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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
5076
Tableaux
Massachusetts
$1.08M +$1.09M +2,560 New
MWM
5077
McMill Wealth Management
Nebraska
$1.08M +$1.09M +2,557 New
TFA
5078
TPG Financial Advisors
Oregon
$1.08M -$28.5K -67 -3%
IW
5079
Instrumental Wealth
Florida
$1.08M -$5.11K -12 -0.5%
NVIM
5080
New Vernon Investment Management
Illinois
$1.07M +$1.92M +4,508 +112%
SL
5081
Stevard LLC
Illinois
$1.07M – – –
WN
5082
Williams & Novak
California
$1.07M -$11.5K -27 -1%
APW
5083
Axim Planning & Wealth
Ohio
$1.07M -$6.39K -15 -0.6%
LWA
5084
Lifelong Wealth Advisors
Minnesota
$1.07M +$1.08M +2,543 New
A
5085
AlphaQuest
New York
$1.07M -$1.45M -3,393 -57%
JWS
5086
Juncture Wealth Strategies
Arizona
$1.07M -$69.4K -163 -6%
CCM
5087
Carmel Capital Management
California
$1.07M – – –
KCM
5088
Kendall Capital Management
Maryland
$1.07M +$160K +375 +17%
CCMW
5089
Cypress Capital Management (Wyoming)
Wyoming
$1.07M +$1.08M +2,533 New
MKW
5090
Mullaney, Keating & Wright
Connecticut
$1.07M -$13.6K -32 -1%
W
5091
WPWealth
Texas
$1.07M -$476K -1,118 -31%
BOC
5092
Blue Oak Capital
California
$1.06M +$1.08M +2,525 New
SIMG
5093
Stephens Investment Management Group
Texas
$1.06M -$205K -482 -16%
CPCP
5094
Cedar Point Capital Partners
Iowa
$1.06M +$60.1K +141 +6%
MM
5095
Meridian Management
Arkansas
$1.06M +$68.6K +161 +7%
FFP
5096
Freedom Financial Partners
Minnesota
$1.06M +$1.07M +2,520 New
DWM
5097
Dopkins Wealth Management
New York
$1.06M +$92.9K +218 +9%
SM
5098
Sensible Money
Arizona
$1.06M -$4.26K -10 -0.4%
WMS
5099
Wealth Management Strategies
Pennsylvania
$1.06M +$1.07M +2,514 New
AI
5100
Axecap Investments
Ohio
$1.06M +$34.9K +82 +3%
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