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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOK
1976
Trust Company of Kansas
Kansas
$11.3M -$76.4K -254 -0.7%
CA
1977
Claro Advisors
Massachusetts
$11.3M – – –
MCM
1978
Mattern Capital Management
Colorado
$11.2M +$156K +518 +1%
OIM
1979
Orca Investment Management
Oregon
$11.2M -$54.5K -181 -0.5%
BP
1980
BBR Partners
New York
$11.2M +$1.41M +4,703 +15%
PCR
1981
Potrero Capital Research
California
$11.2M – – –
CFG
1982
Cooper Financial Group
California
$11.1M +$203K +674 +2%
GAG
1983
GM Advisory Group
New York
$11.1M -$23.2K -77 -0.2%
HWM
1984
Horizon Wealth Management
Illinois
$11.1M +$226K +751 +2%
BO
1985
Bank OZK
Arkansas
$11.1M -$371K -1,234 -3%
CCM
1986
Carderock Capital Management
Maryland
$11.1M -$3.33M -11,052 -23%
TSAM
1987
Trinity Street Asset Management
United Kingdom
$11.1M -$10.7M -35,721 -50%
PTP
1988
Platform Technology Partners
New York
$11.1M +$142K +473 +1%
MKA
1989
M. Kulyk & Associates
Georgia
$11.1M +$44.8K +149 +0.4%
OPA
1990
Old Port Advisors
Maine
$11.1M -$98.4K -327 -0.9%
WPC
1991
White Pine Capital
Minnesota
$11.1M -$35.5K -118 -0.3%
NC
1992
NBW Capital
Massachusetts
$11.1M -$3.31M -10,992 -23%
JWM
1993
Jupiter Wealth Management
Colorado
$11.1M -$90.3K -300 -0.8%
4WM
1994
44 Wealth Management
Oregon
$11M +$211K +700 +2%
BWL
1995
Bogart Wealth LLC
Virginia
$11M +$1.09M +3,638 +11%
MMPW
1996
Mitchell McLeod Pugh & Williams
Alabama
$10.9M -$74.9K -249 -0.7%
AWM
1997
Aevitas Wealth Management
Massachusetts
$10.9M -$464K -1,543 -4%
CC
1998
Criteria Caixa
Spain
$10.9M +$10.4M +34,527 +3,946%
RWB
1999
RMR Wealth Builders
New Jersey
$10.9M +$7.33M +24,366 +222%
FNBOMD
2000
First National Bank of Mount Dora
Florida
$10.9M +$1.56M +5,174 +17%
78 79
80
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