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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
2626
Financial Management Network
California
$719K +$276K +1,085 +79%
SIS
2627
Sound Income Strategies
Florida
$718K -$142K -556 -19%
WR
2628
WD Rutherford
Oregon
$717K -$16K -63 -2%
JHCP
2629
Jackson Hole Capital Partners
Oklahoma
$715K -$12.7K -50 -2%
OHWA
2630
Oak Hill Wealth Advisors
Virginia
$713K -$204K -800 -24%
BB
2631
Berkshire Bank
Massachusetts
$712K -$15.3K -60 -2%
WPA
2632
West Paces Advisors
Georgia
$712K -$34.1K -134 -5%
PAW
2633
Plan A Wealth
Nebraska
$711K +$31.8K +125 +5%
1W
2634
1776 Wealth
Georgia
$708K +$641K +2,517 New
TCM
2635
Towercrest Capital Management
Pennsylvania
$706K +$3.31K +13 +0.5%
GA
2636
GSG Advisors
New Jersey
$706K +$4.07K +16 +0.7%
NEWAS
2637
N.E.W. Advisory Services
Wisconsin
$706K +$255 +1 +0%
RL
2638
Retireful LLC
Michigan
$704K +$364K +1,431 +134%
RWM
2639
Revisor Wealth Management
Ohio
$703K -$343K -1,345 -36%
DWA
2640
Delos Wealth Advisors
Texas
$703K
WCM
2641
Washington Capital Management
Washington
$703K
ANBOT
2642
American National Bank of Texas
Texas
$703K +$637K +2,500 New
CNBOF
2643
City National Bank of Florida
Florida
$703K -$336K -1,320 -35%
CWG
2644
Crown Wealth Group
North Carolina
$700K +$203K +799 +47%
AFA
2645
American Financial Advisors
Georgia
$699K +$64.4K +253 +11%
RFA
2646
Resurgent Financial Advisors
Georgia
$699K -$123K -483 -16%
AIFAIM
2647
American Institute for Advanced Investment Management
Arizona
$698K -$1.27K -5 -0.2%
KFS
2648
Kelly Financial Services
Massachusetts
$697K -$60.4K -237 -9%
ISWM
2649
Independent Solutions Wealth Management
New York
$695K +$208K +816 +49%
BWM
2650
BlackDiamond Wealth Management
New York
$694K +$4.33K +17 +0.7%