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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2601
J.W. Burns & Co
New York
$203K +$185K +1,614 New
AL
2602
ACAS LLC
California
$202K +$185K +1,612 New
IA
2603
IAM Advisory
Pennsylvania
$202K +$184K +1,611 New
LWM
2604
LJI Wealth Management
Indiana
$202K -$375K -3,273 -67%
SWA
2605
Strata Wealth Advisors
Texas
$202K +$184K +1,610 New
CCIA
2606
Cherry Creek Investment Advisors
Colorado
$201K +$184K +1,604 New
AGM
2607
Alpine Global Management
New York
$201K +$183K +1,601 New
ICM
2608
Ionic Capital Management
New York
$201K -$160K -1,400 -47%
PP
2609
Pingora Partners
Wyoming
$201K – – –
TW
2610
Transform Wealth
Colorado
$201K +$183K +1,598 New
PWA
2611
Physician Wealth Advisors
Utah
$201K +$190K +1,663 New
TFGT
2612
TS Financial Group (TSFG)
Illinois
$200K -$8.58K -75 -4%
IC
2613
Iconiq Capital
California
$200K +$182K +1,592 New
MRCM
2614
M&R Capital Management
New Jersey
$199K -$120K -1,048 -40%
SWM
2615
Sugarloaf Wealth Management
Georgia
$198K +$114 +1 +0.1%
CWM
2616
Compass Wealth Management
Connecticut
$197K -$20.6K -180 -10%
TC
2617
Tacita Capital
Ontario, Canada
$197K – – –
RA
2618
Rise Advisors
New York
$195K +$93.4K +816 +111%
CYG
2619
Clean Yield Group
Vermont
$195K – – –
NOI
2620
Newton One Investments
Delaware
$191K +$572 +5 +0.3%
JPWM
2621
Jamison Private Wealth Management
Georgia
$191K +$143K +1,246 +455%
AEPWM
2622
Atlantic Edge Private Wealth Management
Florida
$191K – – –
WFA
2623
West Financial Advisors
Iowa
$189K -$11.4K -100 -6%
PCMC
2624
Planning Capital Management Corporation
Pennsylvania
$186K -$26.4K -231 -14%
BSB
2625
Bangor Savings Bank
Maine
$185K -$101K -886 -38%