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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
4401
Meriwether Wealth & Planning
Louisiana
$2.17M +$70.4K +174 +3%
BC
4402
BDFS Capital
Delaware
$2.16M +$312K +771 +15%
RCI
4403
RS Crum Inc
California
$2.16M -$25.9K -64 -1%
TWM
4404
TriaGen Wealth Management
California
$2.16M -$111K -274 -5%
BW
4405
Basepoint Wealth
Iowa
$2.15M +$316K +782 +16%
SC
4406
Sykon Capital
New York
$2.15M +$1.04M +2,566 +80%
ORG
4407
Optimist Retirement Group
Washington
$2.15M -$12.5K -31 -0.5%
WJA
4408
Willis Johnson & Associates
Texas
$2.15M -$1.5M -3,702 -39%
SBCM
4409
Silverberg Bernstein Capital Management
New York
$2.15M – – –
AF
4410
AtlasMark Financial
Texas
$2.15M – – –
WW
4411
Westshore Wealth
California
$2.14M +$96.3K +238 +4%
CWM
4412
Cherrydale Wealth Management
New Jersey
$2.14M +$40.5K +100 +2%
CPW
4413
Catalyst Private Wealth
California
$2.14M +$8.09K +20 +0.3%
CFWMA
4414
Center for Wealth Management Advisory
Ohio
$2.14M +$233K +576 +11%
FWA
4415
Flagship Wealth Advisors
Massachusetts
$2.14M +$1.03M +2,551 +80%
FSWA
4416
Financial Synergies Wealth Advisors
Texas
$2.14M +$22.7K +56 +1%
AWP
4417
Atlas Wealth Partners
Pennsylvania
$2.14M -$4.05K -10 -0.2%
TA
4418
TFB Advisors
Kansas
$2.13M -$248K -614 -10%
PI
4419
Pachira Investments
California
$2.13M +$141K +348 +6%
PSF
4420
Pacific Sun Financial
California
$2.13M +$92.7K +229 +4%
CP
4421
Creekside Partners
California
$2.13M +$11.3K +28 +0.5%
AWM
4422
Apex Wealth Management
New Hampshire
$2.13M +$10.1K +25 +0.4%
PFT
4423
Providence First Trust
Arizona
$2.13M +$341K +842 +17%
MWPCG
4424
Measured Wealth Private Client Group
New Hampshire
$2.13M -$13.8K -34 -0.6%
ADBIC
4425
A.D. Beadell Investment Counsel
Wisconsin
$2.13M -$50.6K -125 -2%
175 176
177
178 179