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MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2201
Cornerstone Advisory
Maryland
$16.8M +$396K +776 +2%
MC
2202
Muhlenkamp & Co
Pennsylvania
$16.8M +$18.4K +36 +0.1%
JWM
2203
Jupiter Wealth Management
Colorado
$16.7M -$264K -518 -2%
BONH
2204
Bank of New Hampshire
New Hampshire
$16.7M -$329K -644 -2%
RFMS
2205
RWQ Financial Management Services
Florida
$16.6M -$7.17M -14,060 -30%
GCM
2206
GKV Capital Management
California
$16.6M -$34.2K -67 -0.2%
GPA
2207
Garrison Point Advisors
California
$16.6M -$499K -979 -3%
CIC
2208
Concord Investment Counsel
California
$16.6M +$16.3M +32,012 New
JGUA
2209
John G. Ullman & Associates
New York
$16.6M -$96.4K -189 -0.6%
AWM
2210
Accurate Wealth Management
Florida
$16.5M -$312K -612 -2%
NAG
2211
Northstar Advisory Group
New Jersey
$16.5M +$996K +1,953 +7%
BFO
2212
Biltmore Family Office
North Carolina
$16.5M -$139K -272 -0.8%
MP
2213
McDonald Partners
Ohio
$16.5M -$6.78M -13,300 -29%
MFWM
2214
Motley Fool Wealth Management
Virginia
$16.5M -$2.43M -4,766 -13%
BCFD
2215
Boit C.F. David
$16.5M – – –
BCM
2216
Birch Capital Management
Texas
$16.5M -$499K -978 -3%
CPC
2217
Consolidated Planning Corp
Georgia
$16.4M +$9.44M +18,506 +140%
MFG
2218
Magnus Financial Group
New York
$16.4M +$299K +586 +2%
SCP
2219
Shorepoint Capital Partners
Massachusetts
$16.4M +$16.1M +31,574 New
SFGP
2220
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.4M +$1.09M +2,146 +7%
LOAME
2221
Lombard Odier Asset Management (Europe)
United Kingdom
$16.3M +$6.43M +12,597 +66%
A
2222
Argentarii
Ohio
$16.3M +$6.12K +12 +0%
CC
2223
Clearline Capital
New York
$16.3M – – –
FWA
2224
FSM Wealth Advisors
Ohio
$16.3M +$1.07M +2,095 +7%
UAG
2225
United Advisor Group
Ohio
$16.3M +$3.57M +6,996 +29%
87 88
89
90 91