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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3701
Activest Wealth Management
Florida
$3.67M +$2.65M +6,267 +323%
ARA
3702
Alexander Randolph Advisory
Virginia
$3.67M -$79.4K -188 -2%
MFG
3703
Monte Financial Group
Connecticut
$3.66M -$269K -637 -7%
GAM
3704
Gould Asset Management
California
$3.66M +$90.4K +214 +3%
FDDB
3705
Fidelity D&D Bancorp
Pennsylvania
$3.66M -$26.6K -63 -0.8%
FF
3706
Farrell Financial
New York
$3.66M +$133K +314 +4%
HFS
3707
Heritage Financial Services
Massachusetts
$3.65M -$39.3K -93 -1%
WKSWA
3708
White Knight Strategic Wealth Advisors
New Jersey
$3.65M -$38.9K -92 -1%
ACM
3709
AUA Capital Management
Pennsylvania
$3.64M – – –
SAMT
3710
Select Asset Management & Trust
Pennsylvania
$3.63M – – –
RIM
3711
Rockbridge Investment Management
New York
$3.63M – – –
VP
3712
Verum Partners
North Carolina
$3.63M +$96.3K +228 +3%
CCA
3713
Criterion Capital Advisors
Tennessee
$3.62M +$19K +45 +0.6%
BIM
3714
Bullseye Investment Management
Ohio
$3.62M -$712K -1,685 -16%
DI
3715
Dalton Investments
Nevada
$3.62M – – –
WCM
3716
Weaver Capital Management
Georgia
$3.62M +$343K +813 +11%
FA
3717
Fiducient Advisors
Illinois
$3.61M -$437K -1,035 -11%
GPA
3718
Guerra Pan Advisors
New Jersey
$3.61M +$59.5K +141 +2%
RPCA
3719
Running Point Capital Advisors
California
$3.61M – – –
ODIJL
3720
One Day In July LLC
Vermont
$3.59M +$298K +705 +10%
BWM
3721
Birchcreek Wealth Management
Ohio
$3.58M -$60K -142 -2%
MF
3722
Meridian Financial
Massachusetts
$3.58M -$10.6K -25 -0.3%
FHC
3723
Forest Hill Capital
Arkansas
$3.58M – – –
SIAG
3724
Safeguard Investment Advisory Group
California
$3.57M +$132K +313 +4%
PWP
3725
Precedent Wealth Partners
Texas
$3.57M +$160K +379 +5%
147 148
149
150 151