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Microsoft

Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
5301
Comprehensive Money Management Services
Florida
$793K -$26.1K -60 -4%
PFG
5302
Pinnacle Financial Group
Illinois
$793K +$181K +417 +35%
LKBC
5303
L.K. Benson & Company
Maryland
$792K
LW
5304
Lauer Wealth
Indiana
$785K -$355K -817 -35%
IDBONY
5305
Israel Discount Bank of New York
New York
$783K -$132K -304 -16%
TF
5306
Threadgill Financial
Texas
$778K +$8.25K +19 +1%
FF
5307
Foronjy Financial
California
$778K +$680K +1,565 New
CC
5308
Centiva Capital
New York
$777K -$587K -1,352 -46%
AWMNH
5309
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K -$184K -423 -21%
KCM
5310
Kaye Capital Management
California
$774K -$20.8K -48 -3%
VFIC
5311
Valley Forge Investment Consultants
Pennsylvania
$770K +$52.1K +120 +8%
EFP
5312
EnRich Financial Partners
Wisconsin
$768K +$33K +76 +5%
T
5313
TOBAM
France
$768K -$77.7K -179 -10%
HSWS
5314
Higgins & Schmidt Wealth Strategies
Colorado
$766K +$6.51K +15 +1%
SCA
5315
Sippican Capital Advisors
Massachusetts
$765K
IWM
5316
IMG Wealth Management
Florida
$765K +$143K +329 +27%
BSWM
5317
Boston Standard Wealth Management
Massachusetts
$763K +$70.8K +163 +12%
WIC
5318
Whitegate Investment Counselors
New Hampshire
$760K +$869 +2 +0.1%
NPI
5319
New Perspectives Inc
Mississippi
$756K +$434 +1 +0.1%
BA
5320
BCM Advisors
Louisiana
$752K
NECFA
5321
New England Capital Financial Advisors
Connecticut
$751K +$25.2K +58 +4%
NWA
5322
Navis Wealth Advisors
New York
$751K +$15.2K +35 +2%
TWM
5323
Tanglewood Wealth Management
Texas
$749K -$16.5K -38 -2%
BOC
5324
Bull Oak Capital
California
$749K -$434 -1 -0.1%
KP
5325
Kitching Partners
Pennsylvania
$749K +$49.5K +114 +8%