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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1701
Zhang Financial
Michigan
$15.8M +$840K +2,793 +6%
RGC
1702
Roberts, Glore & Co
Illinois
$15.8M -$1.66M -5,529 -10%
HIC
1703
Harbor Island Capital
Massachusetts
$15.8M – – –
GC
1704
Gratus Capital
Georgia
$15.8M -$7.59M -25,212 -33%
LSPW
1705
Lake Street Private Wealth
Illinois
$15.8M +$249K +827 +2%
FNB
1706
Farmers National Bank
Kentucky
$15.8M +$64.7K +215 +0.4%
BCP
1707
Bluegrass Capital Partners
Florida
$15.7M – – –
OSNBOA
1708
Old Second National Bank of Aurora
Illinois
$15.7M -$1.81M -6,004 -11%
KPW
1709
Kore Private Wealth
New York
$15.6M +$746K +2,481 +5%
CWP
1710
CFM Wealth Partners
Texas
$15.6M +$220K +730 +1%
AW
1711
ACG Wealth
Georgia
$15.6M -$14.3M -47,643 -49%
WPP
1712
Whalerock Point Partners
Rhode Island
$15.5M +$360K +1,197 +2%
FNBTCON
1713
First National Bank & Trust Co of Newtown
Pennsylvania
$15.5M -$197K -656 -1%
LOAMS
1714
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.5M -$428K -1,422 -3%
CC
1715
Codex Capital
New York
$15.4M – – –
CWS
1716
Confluence Wealth Services
Pennsylvania
$15.4M -$70.4K -234 -0.5%
BRM
1717
Boston Research & Management
Massachusetts
$15.4M -$993K -3,299 -6%
AIIMS
1718
Analyst IMS Investment Management Services
Israel
$15.4M +$1.53M +5,101 +11%
CBN
1719
Cadence Bank NA
Texas
$15.4M -$17.8K -59 -0.1%
TAM
1720
Telemark Asset Management
Massachusetts
$15.4M – – –
GCM
1721
Gabalex Capital Management
New York
$15.4M +$1.5M +5,000 +11%
VAS
1722
Valicenti Advisory Services
New York
$15.4M +$78.2K +260 +0.5%
SF
1723
Summit Financial
New Jersey
$15.4M +$2.04M +6,795 +16%
GAM
1724
Grandview Asset Management
Pennsylvania
$15.4M -$42.7K -142 -0.3%
KWM
1725
Keebeck Wealth Management
Illinois
$15.4M +$1.26M +4,191 +9%
67 68
69
70 71