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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
GU
4301
Georgetown University
District of Columbia
$1.8M +$2.53K +6 +0.1%
CIR
4302
Clear Investment Research
Georgia
$1.8M +$40.5K +96 +2%
PPW
4303
Pasadena Private Wealth
California
$1.79M -$39.3K -93 -2%
NWMG
4304
National Wealth Management Group
Ohio
$1.79M +$71.4K +169 +4%
CSIA
4305
Conrad Siegel Investment Advisors
Pennsylvania
$1.79M – – –
SPA
4306
Sentinel Pension Advisors
Massachusetts
$1.79M +$13.5K +32 +0.8%
FWSM
4307
First Wilshire Securities Management
California
$1.79M – – –
GC
4308
Gruss & Co
Florida
$1.79M +$211K +500 +14%
SCA
4309
Sassicaia Capital Advisers
New York
$1.79M +$1.69M +4,000 New
WCWM
4310
Willow Creek Wealth Management
California
$1.79M -$18.2K -43 -1%
FI
4311
FWG Investments
Kentucky
$1.78M -$26.6K -63 -2%
EMAM
4312
Encompass More Asset Management
California
$1.78M +$19.4K +46 +1%
IGWM
4313
ICA Group Wealth Management
Colorado
$1.78M -$5.57M -13,180 -77%
BL
4314
Balentine LLC
Georgia
$1.78M -$62.9M -148,976 -97%
YCM
4315
Yost Capital Management
Texas
$1.77M -$1.68M -3,980 -50%
SPI
4316
Santori & Peters Inc
Pennsylvania
$1.77M -$93.8K -222 -5%
WF
4317
Whelan Financial
California
$1.77M +$57K +135 +4%
RI
4318
Rinkey Investments
California
$1.77M – – –
PIA
4319
Powell Investment Advisors
Florida
$1.77M -$70.5K -167 -4%
VPP
4320
Vertex Planning Partners
Illinois
$1.77M +$34.6K +82 +2%
SA
4321
Sage Advisors
Colorado
$1.76M +$530K +1,256 +47%
ACM
4322
Armbruster Capital Management
New York
$1.76M +$224K +530 +16%
C
4323
Covestor
United Kingdom
$1.76M +$94.2K +223 +6%
PS
4324
Portfolio Strategies
New York
$1.76M -$2.06M -4,878 -55%
IPW
4325
Impact Partnership Wealth
Georgia
$1.76M +$639K +1,514 +63%
171 172
173
174 175