We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BHB
1901
Bank Hapoalim BM
Israel
$216K +$219K +2,484 New
LBD
1902
Landsberg Bennett & Dubbaneh
Florida
$215K +$211K +2,391 New
BT
1903
Brandywine Trust
Delaware
$214K +$217K +2,455 New
PH
1904
Pinnacle Holdings
Oklahoma
$214K – – –
I
1905
INVST
Indiana
$213K – – –
WFA
1906
West Financial Advisors
Iowa
$212K – – –
BI
1907
Berkeley Inc
Idaho
$211K +$214K +2,423 New
BAM
1908
Bellevue Asset Management
Washington
$211K – – –
GC
1909
Gratus Capital
Georgia
$211K +$214K +2,418 New
OCM
1910
Osterweis Capital Management
California
$211K +$214K +2,419 New
MPM
1911
Meritage Portfolio Management
Kansas
$210K +$213K +2,412 New
APW
1912
Acima Private Wealth
Virginia
$209K – – –
NAMM
1913
NorthStar Asset Management (Massachusetts)
Massachusetts
$208K +$211K +2,392 New
IA
1914
Insight Advisors
Pennsylvania
$207K -$50.6K -573 -21%
AFP
1915
Advus Financial Partners
Florida
$206K +$209K +2,363 New
SFG
1916
StrategIQ Financial Group
Indiana
$206K +$208K +2,360 New
CHA
1917
Cooper/Haims Advisors
New York
$206K +$209K +2,367 New
AFAS
1918
Acorn Financial Advisory Services
Virginia
$204K -$29.9K -338 -13%
MCM
1919
MV Capital Management
Maryland
$203K +$130K +1,474 +172%
RCG
1920
Rock Creek Group
District of Columbia
$202K -$197K -2,226 -49%
GWSG
1921
GPS Wealth Strategies Group
Colorado
$202K +$177 +2 +0.1%
CA
1922
CGN Advisors
Kansas
$202K +$205K +2,321 New
FWM
1923
ForthRight Wealth Management
Georgia
$201K +$204K +2,310 New
WWM
1924
Wolff Wiese Magana
California
$197K -$972 -11 -0.5%
WPA
1925
West Paces Advisors
Georgia
$196K – – –