We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BA
2201
Bellwether Advisors
Nebraska
$24K – – –
OAJ
2202
Ogorek Anthony Joseph
New York
$24K – – –
OA
2203
Operose Advisors
Wisconsin
$24K – – –
SP
2204
SWS Partners
Ohio
$24K +$23.1K +285 New
Cohen & Steers
2205
Cohen & Steers
New York
$24K +$23.8K +294 New
FAM
2206
Fred Alger Management
New York
$23K – – –
MWC
2207
MBM Wealth Consultants
Missouri
$22K -$10.1K -125 -32%
JWM
2208
Janiczek Wealth Management
Colorado
$22K -$3.24K -40 -13%
JWBC
2209
John W. Brooker & Co
California
$22K – – –
MAM
2210
McCarthy Asset Management
California
$21K -$5.02K -62 -20%
SA
2211
SRH Advisors
Kansas
$21K – – –
TFM
2212
TFC Financial Management
Massachusetts
$21K +$16.2K +200 +351%
RWM
2213
Raffa Wealth Management
District of Columbia
$20.4K – – –
PP
2214
Pacifica Partners
Canada
$20K – – –
RDIA
2215
RE Dickinson Investment Advisors
Iowa
$19K – – –
NC
2216
NewSquare Capital
Pennsylvania
$17K -$8.83K -109 -35%
AW
2217
Alaethes Wealth
Nevada
$17K – – –
HWM
2218
Holloway Wealth Management
Florida
$17K – – –
LWA
2219
Lowe Wealth Advisors
Maryland
$17K – – –
SWM
2220
Selective Wealth Management
Virginia
$17K – – –
OCM
2221
Orion Capital Management
California
$17K +$16.9K +209 New
WWP
2222
WR Wealth Planners
Missouri
$16.5K +$16.2K +200 New
BAM
2223
Baldrige Asset Management
Pennsylvania
$16K -$13.7K -169 -47%
NL
2224
NVWM LLC
Pennsylvania
$14K – – –
GWMI
2225
Guardian Wealth Management (Illinois)
Illinois
$14K +$81 +1 +0.6%