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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1826
Avantax Planning Partners
Iowa
$14.8M -$1.42M -4,301 -8%
MBT
1827
Montecito Bank & Trust
California
$14.7M +$33.7K +102 +0.2%
RGC
1828
Roberts, Glore & Co
Illinois
$14.7M -$146K -441 -0.9%
HBCM
1829
Heron Bay Capital Management
Michigan
$14.7M +$611K +1,850 +4%
CCM
1830
Consolidated Capital Management
California
$14.7M -$381K -1,154 -2%
BRM
1831
Boston Research & Management
Massachusetts
$14.7M -$496K -1,501 -3%
FFM
1832
Forum Financial Management
Illinois
$14.7M -$175K -530 -1%
GL
1833
Governors Lane
New York
$14.6M +$15.3M +46,300 New
NB
1834
Northwest Bancshares
Pennsylvania
$14.6M -$315K -952 -2%
ADL
1835
Asset Dedication LLC
California
$14.6M +$260K +787 +2%
MAM
1836
Morse Asset Management
Connecticut
$14.6M -$85.3K -258 -0.6%
JCM
1837
Jacobi Capital Management
Pennsylvania
$14.6M +$735K +2,224 +5%
SAG
1838
SageView Advisory Group
California
$14.5M +$197K +596 +1%
OC
1839
Oakworth Capital
Alabama
$14.5M -$132K -398 -0.9%
KFGK
1840
Keystone Financial Group (Kentucky)
Kentucky
$14.5M +$502K +1,518 +3%
LKIM
1841
Lawson Kroeker Investment Management
Nebraska
$14.5M -$34.7K -105 -0.2%
BA
1842
Baugh & Associates
Georgia
$14.5M +$134K +406 +0.9%
RCP
1843
Rothschild Capital Partners
New York
$14.5M – – –
RWB
1844
RMR Wealth Builders
New Jersey
$14.5M +$1.18M +3,568 +8%
JF
1845
Jump Financial
Illinois
$14.4M +$14.8M +44,699 +4,378%
BFA
1846
Benedict Financial Advisors
Georgia
$14.4M -$409K -1,237 -3%
CFG
1847
Cooper Financial Group
California
$14.4M +$447K +1,352 +3%
RDWM
1848
Red Door Wealth Management
Tennessee
$14.4M -$1.4M -4,245 -9%
SMA
1849
Sage Mountain Advisors
Georgia
$14.4M +$732K +2,216 +5%
BCM
1850
Barometer Capital Management
Ontario, Canada
$14.2M +$154K +465 +1%
72 73
74
75 76