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Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
5201
McMorgan & Co
California
$729K -$164K -403 -17%
MIM
5202
Martin Investment Management
Florida
$727K +$20.4K +50 +3%
CF
5203
Cyr Financial
Illinois
$727K +$24.1K +59 +3%
EC
5204
Eaton-Cambridge
Arizona
$723K -$43.2K -106 -5%
CPA
5205
Compass Planning Associates
Massachusetts
$722K +$1.22K +3 +0.2%
RFG
5206
REAP Financial Group
Texas
$720K +$104K +255 +15%
WAG
5207
Wheelhouse Advisory Group
Missouri
$719K -$207K -508 -21%
RWM
5208
Ruedi Wealth Management
Illinois
$718K +$408 +1 +0.1%
DFA
5209
DHK Financial Advisors
New Hampshire
$716K -$47.3K -116 -6%
KSWA
5210
Kathleen S. Wright Associates
Pennsylvania
$714K +$494K +1,212 +175%
WH
5211
Whitcomb & Hess
Ohio
$714K +$4.89K +12 +0.6%
BOTPPF
5212
Board of the Pension Protection Fund
United Kingdom
$713K -$122K -300 -14%
AWM
5213
AAF Wealth Management
Massachusetts
$713K +$106K +260 +16%
SWM
5214
Shakespeare Wealth Management
Wisconsin
$712K +$815 +2 +0.1%
AIFS
5215
A&I Financial Services
Colorado
$711K – – –
TSS
5216
Thomas Story & Son
Indiana
$711K +$81.5K +200 +12%
BI
5217
Beckerman Institutional
New Jersey
$711K -$23.2K -57 -3%
MGCM
5218
Mane Global Capital Management
New York
$711K +$409K +1,004 +113%
MCM
5219
MontVue Capital Management
Virginia
$709K -$139K -340 -15%
NWM
5220
Napa Wealth Management
California
$709K -$1.05M -2,566 -58%
SMF
5221
Sterling Manor Financial
New York
$708K – – –
SG
5222
Sharper & Granite
California
$707K -$43.2K -106 -5%
LIM
5223
Letson Investment Management
Georgia
$707K -$378K -928 -33%
PWM
5224
Parkshore Wealth Management
California
$706K -$15.9K -39 -2%
IDBONY
5225
Israel Discount Bank of New York
New York
$705K -$297K -729 -28%
207 208
209
210 211