We are live on ! Find out more
ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
2301
Cassady Schiller Wealth Management
Ohio
$232K +$16.2K +157 +9%
FPGT
2302
Financial Partners Group (Tennessee)
Tennessee
$232K +$201K +1,946 New
TWM
2303
Tanager Wealth Management
United Kingdom
$232K +$201K +1,945 New
NSG
2304
Nalls Sherbakoff Group
Tennessee
$231K +$517 +5 +0.2%
WP
2305
WealthPLAN Partners
Nebraska
$229K -$28.9K -280 -13%
OWM
2306
Opes Wealth Management
California
$229K -$42.7K -413 -18%
WFAG
2307
Wescott Financial Advisory Group
Pennsylvania
$229K +$199K +1,925 New
DA
2308
DSC Advisors
Illinois
$229K +$199K +1,921 New
PPW
2309
Presilium Private Wealth
Pennsylvania
$228K +$198K +1,915 New
AFG
2310
ABLE Financial Group
Arizona
$228K +$198K +1,914 New
AO
2311
Advisor OS
Illinois
$228K +$198K +1,911 New
RCWM
2312
Royal Capital Wealth Management
Indiana
$227K +$197K +1,908 New
WFA
2313
Wellspring Financial Advisors
Ohio
$227K +$197K +1,904 New
MAP
2314
Milestone Advisory Partners
North Carolina
$226K +$196K +1,900 New
AIA
2315
Arbor Investment Advisors
North Carolina
$226K +$196K +1,896 New
FFL
2316
Financial Freedom LLC
Ohio
$226K +$310 +3 +0.2%
ORI
2317
Oak Ridge Investments
Illinois
$226K +$196K +1,895 New
TA
2318
TrueWealth Advisors
Alabama
$226K +$196K +1,895 New
BWM
2319
BigSur Wealth Management
Florida
$225K +$195K +1,888 New
IFO
2320
Independent Family Office
New York
$224K +$195K +1,884 New
LG
2321
LaFleur & Godfrey
Michigan
$224K +$195K +1,882 New
PJSIMP
2322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K +$196K +1,900 New
LCM
2323
Liberty Capital Management
Michigan
$223K +$194K +1,876 New
PB
2324
Pinnacle Bancorp
Nebraska
$222K -$61.9K -599 -24%
RCA
2325
Riverview Capital Advisers
Massachusetts
$222K +$193K +1,866 New