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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1601
Mark Sheptoff Financial Planning
Connecticut
$12.4M +$66.2K +308 +0.6%
DIP
1602
DT Investment Partners
Pennsylvania
$12.4M +$469K +2,183 +4%
WFG
1603
Wills Financial Group
Virginia
$12.4M +$152K +705 +1%
RGI
1604
River Global Investors
United Kingdom
$12.4M -$1.09M -5,046 -8%
PP
1605
Professional Planning
California
$12.4M +$96.3K +448 +0.8%
WKWM
1606
Walter & Keenan Wealth Management
Indiana
$12.4M -$301K -1,399 -2%
BMC
1607
Benin Management Corp
Connecticut
$12.3M -$343K -1,596 -3%
NNP
1608
Nachman Norwood & Parrott
South Carolina
$12.3M +$299K +1,391 +3%
SIM
1609
Stratos Investment Management
Ohio
$12.2M +$473K +2,201 +4%
CCM
1610
Consolidated Capital Management
California
$12.2M -$2.15M -10,017 -15%
RC
1611
RBF Capital
California
$12.2M – – –
UH
1612
Unigestion Holding
Switzerland
$12.2M -$8.75M -40,710 -43%
NFG
1613
NewFocus Financial Group
Washington
$12.2M -$318K -1,479 -3%
HFM
1614
Hartford Financial Management
Connecticut
$12.2M +$116K +541 +1%
CAM
1615
Cypress Asset Management
Texas
$12.2M -$18.3K -85 -0.2%
CPA
1616
Capital Planning Advisors
California
$12.2M +$50.1K +233 +0.4%
HW
1617
Hedeker Wealth
Illinois
$12.2M +$221K +1,029 +2%
ST
1618
Somerset Trust
Pennsylvania
$12.1M -$151K -700 -1%
AI
1619
Atom Investors
Texas
$12.1M -$9.07M -42,169 -44%
PCM
1620
Penserra Capital Management
California
$12.1M +$2.41M +11,221 +26%
RHDIC
1621
R.H. Dinel Investment Counsel
California
$12.1M – – –
SSI
1622
Scott & Selber Inc
Texas
$12.1M -$564K -2,623 -5%
AFT
1623
Alpha Family Trust
California
$12.1M +$11.7M +54,196 New
VLKIM
1624
Van Lanschot Kempen Investment Management
Netherlands
$12M +$1.6M +7,463 +16%
WCF
1625
West Coast Financial
California
$12M -$136K -633 -1%
63 64
65
66 67