We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1801
RMR Wealth Builders
New Jersey
$266K +$269K +3,051 New
AFG
1802
Allegheny Financial Group
Pennsylvania
$265K -$1.77K -20 -0.7%
NCM
1803
Northwest Capital Management
Oregon
$265K – – –
VCM
1804
Vivaldi Capital Management
Illinois
$265K – – –
MWM
1805
Merriman Wealth Management
Washington
$263K -$26.1K -296 -9%
DE
1806
Day & Ennis
Georgia
$263K – – –
MA
1807
MBA Advisors
Pennsylvania
$262K – – –
RTL
1808
Red Tortoise LLC
Georgia
$262K +$378K +4,284 New
ESCM
1809
Echo Street Capital Management
New York
$261K -$337K -3,814 -56%
AAM
1810
AR Asset Management
California
$261K – – –
BIM
1811
Baldwin Investment Management
Pennsylvania
$261K – – –
PGA
1812
Portland Global Advisors
Maine
$261K +$265K +3,000 New
BFS
1813
Bickling Financial Services
Massachusetts
$260K +$883 +10 +0.3%
BL
1814
Balentine LLC
Georgia
$259K +$4.86K +55 +2%
LRIA
1815
Leonard Rickey Investment Advisors
Washington
$259K +$6.98K +79 +3%
KFS
1816
Kelly Financial Services
Massachusetts
$258K -$32.7K -370 -11%
MMHP
1817
Murphy Middleton Hinkle & Parker
Georgia
$258K – – –
PWM
1818
Prentice Wealth Management
New York
$257K – – –
FI
1819
Fosun International
China
$256K -$4.74M -53,649 -95%
TCWM
1820
Total Clarity Wealth Management
Illinois
$256K – – –
VA
1821
Valmark Advisers
Ohio
$255K -$6.89K -78 -3%
AC
1822
Apella Capital
Connecticut
$254K – – –
SW
1823
SlateStone Wealth
Florida
$254K +$258K +2,916 New
MFW
1824
Mosaic Family Wealth
Missouri
$253K -$8.39K -95 -3%
MWP
1825
Madison Wealth Partners
Wisconsin
$253K – – –