We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
5801
Moody Aldrich Partners
Massachusetts
$645K – – –
SC
5802
Steph & Co
Wisconsin
$645K +$47.6K +95 +8%
BWL
5803
Beacon Wealthcare LLC
North Carolina
$643K -$50.6K -101 -7%
ATC
5804
Advantage Trust Company
Kansas
$642K -$451K -900 -40%
WCM
5805
WealthTrak Capital Management
Virginia
$642K +$68.2K +136 +11%
BAM
5806
Banta Asset Management
California
$641K +$664K +1,326 New
NJBEST
5807
New Jersey Better Educational Savings Trust
New Jersey
$639K – – –
SF
5808
Seek First
California
$638K -$11K -22 -2%
HFA
5809
Highland Financial Advisors
New Jersey
$638K +$60.6K +121 +10%
DWA
5810
Delta Wealth Advisors
Indiana
$637K – – –
KFG
5811
Kingdom Financial Group
Arizona
$635K -$2.29M -4,568 -78%
TPWM
5812
Torrey-Payne Wealth Management
California
$633K +$675K +1,346 New
NA
5813
Networth Advisors
Pennsylvania
$632K +$654K +1,306 New
DFG
5814
Dynamic Financial Group
Iowa
$630K – – –
STFP
5815
Signal Tree Financial Partners
Ohio
$626K -$1K -2 -0.2%
DWM
5816
DKM Wealth Management
California
$626K -$5.01K -10 -0.8%
FJWM
5817
Ferguson Johnson Wealth Management
Maryland
$623K +$646K +1,290 New
MFG
5818
MTM Financial Group
Pennsylvania
$623K – – –
FPCG
5819
Forum Private Client Group
Indiana
$622K -$16K -32 -2%
BG
5820
Bellevue Group
Switzerland
$620K +$541K +1,079 +532%
DC
5821
Diametric Capital
Massachusetts
$617K +$414K +826 +184%
SPIO
5822
Seven Post Investment Office
California
$617K – – –
MSWM
5823
Master's Wealth Management
Pennsylvania
$616K +$420K +838 +192%
LWM
5824
Latko Wealth Management
Illinois
$613K +$81.2K +162 +15%
LAA
5825
Liberty Atlantic Advisors
Texas
$610K +$632K +1,262 New
231 232
233
234 235