We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1926
Concord Wealth Partners
Virginia
$18.5M +$892K +2,093 +5%
SIP
1927
Stoneridge Investment Partners
Pennsylvania
$18.5M +$694K +1,630 +4%
CA
1928
Continuum Advisory
Idaho
$18.5M +$86K +202 +0.5%
PCMK
1929
Paragon Capital Management (Kansas)
Kansas
$18.5M -$703K -1,650 -4%
HDIM
1930
Hanson & Doremus Investment Management
Vermont
$18.4M +$1.59M +3,726 +9%
SWM
1931
Sendero Wealth Management
Texas
$18.4M +$890K +2,090 +5%
PWG
1932
Portside Wealth Group
Utah
$18.4M +$583K +1,369 +3%
OAM
1933
Occidental Asset Management
California
$18.4M +$1.62M +3,804 +10%
GFP
1934
Gryphon Financial Partners
Ohio
$18.4M -$1.26M -2,957 -6%
BB
1935
Berkshire Bank
Massachusetts
$18.4M +$499K +1,172 +3%
JPMIA
1936
J.P. Marvel Investment Advisors
Massachusetts
$18.4M -$264K -620 -1%
MAWA
1937
Moss Adams Wealth Advisors
Washington
$18.3M +$814K +1,910 +5%
WGC
1938
Watts Gwilliam & Co
Arizona
$18.3M -$257K -604 -1%
HRC
1939
Hoertkorn Richard Charles
$18.3M -$622K -1,460 -3%
SM
1940
STF Management
Texas
$18.3M +$626K +1,470 +4%
VNA
1941
Valley National Advisers
Pennsylvania
$18.2M -$865K -2,030 -4%
JAM
1942
JCIC Asset Management
Ontario, Canada
$18.2M +$128K +301 +0.7%
BA
1943
Baugh & Associates
Georgia
$18.2M +$22.6K +53 +0.1%
MWAM
1944
Manhattan West Asset Management
California
$18.2M +$579K +1,359 +3%
MPCL
1945
My Personal CFO LLC
Washington
$18.1M +$1.98M +4,639 +12%
LWL
1946
Leo Wealth LLC
Texas
$18.1M +$141K +332 +0.8%
PFS
1947
Physicians Financial Services
North Carolina
$18.1M -$12.8K -30 -0.1%
KWM
1948
Keebeck Wealth Management
Illinois
$18.1M -$7.67K -18 -0%
MFA
1949
Mayflower Financial Advisors
Massachusetts
$18M -$109K -257 -0.6%
HDA
1950
Harold Davidson & Associates
California
$18M +$18.2M +42,791 New
76 77
78
79 80