We are live on ! Find out more
ORCL icon

Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2201
Silverlake Wealth Management
Vermont
$432K -$3.85K -31 -1%
TFG
2202
Tilson Financial Group
New Jersey
$432K – – –
SP
2203
Stonebrook Private
Michigan
$432K -$30.4K -245 -7%
AIA
2204
Arbor Investment Advisors
North Carolina
$432K +$144K +1,162 +61%
HNWA
2205
Henrickson Nauta Wealth Advisors
Michigan
$431K -$3.35K -27 -0.9%
CSC
2206
Caldwell Sutter Capital
California
$430K +$291K +2,340 +331%
SSW
2207
Stone Summit Wealth
Florida
$430K -$15.2K -122 -4%
ODIJL
2208
One Day In July LLC
Vermont
$427K +$376K +3,024 New
CFS
2209
CGC Financial Services
Oregon
$427K – – –
MCWA
2210
Meadow Creek Wealth Advisors
Georgia
$427K +$46.4K +374 +14%
IA
2211
IFG Advisory
Georgia
$427K +$375K +3,021 New
WRPWM
2212
Werba Rubin Papier Wealth Management
California
$426K +$48.6K +391 +15%
CP
2213
Creekside Partners
California
$425K +$374K +3,009 New
RPGK
2214
Retirement Planning Group (Kansas)
Kansas
$425K -$109K -880 -23%
FWI
2215
Facet Wealth Inc
Maryland
$425K +$142K +1,144 +58%
AAM
2216
AR Asset Management
California
$424K – – –
PGA
2217
Portland Global Advisors
Maine
$424K +$24.8K +200 +7%
SC
2218
Shay Capital
New York
$424K +$373K +3,000 New
CSPAM
2219
Cary Street Partners Asset Management
Virginia
$423K +$372K +2,997 New
BC
2220
Brio Consultants
California
$423K +$12.5K +101 +3%
IPW
2221
Impact Partnership Wealth
Georgia
$422K +$117K +946 +46%
CBA
2222
Coastal Bridge Advisors
Connecticut
$422K -$42.3K -341 -10%
TWA
2223
Talisman Wealth Advisors
New Jersey
$422K -$373 -3 -0.1%
PWM
2224
Paulson Wealth Management
Illinois
$419K +$12.4K +100 +3%
SFG
2225
Snider Financial Group
Washington
$416K – – –
87 88
89
90 91