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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2476
Mark Sheptoff Financial Planning
Connecticut
$59.5K – – –
LFASL
2477
Lugano Financial Advisors SA (LFA)
Switzerland
$59.5K +$51.7K +500 New
FA
2478
Fiduciary Alliance
South Carolina
$58K +$50.4K +487 New
CP
2479
Castleview Partners
Texas
$57.9K – – –
FWA
2480
FSC Wealth Advisors
New York
$56.8K – – –
TLA
2481
Tanglewood Legacy Advisors
Texas
$51.6K – – –
LB
2482
Legacy Bridge
Iowa
$51.2K – – –
ICM
2483
Intrepid Capital Management
Florida
$51.2K +$44.5K +430 New
IAS
2484
IMA Advisory Services
Colorado
$51K +$10.3K +100 +30%
JMF
2485
Johnson Midwest Financial
Iowa
$50.3K +$207 +2 +0.5%
TWD
2486
True Wealth Design
Ohio
$50.1K – – –
TFP
2487
Tilia Fiduciary Partners
North Carolina
$48.8K +$414 +4 +1%
FIA
2488
FNY Investment Advisers
New York
$47K +$26.2K +253 +169%
CPA
2489
Cowen Prime Advisors
New York
$46.9K – – –
CT
2490
Clearstead Trust
Maine
$46.8K – – –
FPF
2491
First Pacific Financial
Washington
$46.6K +$40.4K +391 New
SFG
2492
Steward Financial Group
Texas
$45K -$3.62K -35 -8%
EA
2493
Evolution Advisers
Virginia
$45K – – –
FPB
2494
First PREMIER Bank
South Dakota
$44K -$110K -1,067 -74%
UIA
2495
Ulland Investment Advisors
Minnesota
$44K -$3.62K -35 -9%
CTWM
2496
Cherry Tree Wealth Management
Minnesota
$43.8K +$38K +368 New
TCA
2497
Trifecta Capital Advisors
Illinois
$42K -$1.24K -12 -3%
Cohen & Steers
2498
Cohen & Steers
New York
$42K – – –
SF
2499
Safeguard Financial
Wisconsin
$40K +$35.2K +340 New
CIA
2500
Cape Investment Advisory
Georgia
$38.8K +$15.3K +148 +83%