We are live on ! Find out more
ORCL icon

Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3076
Abound Wealth Management
Tennessee
$119K -$4.72K -29 -3%
SHF
3077
Safe Harbor Fiduciary
Florida
$118K – – –
OAJ
3078
Ogorek Anthony Joseph
New York
$118K +$53.4K +328 +64%
PFG
3079
Putney Financial Group
California
$118K -$163K -999 -54%
AWM
3080
Avondale Wealth Management
Texas
$117K +$87.9K +540 +180%
CIA
3081
Cape Investment Advisory
Georgia
$115K -$2.93K -18 -2%
DF
3082
Dunhill Financial
United Kingdom
$113K -$44.3K -272 -25%
DF
3083
DecisionPoint Financial
Arizona
$113K – – –
CWC
3084
Carolinas Wealth Consulting
North Carolina
$112K -$69.2K -425 -35%
SCA
3085
Stuart Chaussee & Associates
California
$112K – – –
PAG
3086
Paladin Advisory Group
Iowa
$110K – – –
FC
3087
Fairscale Capital
New Hampshire
$108K -$11.7K -72 -9%
EI
3088
eCIO Inc
Wisconsin
$108K +$125K +770 New
TWD
3089
True Wealth Design
Ohio
$107K -$3.42K -21 -3%
BGAI
3090
Bruce G. Allen Investments
Colorado
$107K -$20.8K -128 -14%
OW
3091
Olistico Wealth
Oklahoma
$107K +$326 +2 +0.3%
API
3092
Asset Planning Inc
California
$106K +$8.14K +50 +7%
CCMI
3093
Creative Capital Management Investments
California
$106K – – –
MWM
3094
Mascoma Wealth Management
New Hampshire
$102K – – –
IAS
3095
IMA Advisory Services
Colorado
$102K +$119K +730 New
CIAS
3096
CBIZ Investment Advisory Services
Ohio
$101K +$19.4K +119 +20%
BWAM
3097
Boyd Watterson Asset Management
Ohio
$101K – – –
SFCL
3098
Strengthening Families & Communities LLC
Massachusetts
$100K – – –
CWM
3099
Crowley Wealth Management
Delaware
$97.9K – – –
EMFAT
3100
Emerald Mutual Fund Advisers Trust
Pennsylvania
$96.5K -$13.2K -81 -11%
122 123
124
125 126