ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1676
Paragon Private Wealth Management
Kentucky
$1.19M -$228K -1,405 -15%
FFA
1677
Fragasso Financial Advisors
Pennsylvania
$1.19M -$990K -6,090 -43%
MRI
1678
Mad River Investors
Massachusetts
$1.18M – – –
WWM
1679
Whalen Wealth Management
Nevada
$1.18M +$369K +2,270 +39%
PE
1680
PCM Encore
Colorado
$1.18M +$140K +864 +12%
OPWM
1681
Oakwell Private Wealth Management
Texas
$1.18M +$134K +824 +11%
SWA
1682
SOA Wealth Advisors
New York
$1.18M -$90.1K -554 -6%
OIA
1683
Oakmont Investment Advisors
Pennsylvania
$1.18M +$1.3M +8,022 New
SGI
1684
Summit Global Investments
Utah
$1.18M +$1.3K +8 +0.1%
FPCP
1685
Fort Point Capital Partners
California
$1.18M +$367K +2,260 +39%
GPFA
1686
Game Plan Financial Advisors
Ohio
$1.17M -$114K -699 -8%
CIM
1687
CIM Investment Management
Pennsylvania
$1.17M -$6.01K -37 -0.5%
OFS
1688
Orrstown Financial Services
Pennsylvania
$1.17M +$119K +732 +10%
GIM
1689
Goelzer Investment Management
Indiana
$1.17M +$119K +730 +10%
TWM
1690
TRB Wealth Management
Texas
$1.17M +$1.29M +7,932 New
MCCA
1691
Mill Creek Capital Advisors
Pennsylvania
$1.17M +$14K +86 +1%
DCM
1692
DGS Capital Management
New Jersey
$1.16M +$90.9K +559 +8%
LRPA
1693
L. Roy Papp & Associates
Arizona
$1.16M -$83.7K -515 -6%
QWP
1694
Quotient Wealth Partners
Texas
$1.16M -$113K -694 -8%
BAM
1695
Byrne Asset Management
New Jersey
$1.16M +$429K +2,641 +50%
GAM
1696
Gemmer Asset Management
California
$1.16M -$21.1K -130 -2%
EWA
1697
Etesian Wealth Advisors
Oregon
$1.16M -$76.9K -473 -6%
CIC
1698
Chilton Investment Company
Connecticut
$1.16M -$219K -1,348 -15%
FFA
1699
Founders Financial Alliance
North Carolina
$1.16M +$97K +597 +8%
AA
1700
Acorns Advisers
California
$1.16M +$349K +2,144 +37%