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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2676
Paladin Advisory Group
Iowa
$105K – – –
SFO
2677
Standard Family Office
South Dakota
$105K +$95.3K +833 New
GKIM
2678
GW&K Investment Management
Massachusetts
$104K -$4.92K -43 -5%
SFCL
2679
Strengthening Families & Communities LLC
Massachusetts
$104K +$114 +1 +0.1%
SIC
2680
SJS Investment Consulting
Ohio
$103K +$45.1K +394 +92%
BWM
2681
BKM Wealth Management
Wisconsin
$101K – – –
RFG
2682
REAP Financial Group
Texas
$101K -$58.1K -508 -39%
SCA
2683
Stuart Chaussee & Associates
California
$100K – – –
TLCM
2684
Twin Lakes Capital Management
California
$100K – – –
PWMG
2685
Private Wealth Management Group
New Jersey
$99.1K – – –
BHWM
2686
Bay Harbor Wealth Management
Maryland
$96K -$572 -5 -0.7%
CWAF
2687
Core Wealth Advisors (Florida)
Florida
$94.2K – – –
BWAM
2688
Boyd Watterson Asset Management
Ohio
$90.3K – – –
CSC
2689
Caldwell Sutter Capital
California
$88.7K – – –
HF
2690
Halpern Financial
Virginia
$88.4K -$56.4K -493 -41%
MWM
2691
Mascoma Wealth Management
New Hampshire
$88.1K – – –
MFA
2692
McClarren Financial Advisors
Pennsylvania
$88K +$114 +1 +0.1%
GA
2693
GoalVest Advisory
New York
$87.9K +$80.1K +700 New
CC
2694
Centiva Capital
New York
$86.3K -$33.9K -296 -30%
BG
2695
Bellevue Group
Switzerland
$85K +$25.5K +223 +49%
CWC
2696
Carolinas Wealth Consulting
North Carolina
$84K -$1.61M -14,030 -95%
TWD
2697
True Wealth Design
Ohio
$83K +$27.5K +240 +57%
BGAI
2698
Bruce G. Allen Investments
Colorado
$82.9K -$8.93K -78 -11%
LF
2699
LifeSteps Financial
California
$82.7K +$75.3K +658 New
PWMA
2700
Pension & Wealth Management Advisors
Massachusetts
$81.6K – – –