We are live on ! Find out more
MSFT icon

Microsoft

Name Holding Trade Value Shares
Change
Change in
Stake
Level Financial Advisors
5451
Level Financial Advisors
New York
$836K – – –
LPWM LLC
5452
LPWM LLC
Minnesota
$835K +$175K +433 +24%
KFP
5453
Kerr Financial Planning
California
$835K +$809 +2 +0.1%
IAG Wealth Partners
5454
IAG Wealth Partners
Wisconsin
$834K -$11.7K -29 -1%
Tencap Wealth Coaching
5455
Tencap Wealth Coaching
Utah
$832K +$902K +2,230 New
Soundwatch Capital
5456
Soundwatch Capital
Connecticut
$831K -$34.4K -85 -4%
Long Island Wealth Management
5457
Long Island Wealth Management
New York
$830K -$5.26K -13 -0.6%
Greenland Capital Management
5458
Greenland Capital Management
New York
$830K -$121K -300 -12%
Investors Portfolio Services
5459
Investors Portfolio Services
Washington
$829K +$100K +248 +13%
SHFP
5460
Second Half Financial Partners
Florida
$829K -$52.6K -130 -6%
Veratis Advisors
5461
Veratis Advisors
North Carolina
$826K +$896K +2,215 New
L.K. Benson & Company
5462
L.K. Benson & Company
Maryland
$826K +$77.7K +192 +9%
Shrier Wealth Management
5463
Shrier Wealth Management
California
$826K -$809 -2 -0.1%
SkyView Investment Advisors
5464
SkyView Investment Advisors
New Jersey
$821K -$4.52M -11,174 -84%
Entruity Wealth
5465
Entruity Wealth
California
$821K +$27.9K +69 +3%
Whipplewood Advisors
5466
Whipplewood Advisors
Colorado
$820K -$1.05M -2,583 -54%
Legacy Advisory Services
5467
Legacy Advisory Services
Pennsylvania
$820K +$434K +1,072 +95%
Summit Financial Consulting
5468
Summit Financial Consulting
Michigan
$819K +$4.45K +11 +0.5%
IWMO
5469
Integrated Wealth Management (Ohio)
Ohio
$818K -$36K -89 -4%
Financial Symmetry
5470
Financial Symmetry
North Carolina
$818K +$158K +390 +22%
Mid-American Wealth Advisory Group
5471
Mid-American Wealth Advisory Group
Missouri
$818K +$507K +1,253 +133%
NMCM
5472
Nicholson Meyer Capital Management
Missouri
$817K -$27.5K -68 -3%
Stone House Investment Management
5473
Stone House Investment Management
Pennsylvania
$814K +$106K +261 +14%
Advantage Trust Company
5474
Advantage Trust Company
Kansas
$812K +$344K +850 +64%
HC
5475
Hoese & Co
Minnesota
$812K +$342K +845 +63%