We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
5751
JDH Wealth Management
California
$690K -$3.51K -7 -0.5%
BA
5752
BCM Advisors
Louisiana
$690K +$5.01K +10 +0.7%
PPW
5753
PACK Private Wealth
Minnesota
$689K – – –
OA
5754
Oceanside Advisors
South Carolina
$689K – – –
WCM
5755
Wealthcare Capital Management
Virginia
$688K -$14K -28 -2%
PA
5756
Prosperity Advisers
Pennsylvania
$688K +$713K +1,423 New
RFA
5757
RTD Financial Advisors
Pennsylvania
$687K -$156K -311 -18%
SAM
5758
Stenahm Asset Management
Guernsey
$687K – – –
JESC
5759
J.E. Simmons & Co
Texas
$686K +$711K +1,418 New
CFP
5760
Cypress Financial Planning
New Jersey
$685K +$6.51K +13 +0.9%
RIG
5761
Ramiah Investment Group
Wisconsin
$684K +$46.1K +92 +7%
CFG
5762
Cornerstone Financial Group
Nebraska
$683K -$173K -345 -20%
MWA
5763
Merkkuri Wealth Advisors
New York
$683K +$38.6K +77 +6%
SA
5764
SoundView Advisors
Washington
$682K -$4.97M -9,915 -88%
LFG
5765
Lockerman Financial Group
California
$682K -$1.62M -3,234 -70%
NLWP
5766
Next Level Wealth Planning
Idaho
$682K -$5.01K -10 -0.7%
BWM
5767
BCGM Wealth Management
Indiana
$680K -$27.1K -54 -4%
FCG
5768
Financial Connections Group
California
$680K -$15.5K -31 -2%
AWM
5769
Altus Wealth Management
Kentucky
$680K -$9.52K -19 -1%
TPW
5770
Tiller Private Wealth
Pennsylvania
$679K +$2.51K +5 +0.4%
AAS
5771
Asset Allocation Strategies
Michigan
$678K +$14.5K +29 +2%
MCA
5772
Martin Capital Advisors
Texas
$677K – – –
PCM
5773
Polymer Capital Management
New York
$677K +$702K +1,400 New
OCM
5774
Objective Capital Management
Ohio
$673K +$50.1K +100 +8%
BCM
5775
Bancreek Capital Management
California
$673K +$697K +1,391 New
229 230
231
232 233