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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2601
SFMG Wealth Advisors
Texas
$563K -$6.43K -27 -0.9%
PLFS
2602
Provident Living Financial Services
Utah
$563K +$688K +2,889 New
CG
2603
CFO4Life Group
Texas
$563K -$161K -678 -19%
MWA
2604
Medallion Wealth Advisors
Connecticut
$561K -$3.1K -13 -0.4%
FCFC
2605
First Citizens Financial Corp
Iowa
$561K +$28.3K +119 +4%
IAS
2606
Integrity Advisory Solutions
Texas
$560K +$127K +534 +23%
LFP
2607
Lakeshore Financial Planning
Michigan
$560K +$205K +860 +43%
SWM
2608
StoneCrest Wealth Management
Arizona
$559K +$280K +1,174 +69%
LWM
2609
LeConte Wealth Management
Tennessee
$558K +$155K +653 +30%
FAM
2610
Flaharty Asset Management
Florida
$558K +$476 +2 +0.1%
GG
2611
Greenwood Gearhart
Arkansas
$557K – – –
DWM
2612
Dogwood Wealth Management
Kansas
$556K -$208K -872 -23%
AFG
2613
ABLE Financial Group
Arizona
$556K +$25.7K +108 +4%
GSWM
2614
Golden State Wealth Management
California
$555K -$43.1K -181 -6%
HPBT
2615
Hickory Point Bank & Trust
Illinois
$553K – – –
PIA
2616
Pinion Investment Advisors
Kansas
$552K -$32.4K -136 -5%
Banque Transatlantique
2617
Banque Transatlantique
France
$552K -$3.77M -15,830 -85%
NL
2618
Navalign LLC
California
$552K -$9.52K -40 -1%
LSPW
2619
Lake Street Private Wealth
Illinois
$550K +$110K +463 +20%
IP
2620
Ignite Planners
California
$550K -$147K -616 -16%
ODIJL
2621
One Day In July LLC
Vermont
$548K +$22.1K +93 +3%
WH
2622
Willner & Heller
California
$548K -$15K -63 -2%
PA
2623
Promethium Advisors
Maryland
$548K – – –
RP
2624
Riverwater Partners
Wisconsin
$548K -$229K -962 -26%
CA
2625
CWC Advisors
Oregon
$546K -$16.9K -71 -2%