We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3476
Wealthcare Capital Management
Virginia
$315K +$38K +181 +14%
BA
3477
Ballew Advisors
Mississippi
$314K +$4.83K +23 +2%
FWCM
3478
First Western Capital Management
California
$308K -$2.52K -12 -0.8%
RP
3479
Reinhart Partners
Wisconsin
$306K – – –
C1AG
3480
Client 1st Advisory Group
Florida
$305K -$14.7K -70 -5%
PP
3481
Peconic Partners
New York
$304K – – –
JFG
3482
JMG Financial Group
Illinois
$304K +$7.14K +34 +2%
ECM
3483
Ensemble Capital Management
California
$301K +$300K +1,430 New
SC
3484
Steph & Co
Wisconsin
$300K -$15.1K -72 -5%
CSIA
3485
Charles Schwab Investment Advisory
California
$300K +$65.3K +311 +28%
SG
3486
Strid Group
Pennsylvania
$297K – – –
TWP
3487
Total Wealth Planning
Ohio
$297K +$420 +2 +0.1%
TC
3488
Tatro Capital
Kentucky
$297K +$9.45K +45 +3%
MWM
3489
McNaughton Wealth Management
California
$296K +$296K +1,408 New
DMK
3490
David M. Knott
$294K – – –
HWA
3491
Heartwood Wealth Advisors
Virginia
$294K – – –
RHJA
3492
Rice Hall James & Associates
California
$294K – – –
SFPG
3493
Stonebridge Financial Planning Group
Florida
$291K -$44.3K -211 -14%
NCP
3494
NexWave Capital Partners
New York
$289K – – –
IWP
3495
Insight Wealth Partners
Texas
$288K +$288K +1,371 New
BWI
3496
Beacon Wealthcare Inc
North Carolina
$287K -$3.15K -15 -1%
SFA
3497
Spectrum Financial Alliance
Kentucky
$286K – – –
SWM
3498
Shakespeare Wealth Management
Wisconsin
$285K -$103K -491 -27%
TPW
3499
Tiller Private Wealth
Pennsylvania
$283K +$2.31K +11 +0.8%
MAP
3500
Milestone Advisory Partners
North Carolina
$280K -$28.8K -137 -9%
138 139
140
141 142