We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
2526
Keystone Wealth Services
California
$266K +$11.4K +92 +5%
MWA
2527
MN Wealth Advisors
Kansas
$266K +$10.7K +86 +5%
CL
2528
CSS LLC
Illinois
$265K -$534K -4,300 -70%
WWP
2529
WR Wealth Planners
Missouri
$265K +$5.22K +42 +2%
PA
2530
PFW Advisors
Georgia
$264K – – –
HWM
2531
Hemington Wealth Management
Virginia
$264K +$13K +105 +6%
CA
2532
Carson Advisory
Georgia
$264K -$13.3K -107 -5%
LIM
2533
Letson Investment Management
Georgia
$264K – – –
VAF
2534
Values Added Financial
District of Columbia
$263K +$2.36K +19 +1%
CP
2535
Castleview Partners
Texas
$263K +$171K +1,376 +283%
PIAS
2536
PCA Investment Advisory Services
Ohio
$263K +$373 +3 +0.2%
AWA
2537
Adapt Wealth Advisors
Georgia
$263K -$86.3K -695 -27%
FNWA
2538
Financial Network Wealth Advisors
Utah
$263K +$993 +8 +0.4%
DCM
2539
Dudley Capital Management
Virginia
$262K – – –
ACP
2540
Aveo Capital Partners
Colorado
$262K -$85.4K -688 -27%
ACA
2541
Aspire Capital Advisors
Washington
$262K -$20.6K -166 -8%
JGIA
2542
Jackson Grant Investment Advisers
Connecticut
$261K – – –
GRA
2543
Golden Road Advisors
Florida
$261K +$4.72K +38 +2%
SN
2544
Sittner & Nelson
Oregon
$261K +$21.5K +173 +10%
OCM
2545
Osterweis Capital Management
California
$261K – – –
OWMIAS
2546
One Wealth Management Investment & Advisory Services
Florida
$259K +$228K +1,837 New
GWWM
2547
Great Waters Wealth Management
Minnesota
$259K +$4.1K +33 +2%
IIA
2548
IPG Investment Advisors
California
$256K +$225K +1,811 New
AA
2549
Advisory Alpha
Michigan
$255K +$224K +1,803 New
MWA
2550
MFA Wealth Advisors
Pennsylvania
$254K – – –