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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
926
Oakmont Corp
California
$87.4M -$22M -43,059 -20%
NAAA
927
New Age Alpha Advisors
New York
$87.3M -$2.04M -3,996 -2%
MSR
928
Main Street Research
Connecticut
$87.1M +$37.5M +73,462 +78%
MVIP
929
Mar Vista Investment Partners
California
$87.1M -$15.9M -31,197 -16%
BWP
930
Baldwin Wealth Partners
Massachusetts
$87.1M -$1.62M -3,178 -2%
PWM
931
Perigon Wealth Management
California
$87M +$4.37M +8,570 +5%
CAM
932
Cidel Asset Management
Ontario, Canada
$86.9M +$4.02M +7,876 +5%
SCI
933
S&CO Inc
Massachusetts
$86.8M +$743K +1,456 +0.9%
GI
934
GAMMA Investing
California
$86.1M +$5.43M +10,642 +7%
PIM
935
Plato Investment Management
Australia
$86M +$2.55M +4,994 +3%
MAS
936
Meeder Advisory Services
Ohio
$86M +$4.16M +8,153 +5%
VCP
937
Verus Capital Partners
Arizona
$86M -$1.79M -3,516 -2%
HWA
938
Heritage Wealth Advisors
Virginia
$85.9M +$775K +1,519 +0.9%
BFA
939
Bragg Financial Advisors
North Carolina
$85.6M -$176K -345 -0.2%
CWP
940
Cyndeo Wealth Partners
Florida
$85.6M -$1.37M -2,682 -2%
ATPW
941
Ashton Thomas Private Wealth
Arizona
$85.6M +$16.9M +33,045 +25%
ACM
942
Atika Capital Management
New York
$85.5M +$3.57M +7,000 +4%
LI
943
LMCG Investments
Massachusetts
$85.3M -$1.94M -3,795 -2%
MWM
944
Meridian Wealth Management
Kentucky
$85M +$1.52M +2,973 +2%
AWA
945
Arkadios Wealth Advisors
Georgia
$85M +$10.9M +21,409 +15%
EGA
946
Eagle Global Advisors
Texas
$84.8M -$1.14M -2,227 -1%
MIM
947
Morningstar Investment Management
Illinois
$84.5M +$16.9M +33,139 +25%
FLII
948
First Long Island Investors
New York
$84M +$1.13M +2,224 +1%
SW
949
SteelPeak Wealth
California
$83.8M +$10.9M +21,421 +15%
CIM
950
Confluence Investment Management
Missouri
$83.8M -$1.74M -3,405 -2%
36 37
38
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