We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1376
Secure Asset Management
Michigan
$1.85M +$385K +2,365 +22%
1NWS
1377
1 North Wealth Services
Maryland
$1.85M -$49.7K -305 -2%
CPW
1378
Cove Private Wealth
New York
$1.84M +$4.07K +25 +0.2%
SWM
1379
SeaCrest Wealth Management
New York
$1.84M -$178K -1,092 -8%
Forum Financial Management
1380
Forum Financial Management
Illinois
$1.84M -$147K -900 -6%
M
1381
Mirova
France
$1.84M -$846K -5,197 -28%
J. Safra Sarasin Holding
1382
J. Safra Sarasin Holding
$1.84M -$1.76M -10,829 -45%
GAG
1383
GM Advisory Group
New York
$1.83M +$24.1K +148 +1%
FA
1384
Fiduciary Alliance
South Carolina
$1.83M -$4.06M -24,923 -66%
EFG
1385
Everhart Financial Group
Ohio
$1.83M +$44.6K +274 +2%
MGWM
1386
Marks Group Wealth Management
Minnesota
$1.82M -$23K -141 -1%
RBF Capital
1387
RBF Capital
California
$1.82M +$494K +3,032 +30%
Advance Capital Management
1388
Advance Capital Management
Michigan
$1.82M +$12.7K +78 +0.6%
AF
1389
Ally Financial
Michigan
$1.82M +$2.12M +13,000 New
SP
1390
Stablepoint Partners
Massachusetts
$1.81M -$54.4K -334 -3%
EFL
1391
ERn Financial LLC
Wisconsin
$1.81M -$40.2K -247 -2%
GIM
1392
Gold Investment Management
Alberta, Canada
$1.8M +$38.3K +235 +2%
FNBSF
1393
First National Bank Sioux Falls
South Dakota
$1.79M – – –
MW
1394
Marcum Wealth
Ohio
$1.78M +$14.3K +88 +0.7%
SB
1395
Strategic Blueprint
Georgia
$1.78M +$1.16M +7,098 +126%
PGWM
1396
Parisi Gray Wealth Management
New Jersey
$1.78M +$34.5K +212 +2%
FCFC
1397
First Commonwealth Financial Corp
Pennsylvania
$1.78M +$243K +1,493 +13%
TCCM
1398
Timber Creek Capital Management
Massachusetts
$1.77M – – –
ST
1399
Spinnaker Trust
Maine
$1.77M – – –
KCFA
1400
Key Client Fiduciary Advisors
New Jersey
$1.76M +$14K +86 +0.7%