We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1701
DF Dent & Co
Maryland
$273K +$252K +3,889 New
FP
1702
Financial Perspectives
Minnesota
$273K – – –
FFG
1703
Frisch Financial Group
New York
$272K -$5.63K -87 -2%
OA
1704
Oxbow Advisors
Texas
$272K -$3.88K -60 -2%
HIC
1705
Hartline Investment Corp
Illinois
$272K – – –
PFGIA
1706
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$31.1K +481 +14%
BCP
1707
Blue Chip Partners
Michigan
$272K +$77.8K +1,202 +45%
PWMAG
1708
Pinnacle Wealth Management Advisory Group
New Jersey
$270K -$23.6K -365 -9%
SFG
1709
Summit Financial Group
West Virginia
$270K -$7.77K -120 -3%
SWA
1710
Sax Wealth Advisors
New Jersey
$269K – – –
BC
1711
Bridgefront Capital
Texas
$268K -$182K -2,804 -42%
TWM
1712
TriaGen Wealth Management
California
$268K -$32.4K -500 -12%
IP
1713
Innovative Portfolios
Indiana
$268K +$247K +3,818 New
FCFC
1714
First Citizens Financial Corp
Iowa
$267K -$12.9K -200 -5%
EA
1715
Eclectic Associates
California
$267K – – –
CCA
1716
Column Capital Advisors
Indiana
$266K -$7.12K -110 -3%
TAM
1717
Townsend Asset Management
North Carolina
$266K – – –
GKWIM
1718
Gerber Kawasaki Wealth & Investment Management
California
$264K -$125K -1,929 -34%
ZAM
1719
Zevin Asset Management
Massachusetts
$264K -$105K -1,627 -30%
TW
1720
TrinityPoint Wealth
Connecticut
$264K – – –
CCA
1721
Catalyst Capital Advisors
New York
$263K -$29.1K -450 -11%
MAM
1722
Madison Asset Management
Wisconsin
$263K – – –
DI
1723
DFPG Investments
Utah
$262K -$72.1K -1,114 -24%
GEA
1724
Glen Eagle Advisors
New Jersey
$261K +$12.9K +200 +6%
WAM
1725
Wakefield Asset Management
Colorado
$261K -$15.2K -235 -6%