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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2651
Ullmann Wealth Partners Group
Florida
$290K -$34.2K -236 -12%
SCA
2652
St. Clair Advisors
Ohio
$290K – – –
PWA
2653
Physician Wealth Advisors
Utah
$290K – – –
MIM
2654
MTM Investment Management
South Carolina
$289K – – –
HBT
2655
Heartland Bank & Trust
Illinois
$289K – – –
TFGT
2656
TS Financial Group (TSFG)
Illinois
$288K -$3.91K -27 -2%
BWM
2657
Baron Wealth Management
Michigan
$288K -$30.7K -212 -11%
NQWM
2658
Northwest Quadrant Wealth Management
Oregon
$288K +$435 +3 +0.2%
GCA
2659
Genesee Capital Advisors
New York
$287K +$724 +5 +0.3%
ATC
2660
Advantage Trust Company
Kansas
$287K – – –
ASG
2661
Ariston Services Group
California
$287K – – –
VC
2662
Veracity Capital
Georgia
$286K -$30.6K -211 -11%
POIA
2663
Pin Oak Investment Advisors
Texas
$286K +$71.3K +492 +41%
KWAG
2664
Kiely Wealth Advisory Group
North Carolina
$286K – – –
GCM
2665
Gallacher Capital Management
Colorado
$285K -$5.21K -36 -2%
CA
2666
Carson Advisory
Georgia
$284K -$29K -200 -11%
W
2667
WorthPointe
California
$284K -$4.92K -34 -2%
HIS
2668
Harvest Investment Services
Illinois
$284K +$27.7K +191 +13%
TA
2669
TruWealth Advisors
Louisiana
$283K +$3.77K +26 +2%
CAM
2670
Cypress Asset Management
Texas
$282K +$47.1K +325 +24%
SDAM
2671
Shulman DeMeo Asset Management
New York
$281K +$145 +1 +0.1%
TFO
2672
Tarbox Family Office
California
$280K +$435 +3 +0.2%
RWM
2673
Revisor Wealth Management
Ohio
$280K +$6.81K +47 +3%
WIM
2674
WealthPlan Investment Management
Nebraska
$279K +$237K +1,638 New
AWA
2675
Aletheian Wealth Advisors
Washington
$279K -$1.29M -8,906 -84%