ORCL icon

Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2351
Ameliora Wealth Management
Switzerland
$522K -$43.7K -269 -7%
MWM
2352
Maridea Wealth Management
New York
$520K +$287K +1,768 +100%
TGCMU
2353
Titan Global Capital Management USA
New York
$517K +$44.4K +273 +8%
CPIA
2354
Cornell Pochily Investment Advisors
New York
$516K +$16.3K +100 +3%
E
2355
EntreWealth
Texas
$516K +$570K +3,505 New
CVM
2356
Cheviot Value Management
California
$515K +$32.5K +200 +6%
MSR
2357
Main Street Research
Connecticut
$514K +$75.7K +466 +15%
WCM
2358
Windsor Capital Management
Arizona
$513K +$488 +3 +0.1%
CMP
2359
Christine Messmer PC
Pennsylvania
$513K +$6.99K +43 +1%
JPWM
2360
Jamison Private Wealth Management
Georgia
$511K +$199K +1,223 +54%
RBC
2361
Roble Belko & Company
Pennsylvania
$510K – – –
CCM
2362
Consolidated Capital Management
California
$509K – – –
PCS
2363
Private Client Services
Kentucky
$508K +$83.9K +516 +18%
LWM
2364
Level Wealth Management
North Carolina
$507K +$23.2K +143 +4%
SSWM
2365
Smith Salley Wealth Management
North Carolina
$506K -$12.2K -75 -2%
AP
2366
Atwood & Palmer
Missouri
$506K +$11.9K +73 +2%
TFG
2367
Tilson Financial Group
New Jersey
$505K – – –
TCM
2368
Telos Capital Management
California
$505K -$6.45M -39,702 -92%
KL
2369
KilterHowling LLC
Colorado
$504K +$325 +2 +0.1%
RL
2370
Rogco LP
Oklahoma
$504K +$21.6K +133 +4%
MWA
2371
Meridian Wealth Advisors
Texas
$504K +$72.3K +445 +15%
EA
2372
Emerald Advisors
Washington
$504K – – –
NI
2373
Natural Investments
California
$503K -$21.6K -133 -4%
MW
2374
Maia Wealth
Colorado
$502K -$36.6K -225 -6%
IAS
2375
Integrity Advisory Solutions
Texas
$502K +$87K +535 +19%