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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1001
Pallas Capital Advisors
Massachusetts
$54.4M +$2.2M +6,178 +4%
SBH
1002
Segall Bryant & Hamill
Illinois
$54.3M -$170M -476,522 -77%
CWP
1003
Cyndeo Wealth Partners
Florida
$53.9M +$10.3M +28,891 +25%
APC
1004
Alta Park Capital
California
$53.8M -$5.69M -15,995 -10%
AA
1005
ALPS Advisors
Colorado
$53.8M -$1.94M -5,446 -4%
IFG
1006
Independent Financial Group
California
$53.4M +$5.12M +14,397 +11%
TCM
1007
Tybourne Capital Management
Hong Kong
$53.3M -$25.3M -71,052 -33%
CAM
1008
Capco Asset Management
Florida
$53M -$447K -1,256 -0.9%
FFN
1009
Focus Financial Network
Minnesota
$53M +$26M +73,063 +108%
SCI
1010
S&CO Inc
Massachusetts
$52.7M +$149K +420 +0.3%
OPCM
1011
Osborne Partners Capital Management
California
$52.5M +$5.54M +15,554 +13%
MGIA
1012
Moneta Group Investment Advisors
Missouri
$52.4M -$4.06M -11,415 -8%
GFS
1013
GYL Financial Synergies
Connecticut
$52.4M -$324K -910 -0.6%
QIM
1014
Quest Investment Management
Oregon
$52.4M +$5.34M +14,994 +12%
SL
1015
Summitry LLC
California
$52.3M -$10.6M -29,719 -18%
BFO
1016
Boston Family Office
Massachusetts
$52.3M -$2.39M -6,704 -5%
DWT
1017
Dorsey & Whitney Trust
South Dakota
$52.2M -$152K -428 -0.3%
LBC
1018
Lowe Brockenbrough & Co
Virginia
$52.1M -$3.33M -9,354 -6%
PCM
1019
Parsons Capital Management
Rhode Island
$52.1M -$211K -593 -0.4%
FM
1020
Freemont Management
Switzerland
$52M +$9.47M +26,600 +24%
AFG
1021
Albion Financial Group
Utah
$51.9M +$440K +1,236 +0.9%
WDA
1022
Wendell David Associates
New Hampshire
$51.7M +$788K +2,214 +2%
BL
1023
Balentine LLC
Georgia
$51.7M +$8.21M +23,069 +20%
HTHT
1024
Hemenway Trust Hemenway Trust
New Hampshire
$51.6M +$1M +2,822 +2%
ECM
1025
Everence Capital Management
Indiana
$51.5M -$28.1M -79,050 -37%
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