We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1451
Paulson Wealth Management
Illinois
$446K +$34.1K +526 +10%
WFA
1452
West Financial Advisors
Iowa
$445K -$1.23K -19 -0.3%
HFM
1453
Harvest Fund Management
China
$445K +$73K +1,127 +22%
OR
1454
Olympiad Research
Connecticut
$442K +$8.87K +137 +2%
SICM
1455
Sustainable Insight Capital Management
New York
$441K -$84.2K -1,300 -17%
MFW
1456
Meristem Family Wealth
Minnesota
$440K – – –
NP
1457
NorthRock Partners
Minnesota
$439K +$110K +1,692 +37%
KTC
1458
Kistler-Tiffany Companies
Pennsylvania
$436K +$16K +247 +4%
HIMC
1459
Heritage Investors Management Corp
Maryland
$435K -$6.47K -100 -2%
WWM
1460
Windsor Wealth Management
Indiana
$435K +$842 +13 +0.2%
AIM
1461
Alhambra Investment Management
Florida
$435K +$19.4K +300 +5%
FAIM
1462
Financial Advocates Investment Management
Washington
$434K -$25.1K -387 -6%
T
1463
TOBAM
France
$434K +$70.1K +1,082 +21%
BWM
1464
Baystate Wealth Management
Massachusetts
$434K +$217K +3,344 +118%
RPWA
1465
Regent Peak Wealth Advisors
Georgia
$433K -$1.21M -18,745 -75%
DW
1466
Domani Wealth
Pennsylvania
$431K -$6.02K -93 -1%
CCP
1467
Clarkston Capital Partners
Michigan
$431K – – –
CWA
1468
Canvas Wealth Advisors
Kansas
$431K +$367K +5,668 New
RWP
1469
Ridgecrest Wealth Partners
California
$431K +$397K +6,138 New
GD
1470
Grandfield & Dodd
New York
$430K – – –
PAS
1471
Professional Advisory Services
Florida
$430K – – –
JWM
1472
JGP Wealth Management
Oregon
$429K – – –
S
1473
Surevest
California
$428K – – –
MSAM
1474
Moloney Securities Asset Management
Missouri
$427K +$394K +6,088 New
SIC
1475
Sigma Investment Counselors
Michigan
$426K – – –