We are live on ! Find out more
MSFT icon

Microsoft
MSFT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2001
BBR Partners
New York
$3.65M -$7.73M -60,879 -69%
CWS
2002
Cypress Wealth Services
California
$3.65M +$198K +1,558 +6%
ACM
2003
Alpha Capital Management
Texas
$3.65M -$9.9K -78 -0.3%
LFGH
2004
Lee Financial Group Hawaii
Hawaii
$3.65M +$2.43M +19,177 +239%
MIC
2005
Meridian Investment Counsel
California
$3.65M -$3.56K -28 -0.1%
OAM
2006
Occidental Asset Management
California
$3.64M +$44.2K +348 +1%
CC
2007
Cognios Capital
Kansas
$3.63M -$90.9K -716 -3%
LCAM
2008
Lee Capital Asset Management
New York
$3.62M -$4.87M -38,350 -59%
GIM
2009
Guardian Investment Management
California
$3.62M -$56.5K -445 -2%
CAIMH
2010
Central Asset Investments & Management Holdings
Hong Kong
$3.61M -$1.12M -8,855 -25%
AIM
2011
AMI Investment Management
Indiana
$3.6M +$11.9K +94 +0.4%
S
2012
SimplyRich
California
$3.6M – – –
PWA
2013
Providence Wealth Advisors
Illinois
$3.59M -$107K -842 -3%
ATC
2014
Adirondack Trust Company
New York
$3.59M +$13.3K +105 +0.4%
MCM
2015
Marathon Capital Management
Maryland
$3.58M -$183K -1,443 -5%
BCWM
2016
Blue Chip Wealth Management
Florida
$3.56M +$111K +871 +3%
EWM
2017
Endurance Wealth Management
Rhode Island
$3.56M +$185K +1,455 +6%
UCMOK
2018
United Capital Management of KS
Kansas
$3.56M +$709K +5,582 +27%
SSA
2019
South Street Advisors
New York
$3.55M +$138K +1,090 +4%
PV
2020
Private Vista
Illinois
$3.55M +$113K +893 +3%
BPA
2021
Beacon Pointe Advisors
California
$3.54M -$2.47M -19,429 -42%
NFG
2022
Nadler Financial Group
Illinois
$3.54M -$19.9K -157 -0.6%
TRCT
2023
Tower Research Capital (TRC)
New York
$3.54M -$12.8M -100,485 -79%
PI
2024
PFS Investments
Georgia
$3.53M +$1.94M +15,248 +145%
IIA
2025
IPG Investment Advisors
California
$3.53M -$88.1K -694 -3%
79 80
81
82 83