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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3026
Cohen & Steers
New York
$23K -$17.7K -122 -47%
AAG
3027
Accordant Advisory Group
Maryland
$22.2K +$724 +5 +4%
CWA
3028
Carolina Wealth Advisors
South Carolina
$21.6K +$12.6K +87 +218%
BFP
3029
Briaud Financial Planning
Texas
$21K
W
3030
WealthCollab
Washington
$20.8K +$12K +83 +213%
SHIM
3031
Stone House Investment Management
Pennsylvania
$20.1K +$4.34K +30 +34%
CMP
3032
Coston McIsaac & Partners
Maine
$19K
CMA
3033
Cedar Mountain Advisors
Oregon
$17.8K
TCA
3034
Trifecta Capital Advisors
Illinois
$17.6K
ACM
3035
Anfield Capital Management
California
$17K +$14.5K +100 New
WAS
3036
Winch Advisory Services
Wisconsin
$16.6K
TFM
3037
TFC Financial Management
Massachusetts
$15.8K
TCM
3038
TD Capital Management
Tennessee
$15.4K +$13K +90 New
HWM
3039
Horizons Wealth Management
North Carolina
$12.3K
MDCM
3040
Morgan Dempsey Capital Management
Wisconsin
$12.3K
MIFH
3041
Migdal Insurance & Financial Holdings
Israel
$12K -$68.9K -476 -87%
FG
3042
Fairman Group
Pennsylvania
$11.9K
SIS
3043
Strategic Investment Solutions
Illinois
$11.2K +$9.56K +66 New
AFWM
3044
Abich Financial Wealth Management
Virginia
$10.5K -$75.8K -523 -89%
IHWM
3045
Iron Horse Wealth Management
Iowa
$9.03K +$4.34K +30 +130%
GI
3046
GS Investments
Minnesota
$8.52K
RF
3047
Robinswood Financial
Washington
$8.52K
PP
3048
PFS Partners
New Jersey
$8.18K
UIA
3049
Ulland Investment Advisors
Minnesota
$8K
LIM
3050
Longfellow Investment Management
Massachusetts
$7.5K