We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MA
2251
Mezzasalma Advisors
New Jersey
$391K +$82.6K +665 +32%
CAS
2252
Coppell Advisory Solutions
Texas
$391K +$344K +2,767 New
MWP
2253
Meridian Wealth Partners
Pennsylvania
$387K +$18.4K +148 +6%
EWM
2254
Executive Wealth Management
Michigan
$387K -$4.1K -33 -1%
AO
2255
Advisor OS
Illinois
$386K -$373 -3 -0.1%
TBC
2256
Ted Buchan & Co
California
$386K
LSC
2257
Lesa Sroufe & Co
Washington
$386K
AWCI
2258
Alpine Woods Capital Investors
New York
$386K -$2.58M -20,751 -88%
HGA
2259
Hobbs Group Advisors
South Carolina
$386K +$339K +2,731 New
FA
2260
Fermata Advisors
California
$384K -$39.4K -317 -10%
MSWM
2261
McGlone Suttner Wealth Management
Wisconsin
$384K -$22.9K -184 -5%
SIC
2262
Shoker Investment Counsel
Ohio
$383K +$8.57K +69 +3%
NEWAS
2263
N.E.W. Advisory Services
Wisconsin
$383K -$6.58K -53 -2%
QPW
2264
Quantum Private Wealth
Florida
$383K +$30.4K +245 +10%
PAWA
2265
Palo Alto Wealth Advisors
California
$381K +$1.12K +9 +0.3%
SWIM
2266
Smallwood Wealth Investment Management
New Jersey
$380K +$373 +3 +0.1%
OWA
2267
ORBA Wealth Advisors
Illinois
$379K +$60K +483 +22%
LWCFA
2268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K +$17.9K +144 +6%
THL
2269
Tillman Hartley LLC
Colorado
$379K
FCB
2270
First County Bank
Connecticut
$378K -$16.4K -132 -5%
Members Trust
2271
Members Trust
Florida
$378K -$51.9K -418 -14%
RFA
2272
Resurgent Financial Advisors
Georgia
$378K +$1.24K +10 +0.4%
ICM
2273
IMS Capital Management
Oregon
$377K +$124 +1 +0%
PCMC
2274
Private Capital Management (Colorado)
Colorado
$377K +$17.5K +141 +6%
CWM
2275
Cahaba Wealth Management
Georgia
$377K -$43.8K -353 -12%