We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3401
Concentrum Wealth Management
California
$3.18M +$84K +268 +3%
IA
3402
IAM Advisory
Pennsylvania
$3.16M +$87.8K +280 +3%
OFW
3403
Omnia Family Wealth
Florida
$3.15M -$12.5K -40 -0.4%
CCA
3404
Column Capital Advisors
Indiana
$3.15M +$326K +1,039 +13%
GAMC
3405
Garner Asset Management Corp
Texas
$3.15M -$497K -1,587 -15%
NAS
3406
NWF Advisory Services
California
$3.15M – – –
PW
3407
Peninsula Wealth
California
$3.14M +$57.7K +184 +2%
IWP
3408
Invenio Wealth Partners
Florida
$3.14M +$2.89M +9,225 New
WRPWM
3409
Werba Rubin Papier Wealth Management
California
$3.14M +$327K +1,042 +13%
KOMWMG
3410
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.14M -$140K -447 -5%
MWM
3411
Massachusetts Wealth Management
Massachusetts
$3.13M +$39.2K +125 +1%
ITIM
3412
Indiana Trust & Investment Management
Indiana
$3.13M -$35.4K -113 -1%
WIM
3413
Waycross Investment Management
Washington
$3.12M -$23.2K -74 -0.8%
GWI
3414
Grace & White Inc
New York
$3.12M – – –
KAM
3415
Karani Asset Management
New York
$3.11M +$168K +536 +6%
GC
3416
Guidance Capital
Kentucky
$3.11M +$3.04M +9,698 New
TCPWM
3417
Traverso Chambers Private Wealth Management
California
$3.11M -$9.72K -31 -0.3%
CCM
3418
Conway Capital Management
California
$3.1M +$43.9K +140 +2%
CCB
3419
Cutter & Co Brokerage
Missouri
$3.1M +$18.5K +59 +0.7%
ECAM
3420
East Coast Asset Management
Massachusetts
$3.1M -$139K -445 -5%
IWA
3421
Intercontinental Wealth Advisors
Texas
$3.09M -$757K -2,415 -21%
IAIM
3422
Industrial Alliance Investment Management
Quebec, Canada
$3.08M -$275M -876,723 -99%
GJIA
3423
Glass Jacobson Investment Advisors
Maryland
$3.08M +$2.84M +9,050 New
LB
3424
Legacy Bridge
Iowa
$3.08M +$89.3K +285 +3%
PCM
3425
Pointe Capital Management
Michigan
$3.08M -$37.3K -119 -1%
135 136
137
138 139