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Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
2076
Main Street Financial Solutions
Pennsylvania
$15.9M +$5.49M +12,887 +52%
SCM
2077
Sirios Capital Management
Massachusetts
$15.9M -$192K -451 -1%
AI
2078
Accredited Investors
Minnesota
$15.8M +$6.62M +15,540 +70%
RCA
2079
Resonant Capital Advisors
Wisconsin
$15.8M +$168K +394 +1%
WKWM
2080
Walter & Keenan Wealth Management
Indiana
$15.8M +$234K +550 +1%
ACM
2081
Avalon Capital Management
California
$15.8M +$31.9K +75 +0.2%
EBT
2082
Enterprise Bank & Trust
Massachusetts
$15.8M +$213K +499 +1%
ACM
2083
Aljian Capital Management
Nevada
$15.8M -$537K -1,261 -3%
OPTFSNA
2084
Old Point Trust & Financial Services N A
Virginia
$15.7M -$500K -1,175 -3%
IA
2085
IFG Advisory
Georgia
$15.7M +$929K +2,180 +6%
ISFAN
2086
Investor's Fiduciary Advisor Network
Washington
$15.7M +$15.8M +37,204 New
RFM
2087
Royal Fund Management
Florida
$15.7M -$12.4M -29,155 -44%
HCM
2088
Heathbridge Capital Management
Ontario, Canada
$15.7M -$202K -475 -1%
PTP
2089
Platform Technology Partners
New York
$15.7M +$277K +650 +2%
SFP
2090
Shepherd Financial Partners
Massachusetts
$15.6M +$363K +853 +2%
BWM
2091
BNC Wealth Management
Oregon
$15.6M +$524K +1,231 +3%
BCA
2092
Bay Colony Advisors
Massachusetts
$15.6M +$102K +239 +0.7%
TWM
2093
TLW Wealth Management
Florida
$15.6M -$426 -1 -0%
CCWA
2094
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.6M +$66K +155 +0.4%
WAG
2095
Winthrop Advisory Group
Massachusetts
$15.5M +$3.04M +7,131 +24%
4WM
2096
44 Wealth Management
Oregon
$15.5M +$262K +614 +2%
I
2097
InvesTrust
Oklahoma
$15.5M +$15.6M +36,625 New
FFS
2098
Fischer Financial Services
Pennsylvania
$15.5M +$15.7M +36,787 New
LA
2099
LM Advisors
California
$15.5M +$92.4K +217 +0.6%
SAA
2100
Southeast Asset Advisors
Georgia
$15.5M -$1.88M -4,402 -11%
82 83
84
85 86