We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
5701
White Wing Wealth Management
Texas
$300K +$30.7K +72 +11%
SFA
5702
Spectrum Financial Alliance
Kentucky
$299K – – –
NEPPG
5703
New England Professional Planning Group
Rhode Island
$299K +$31.5K +74 +12%
AWA
5704
Aquire Wealth Advisors
Utah
$299K -$3.41K -8 -1%
FIS
5705
Fischer Investment Strategies
California
$298K +$21.7K +51 +8%
TIM
5706
Thor Investment Management
Ohio
$297K +$7.67K +18 +3%
PWAC
5707
Private Wealth Advisors (California)
California
$296K +$426 +1 +0.1%
JFG
5708
JDM Financial Group
Texas
$295K -$36.2K -85 -11%
LAMC
5709
Longview Asset Management (California)
California
$295K +$298K +699 New
SC
5710
Skylands Capital
Wisconsin
$293K -$21.3K -50 -7%
KSWA
5711
Kathleen S. Wright Associates
Pennsylvania
$292K – – –
CP
5712
Camelot Portfolios
Ohio
$292K -$60.9K -143 -17%
MWP
5713
MYCIO Wealth Partners
Pennsylvania
$291K -$37.5K -88 -11%
PFA
5714
Portland Financial Advisors
New York
$291K +$294K +690 New
SPWM
5715
Straight Path Wealth Management
Michigan
$290K -$5.54K -13 -2%
1NWS
5716
1 North Wealth Services
Maryland
$288K +$291K +683 New
EPM
5717
Elm Partners Management
Pennsylvania
$288K +$90.3K +212 +45%
CSC
5718
Cove Street Capital
California
$287K – – –
SWA
5719
Safir Wealth Advisors
New Hampshire
$287K – – –
GS
5720
Gagnon Securities
New York
$287K +$27.7K +65 +11%
FA
5721
Financial Alternatives
California
$286K -$7.24K -17 -2%
DGI
5722
Disciplined Growth Investors
Minnesota
$286K – – –
PAG
5723
Poinciana Advisors Group
Florida
$286K +$289K +679 New
SWM
5724
Stapp Wealth Management
Washington
$285K -$2.13K -5 -0.7%
GCM
5725
Garland Capital Management
Washington
$285K +$288K +675 New
227 228
229
230 231