We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
3901
Core Wealth Advisors (Florida)
Florida
$322K -$13.7K -47 -4%
NEGWA
3902
New England Guild Wealth Advisors
Connecticut
$320K +$291 +1 +0.1%
HG
3903
Harbor Group
New Hampshire
$319K – – –
WC
3904
Weil Company
California
$318K – – –
SWM
3905
Shakespeare Wealth Management
Wisconsin
$315K +$53.8K +185 +20%
DGI
3906
Disciplined Growth Investors
Minnesota
$313K -$2.91K -10 -0.9%
TFA
3907
Tobias Financial Advisors
Florida
$312K -$11.6K -40 -3%
JWS
3908
Juncture Wealth Strategies
Arizona
$311K -$413K -1,420 -56%
CB
3909
Cooke & Bieler
Pennsylvania
$310K – – –
NIA
3910
NIA Impact Advisors
California
$310K +$291 +1 +0.1%
KIG
3911
Kessler Investment Group
Indiana
$309K +$314K +1,078 +5,674%
DWA
3912
Dorsey Wright & Associates
California
$307K +$316K +1,087 New
WFPG
3913
Waller Financial Planning Group
Ohio
$306K +$47.7K +164 +18%
AIS
3914
American Investment Services
Massachusetts
$305K +$31.7K +109 +11%
RHJA
3915
Rice Hall James & Associates
California
$302K – – –
YMRC
3916
Yorktown Management & Research Company
Virginia
$302K – – –
FAM
3917
Fulcrum Asset Management
United Kingdom
$301K – – –
FSWA
3918
Financial Synergies Wealth Advisors
Texas
$299K +$46.8K +161 +18%
TI
3919
Telemetry Investments
New York
$297K +$45.1K +155 +17%
LAM
3920
Lountzis Asset Management
Pennsylvania
$296K – – –
FCT
3921
Family Capital Trust
Massachusetts
$296K – – –
JWM
3922
Jackson Wealth Management
Florida
$291K +$3.82M +13,144 +8%
MAP
3923
Milestone Advisory Partners
North Carolina
$288K -$66.9K -230 -18%
WFA
3924
Websterrogers Financial Advisors
South Carolina
$285K – – –
HCA
3925
Hyperion Capital Advisors
New York
$284K – – –
155 156
157
158 159