We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4251
EPIQ Partners
Minnesota
$537K -$269K -831 -34%
APC
4252
Asset Planning Corporation
Tennessee
$537K +$27.6K +85 +6%
C1AG
4253
Client 1st Advisory Group
Florida
$536K -$67.1K -207 -12%
ONGA
4254
O'Neil Global Advisors
California
$530K -$366K -1,130 -42%
SEM
4255
Strategic Equity Management
Arizona
$528K +$88.2K +272 +21%
LTL
4256
Lowery Thomas LLC
California
$527K +$508K +1,567 New
TM
4257
Titan Managers
Arizona
$525K +$506K +1,562 New
MRWM
4258
ML&R Wealth Management
Texas
$524K +$505K +1,557 New
TF
4259
Theory Financial
Colorado
$524K +$505K +1,559 New
AWM
4260
Avondale Wealth Management
Texas
$523K -$16.9K -52 -3%
BSG
4261
Black Swift Group
Colorado
$517K -$739K -2,279 -60%
GI
4262
Glovista Investments
New Jersey
$517K +$498K +1,537 New
SG
4263
Strid Group
Pennsylvania
$514K -$49K -151 -9%
LIM
4264
Lagoda Investment Management
New York
$513K -$11.3K -35 -2%
SL
4265
Stevard LLC
Illinois
$513K – – –
JFG
4266
JMG Financial Group
Illinois
$511K +$25.9K +80 +6%
HWA
4267
Hilltop Wealth Advisors
North Carolina
$509K – – –
BWA
4268
BlueSky Wealth Advisors
North Carolina
$508K – – –
TP
4269
Truvvo Partners
New York
$508K +$973 +3 +0.2%
BW
4270
Basepoint Wealth
Iowa
$506K +$488K +1,505 New
ASFA
4271
All Season Financial Advisors
Colorado
$505K +$50.9K +157 +12%
JWM
4272
JFG Wealth Management
Colorado
$504K -$15.6K -48 -3%
AAMC
4273
Asset Allocation & Management Company
Illinois
$504K +$486K +1,500 New
LFM
4274
Lumina Fund Management
New York
$504K +$486K +1,500 New
TIM
4275
Triad Investment Management
California
$504K +$486K +1,500 New
169 170
171
172 173