We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1201
Consolidated Planning Corp
Georgia
$5.22M +$2.15M +8,436 +83%
AIM
1202
Arcadia Investment Management
Michigan
$5.21M -$303K -1,191 -6%
LNB
1203
Ledyard National Bank
$5.2M -$107K -419 -2%
TAM
1204
Trust Asset Management
Texas
$5.2M – – –
SSI
1205
Scott & Selber Inc
Texas
$5.17M -$57.3K -225 -1%
IWS
1206
Insight Wealth Strategies
California
$5.14M -$183K -720 -4%
CAIM
1207
Catherine Avery Investment Management
Florida
$5.13M -$341K -1,338 -7%
CWM
1208
Cabot Wealth Management
Massachusetts
$5.12M -$94.7K -372 -2%
LFAS
1209
Level Four Advisory Services
Texas
$5.11M -$309K -1,214 -6%
SAG
1210
SageView Advisory Group
California
$5.11M -$271K -1,063 -6%
WAAG
1211
Wealth Alliance Advisory Group
Kansas
$5.09M -$711K -2,791 -13%
GI
1212
GLOBALT Investments
Georgia
$5.08M -$852K -3,347 -16%
QPBE
1213
Quintet Private Bank (Europe)
Luxembourg
$5.08M -$2.5M -9,836 -35%
BG
1214
Bollard Group
Massachusetts
$5.08M +$9.17K +36 +0.2%
PCM
1215
Prelude Capital Management
New York
$5.07M +$3.1M +12,185 +209%
BHC
1216
Bowen Hanes & Co
Florida
$5.07M -$188K -740 -4%
TF
1217
Telligent Fund
Hong Kong
$5.06M +$3.57M +14,000 +350%
PP
1218
PDS Planning
Ohio
$5.05M -$104K -407 -2%
JSW
1219
Journey Strategic Wealth
New Jersey
$5.05M +$54.5K +214 +1%
APP
1220
Avantax Planning Partners
Iowa
$5.05M -$111K -434 -2%
CWG
1221
Cornerstone Wealth Group
North Carolina
$5.05M +$4.07K +16 +0.1%
HIP
1222
Harrell Investment Partners
Texas
$5.02M +$124K +488 +3%
ERIC
1223
Eagle Rock Investment Company
Georgia
$5.01M -$24.2K -95 -0.5%
GC
1224
Grimes & Company
Massachusetts
$5.01M +$1.09M +4,269 +32%
SAM
1225
Shell Asset Management
Netherlands
$4.98M -$5.39M -21,163 -54%