Institutional Owners for MSFT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
EVERHART FINANCIAL GROUP INC COM 3551 $981,000 4,411 0.91 4,411 +Inf 12-31-2020
PETERSON WEALTH ADVISORS LLC COM 3552 $979,000 4,402 0.43 0.49 -176 -3.84 12-31-2020
AUA CAPITAL MANAGEMENT LLC COM 3553 $977,000 4,393 0.70 0.74 743 20.36 12-31-2020
CONSOLIDATED PLANNING CORP COM 3554 $976,000 4,392 0.64 0.68 39 0.90 12-31-2020
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