisors
Maryland
$2.06M +$2.06M +8,586 New
PC
3393
Pecaut & Co
Iowa
$2.05M -$99.8K -416 -5%
OWA
3394
Opal Wealth Advisors
New York
$2.05M +$25.2K +105 +1%
TFA
3395
Transamerica Financial Advisors
Florida
$2.05M -$138K -577 -6%
SCA
3396
Southern Capital Advisors
Tennessee
$2.05M +$61.9K +258 +3%
JWM
3397
Jessup Wealth Management
Ohio
$2.04M +$2.04M +8,519 New
WC
3398
Westhampton Capital
North Carolina
$2.04M +$156K +650 +8%
WGCA
3399
Wolf Group Capital Advisors
Virginia
$2.04M +$291K +1,213 +17%
DI
3400
Dalton Investments
Nevada
$2.04M – – –
134 135
136
137 138