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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
5701
CDKV Holdings
Colorado
$563K +$25.1K +62 +4%
ASI
5702
All-Stars Investment
Hong Kong
$560K +$607K +1,500 New
BI
5703
Bramshill Investments
Florida
$560K +$607K +1,500 New
NIM
5704
Needham Investment Management
New York
$560K +$607K +1,500 New
SI
5705
Stirlingshire Investments
New York
$558K -$113K -279 -16%
MCA
5706
Martin Capital Advisors
Texas
$557K +$27.1K +67 +5%
KP
5707
Kitching Partners
Pennsylvania
$555K +$176K +435 +41%
CWM
5708
Chicago Wealth Management
Illinois
$555K – – –
PFA
5709
Portland Financial Advisors
New York
$554K – – –
CCM
5710
Crabel Capital Management
California
$552K -$239K -590 -28%
FF
5711
Fortitude Financial
Washington
$552K -$33.2K -82 -5%
GCWM
5712
Graham Capital Wealth Management
District of Columbia
$552K – – –
APM
5713
a16z Perennial Management
California
$551K -$3.91M -9,665 -87%
HWA
5714
Hillcrest Wealth Advisors
New Jersey
$551K +$303K +750 +103%
AF
5715
Align Financial
Minnesota
$551K – – –
JAA
5716
Joel Adams & Associates
North Carolina
$550K – – –
LFG
5717
Lockerman Financial Group
California
$550K +$43.3K +107 +8%
TCTWM
5718
Three Cord True Wealth Management
Pennsylvania
$548K +$46.9K +116 +9%
SA
5719
Sacks & Associates
New Jersey
$548K +$51.8K +128 +12%
LWAM
5720
Legacy Wealth Asset Management
Minnesota
$547K – – –
JC
5721
JBGlobal.com
New York
$547K +$297K +733 +100%
SKK
5722
Shepherd Kaplan Krochuk
Massachusetts
$546K +$592K +1,463 New
EWP
5723
E-Wealth Partners
Minnesota
$545K -$537K -1,328 -48%
VWA
5724
Valued Wealth Advisors
Utah
$545K +$21.8K +54 +4%
NI
5725
NCP Inc
California
$543K – – –
227 228
229
230 231