We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
2001
Vista Capital Partners
Oregon
$533K +$179K +3,169 +52%
CAL
2002
Capital Advisors Ltd
Ohio
$530K – – –
RPA
2003
Rock Point Advisors
Vermont
$529K – – –
KTC
2004
Kistler-Tiffany Companies
Pennsylvania
$529K +$20K +355 +4%
DBG
2005
De Burlo Group
Massachusetts
$528K – – –
WC
2006
Wexford Capital
Florida
$524K – – –
CWM
2007
Cedar Wealth Management
California
$520K +$9.99K +177 +2%
VCM
2008
Vigilant Capital Management
Maine
$518K +$89.3K +1,582 +21%
NCM
2009
Nelson Capital Management
California
$516K +$142K +2,520 +39%
SFS
2010
Summit Financial Strategies
Ohio
$510K -$322K -5,699 -39%
GHAM
2011
Gilman Hill Asset Management
Connecticut
$508K -$54K -956 -10%
KA
2012
Klingman & Associates
New York
$506K – – –
TCM
2013
Traynor Capital Management
Pennsylvania
$505K -$52.7K -934 -10%
FUBT
2014
First United Bank & Trust
Maryland
$504K +$46.3K +820 +10%
WA
2015
Waverly Advisors
Alabama
$503K +$48.3K +855 +11%
NFC
2016
Northeast Financial Consultants
Connecticut
$501K – – –
DWM
2017
Destination Wealth Management
California
$500K +$154K +2,730 +46%
NCM
2018
Noesis Capital Mangement
Florida
$493K +$27.7K +491 +6%
GWI
2019
Grace & White Inc
New York
$489K – – –
MBA
2020
McQueen Ball & Associates
Pennsylvania
$486K – – –
NAM
2021
Nichols Asset Management
Massachusetts
$484K – – –
IOOF
2022
Independent Order of Foresters
Ontario, Canada
$481K – – –
PSC
2023
Prentiss Smith & Co
Vermont
$479K – – –
ARM
2024
Adirondack Research & Management
New York
$478K – – –
HFS
2025
Haverford Financial Services
Pennsylvania
$477K -$4.35K -77 -0.9%
79 80
81
82 83