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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2576
John W. Bristol & Co
New York
$772K – – –
AFG
2577
ABLE Financial Group
Arizona
$771K +$12.7K +50 +2%
LIG
2578
Lokken Investment Group
Delaware
$770K +$184K +721 +36%
CFS
2579
CGC Financial Services
Oregon
$768K -$20.6K -81 -3%
GGA
2580
Granite Group Advisors
Connecticut
$768K +$1.02K +4 +0.1%
DPW
2581
DiNuzzo Private Wealth
Pennsylvania
$766K – – –
ODIJL
2582
One Day In July LLC
Vermont
$765K -$142K -556 -17%
CWP
2583
Curated Wealth Partners
California
$764K +$692K +2,717 New
BLC
2584
Brown, Lisle/Cummings
Rhode Island
$764K – – –
BFF
2585
Byrne Financial Freedom
Massachusetts
$758K -$319K -1,253 -32%
OTL
2586
Oak Thistle LLC
New York
$757K +$686K +2,693 New
NPFS
2587
Novak & Powell Financial Services
Florida
$757K +$686K +2,692 New
PSCM
2588
Per Stirling Capital Management
Texas
$756K +$2.04K +8 +0.3%
TCOTS
2589
Trust Company of the South
North Carolina
$756K +$86.6K +340 +14%
RMAM
2590
Raab & Moskowitz Asset Management
New Jersey
$756K -$26K -102 -4%
LEA
2591
Legacy Edge Advisors
New York
$755K – – –
WMWM
2592
Wilkins Miller Wealth Management
Alabama
$751K -$6.62K -26 -1%
TM
2593
TigerOak Management
New Mexico
$750K +$221K +869 +48%
RCWM
2594
Red Crane Wealth Management
California
$750K +$255 +1 +0%
GPWM
2595
Grant Private Wealth Management
California
$749K +$678K +2,663 New
ONSWM
2596
Old North State Wealth Management
North Carolina
$748K +$677K +2,660 New
DCM
2597
Dudley Capital Management
Virginia
$748K -$50.9K -200 -7%
BWCS
2598
Beirne Wealth Consulting Services
Connecticut
$748K +$69K +271 +11%
1IA
2599
1620 Investment Advisors
Massachusetts
$747K -$150K -589 -18%
LCWP
2600
Legacy Capital Wealth Partners
Arkansas
$745K +$71.3K +280 +12%