We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
3001
Reston Wealth Management
Virginia
$44.4K +$37.8K +261 New
MS
3002
Mizuho Securities
Japan
$44.3K -$59.4K -410 -61%
A
3003
AlphaQuest
New York
$44K -$3.91K -27 -9%
SA
3004
SRH Advisors
Kansas
$42.9K – – –
BFA
3005
BBJS Financial Advisors
Washington
$42.6K – – –
PCWA
3006
Pacific Capital Wealth Advisors
California
$41.9K -$145 -1 -0.4%
AP
3007
Aspect Partners
Virginia
$40K – – –
RDFA
3008
Ritter Daniher Financial Advisory
Ohio
$40K – – –
RDIA
3009
RE Dickinson Investment Advisors
Iowa
$39.5K – – –
IAS
3010
IMA Advisory Services
Colorado
$38.9K +$33K +228 New
ZRP
3011
Zynergy Retirement Planning
New Jersey
$38.3K – – –
VWA
3012
Valued Wealth Advisors
Utah
$37K +$3.62K +25 +13%
FGA
3013
Fortis Group Advisors
New Jersey
$36.3K – – –
TAM
3014
Tucker Asset Management
Colorado
$35.1K -$25.9K -179 -46%
WCM
3015
Westend Capital Management
California
$34.4K – – –
DI
3016
DAGCO Inc
Ohio
$34.1K – – –
LWA
3017
Lowe Wealth Advisors
Maryland
$34.1K – – –
DCM
3018
Disciplina Capital Management
Tennessee
$32.4K +$27.5K +190 New
BL
3019
BFSG LLC
California
$30.6K – – –
GWMI
3020
Guardian Wealth Management (Illinois)
Illinois
$30K – – –
HWM
3021
HighMark Wealth Management
Minnesota
$29.7K – – –
CCMI
3022
Creative Capital Management Investments
California
$29K – – –
KPP
3023
Kings Path Partners
Texas
$28.8K – – –
LOIP
3024
Live Oak Investment Partners
Texas
$28.5K – – –
LFA
3025
Legend Financial Advisors
Pennsylvania
$26.8K – – –