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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2526
Moran Wealth Management
Florida
$444K +$254K +1,402 +86%
PWM
2527
Power Wealth Management
Georgia
$443K -$219K -1,209 -29%
CFG
2528
Carr Financial Group
Massachusetts
$442K +$134K +737 +32%
BFP
2529
Birchwood Financial Partners
Minnesota
$442K – – –
LI
2530
LifeWealth Investments
Florida
$442K +$220K +1,215 +67%
ODFS
2531
O'Donnell Financial Services
California
$441K +$72.5K +400 +15%
PWP
2532
Parkwoods Wealth Partners
New York
$441K +$267K +1,471 +95%
TFIPS
2533
Towarzystwo Funduszy Inwestycyjnych PZU SA
$441K +$6.89K +38 +1%
AAM
2534
AR Asset Management
California
$440K – – –
BM
2535
Berman McAleer
Maryland
$440K +$16.7K +92 +3%
BEC
2536
Blue Edge Capital
Virginia
$440K -$181K -1,000 -25%
CCM
2537
Cutler Capital Management
Massachusetts
$440K – – –
LW
2538
Livet Wealth
Utah
$439K -$19.4K -107 -3%
MF
2539
Manuka Financial
Virginia
$438K +$906 +5 +0.2%
PP
2540
Pearl Planning
Michigan
$437K -$7.25K -40 -1%
PAS
2541
PKS Advisory Services
New York
$437K -$48.6K -268 -8%
SPWG
2542
Syntegra Private Wealth Group
Missouri
$435K +$118K +649 +28%
RCA
2543
Riverview Capital Advisers
Massachusetts
$435K -$1.09K -6 -0.2%
FCFC
2544
First Citizens Financial Corp
Iowa
$434K +$6.16K +34 +1%
PW
2545
PUREfi Wealth
Massachusetts
$433K -$52K -287 -9%
WRCM
2546
Western Reserve Capital Management
Ohio
$433K – – –
YDMI
2547
Y.D. More Investments
Israel
$432K +$535K +2,951 New
MSWM
2548
McGlone Suttner Wealth Management
Wisconsin
$431K +$103K +569 +24%
GFWA
2549
Grey Fox Wealth Advisors
Delaware
$431K +$202K +1,116 +61%
OBWA
2550
Oak Barrel Wealth Advisory
Virginia
$430K +$532K +2,937 New