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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1976
Martin Capital Partners
Oregon
$2.85M +$73.5K +678 +3%
MCM
1977
Matarin Capital Management
New York
$2.85M +$727K +6,710 +37%
IIA
1978
IPG Investment Advisors
California
$2.84M -$116K -1,074 -4%
GKWIM
1979
Gerber Kawasaki Wealth & Investment Management
California
$2.84M +$1.27M +11,675 +90%
BCM
1980
Brown Capital Management
Maryland
$2.84M -$1.74K -16 -0.1%
OAM
1981
Occidental Asset Management
California
$2.84M +$29.4K +271 +1%
WP
1982
WealthPLAN Partners
Nebraska
$2.83M +$213K +1,969 +8%
NIP
1983
Nicholas Investment Partners
California
$2.83M – – –
FFC
1984
First Financial Corp
Indiana
$2.82M -$62K -572 -2%
AFC
1985
AFT Forsyth & Company
Florida
$2.81M -$32K -295 -1%
JCM
1986
Jacobi Capital Management
Pennsylvania
$2.81M +$564K +5,205 +27%
WBC
1987
West Branch Capital
Massachusetts
$2.8M +$149K +1,372 +6%
PBT
1988
Pictet Bank & Trust
Bahamas
$2.8M -$249K -2,300 -9%
SNBOSCI
1989
Security National Bank of Sioux City Iowa
Iowa
$2.79M -$13K -120 -0.5%
NCM
1990
Northside Capital Management
Oregon
$2.79M – – –
SCM
1991
Saba Capital Management
New York
$2.78M +$2.64M +24,324 New
AFM
1992
Andesa Financial Management
Pennsylvania
$2.78M +$12.5K +115 +0.5%
WCM
1993
Windward Capital Management
California
$2.77M +$59.1K +545 +2%
KS
1994
Karpas Strategies
Connecticut
$2.77M +$2.17K +20 +0.1%
TBNY
1995
Trustco Bank (New York)
New York
$2.74M -$5.42K -50 -0.2%
RA
1996
RFG Advisory
Alabama
$2.74M +$468K +4,315 +22%
UBG
1997
United Bank (Georgia)
Georgia
$2.73M -$42.7K -394 -2%
EAM
1998
Evanson Asset Management
California
$2.72M -$300K -2,765 -10%
ACP
1999
Aviance Capital Partners
Florida
$2.72M +$51.2K +472 +2%
AFNAS
2000
American Financial Network Advisory Services
California
$2.72M +$2.56M +23,614 +15,955%
78 79
80
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