We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
3101
CBIZ Investment Advisory Services
Ohio
$101K +$19.4K +119 +20%
BWAM
3102
Boyd Watterson Asset Management
Ohio
$101K – – –
SFCL
3103
Strengthening Families & Communities LLC
Massachusetts
$100K – – –
CWM
3104
Crowley Wealth Management
Delaware
$97.9K – – –
EMFAT
3105
Emerald Mutual Fund Advisers Trust
Pennsylvania
$96.5K -$13.2K -81 -11%
CPG
3106
Cornerstone Planning Group
New Jersey
$95.8K +$51K +313 +75%
FNWM
3107
Financial Network Wealth Management
Utah
$95K +$111K +680 New
BHWM
3108
Bay Harbor Wealth Management
Maryland
$92.7K -$13.7K -84 -11%
SCB
3109
Saudi Central Bank
Saudi Arabia
$92.3K +$107K +660 New
BG
3110
Bellevue Group
Switzerland
$91.4K – – –
BDPWM
3111
Barnes Dennig Private Wealth Management
Ohio
$87.5K +$102K +626 New
MAFA
3112
MJT & Associates Financial Advisory
Minnesota
$85.1K +$99.2K +609 New
ETS
3113
ESL Trust Services
New York
$83.9K – – –
RFA
3114
Reyes Financial Architecture
California
$83.9K – – –
MHIP
3115
Mountain Hill Investment Partners
New Jersey
$83.9K +$97.7K +600 New
RWS
3116
Retirement Wealth Solutions
Wisconsin
$83.6K -$9.44K -58 -9%
VWA
3117
VSM Wealth Advisory
Maryland
$83.3K – – –
FCT
3118
First Community Trust
Iowa
$81.5K – – –
STB
3119
S&T Bank
Pennsylvania
$80.7K +$4.88K +30 +5%
FPF
3120
First Pacific Financial
Washington
$80.5K -$52.9K -325 -36%
NIM
3121
Nexus Investment Management
Ontario, Canada
$80.4K +$65.1K +400 New
CL
3122
CSS LLC
Illinois
$79.7K +$92.8K +570 New
PWMG
3123
Private Wealth Management Group
New Jersey
$77.8K +$11.7K +72 +15%
LB
3124
Legacy Bridge
Iowa
$73.1K – – –
RPA
3125
Redwood Park Advisors
California
$72.6K – – –