We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
5001
Guardian Wealth Management (Illinois)
Illinois
$530K – – –
AIS
5002
American Investment Services
Massachusetts
$528K +$72.7K +170 +16%
FOFP
5003
Fee-Only Financial Planning
South Carolina
$528K – – –
BFP
5004
Beacon Financial Planning
Massachusetts
$524K +$427 +1 +0.1%
WFC
5005
Western Financial Corp
California
$521K -$80.4K -188 -13%
MFG
5006
MTM Financial Group
Pennsylvania
$521K – – –
WG
5007
Winton Group
United Kingdom
$516K -$3.46M -8,098 -87%
AFP
5008
Alpha Financial Partners
Kentucky
$513K -$603K -1,410 -54%
EFG
5009
Ehrlich Financial Group
California
$513K -$8.55K -20 -2%
SG
5010
Strid Group
Pennsylvania
$513K – – –
BI
5011
Bramshill Investments
Florida
$512K – – –
HPC
5012
Hobart Private Capital
North Carolina
$510K +$306K +715 +152%
CCM
5013
Cutler Capital Management
Massachusetts
$509K – – –
PGF
5014
Plan Group Financial
Oklahoma
$505K +$173K +405 +53%
LL
5015
LPWM LLC
Minnesota
$502K – – –
BIG
5016
Boothe Investment Group
Delaware
$501K -$85.9K -201 -15%
TVM
5017
True Vision MN
Minnesota
$501K -$72.7K -170 -13%
CAG
5018
Compass Advisory Group
New York
$492K -$95.3K -223 -16%
AFTS
5019
American Financial & Tax Strategies
New York
$490K +$4.28K +10 +0.9%
MC
5020
McCarthy & Cox
Ohio
$484K +$18K +42 +4%
MCA
5021
Maryland Capital Advisors
Maryland
$482K +$141K +330 +42%
KP
5022
Kitching Partners
Pennsylvania
$481K +$478K +1,118 New
WI
5023
WJ Interests
Texas
$480K +$50.4K +118 +12%
MF
5024
Magnetar Financial
Illinois
$480K +$196K +458 +70%
FWM
5025
FMA Wealth Management
Massachusetts
$479K -$42.7K -100 -8%
199 200
201
202 203