We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WI
1101
WBI Investments
New Jersey
$838K +$795K +15,609 New
CPA
1102
Clear Perspective Advisors
Illinois
$833K -$127K -2,489 -14%
AL
1103
Aspiriant LLC
California
$833K -$88.4K -1,735 -10%
FFWA
1104
FRG Family Wealth Advisors
Washington
$828K -$243K -4,770 -24%
AWM
1105
Altium Wealth Management
New York
$828K +$67.6K +1,327 +9%
FWM
1106
Fairhaven Wealth Management
Illinois
$820K -$27.6K -541 -3%
UAS
1107
United Asset Strategies
New York
$820K +$38.2K +750 +5%
BCM
1108
Breiter Capital Management
Florida
$818K -$4.69K -92 -0.5%
BA
1109
Bennicas & Associates
California
$816K -$117K -2,300 -13%
MC
1110
Moors & Cabot
Massachusetts
$816K -$92.9K -1,824 -11%
LC
1111
LCNB Corp
Ohio
$815K -$79K -1,550 -9%
SMC
1112
Smith, Moore & Co
Missouri
$815K +$22.1K +433 +3%
RC
1113
Roundview Capital
New Jersey
$806K -$10.7K -210 -1%
SJIM
1114
St. Johns Investment Management
Florida
$801K -$8.97K -176 -1%
AF
1115
Advisornet Financial
Minnesota
$797K -$27.8K -545 -4%
MFBTD
1116
MB Financial Bank - Trust Department
Illinois
$796K -$279K -5,467 -27%
SRC
1117
Sage Rhino Capital
California
$792K +$751K +14,743 New
FNBT
1118
FineMark National Bank & Trust
Florida
$788K -$372K -7,302 -33%
SIAP
1119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$785K
BOS
1120
Bank of Stockton
California
$781K +$93.5K +1,835 +14%
FI
1121
Fosun International
China
$779K
BS
1122
Boenning & Scattergood
Pennsylvania
$766K +$395K +7,761 +119%
MWM
1123
Mission Wealth Management
California
$762K +$31.1K +610 +4%
IWC
1124
Integrated Wealth Concepts
Massachusetts
$753K +$59.1K +1,161 +9%
VWM
1125
Venturi Wealth Management
Texas
$750K +$27.1K +532 +4%