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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2776
Prepared Retirement Institute
Pennsylvania
$273K +$163 +1 +0.1%
CIA
2777
Compass Ion Advisors
Pennsylvania
$272K -$7K -43 -2%
AFAS
2778
Acorn Financial Advisory Services
Virginia
$272K -$214K -1,317 -40%
RW
2779
REDW Wealth
New Mexico
$272K – – –
IAS
2780
Investment Advisory Services
Texas
$272K -$93.3K -573 -23%
MWM
2781
Manske Wealth Management
Texas
$272K +$108K +662 +52%
HP
2782
Holistic Planning
Texas
$271K +$6.02K +37 +2%
CAC
2783
Core Alternative Capital
Georgia
$271K -$118K -727 -27%
CFFP
2784
Center for Financial Planning
Michigan
$270K +$44.8K +275 +17%
MF
2785
Magnetar Financial
Illinois
$269K -$71.8K -441 -19%
SWM
2786
SilverOak Wealth Management
Minnesota
$267K – – –
FFL
2787
Financial Freedom LLC
Ohio
$267K +$326 +2 +0.1%
RCWM
2788
Royal Capital Wealth Management
Indiana
$267K – – –
FFA
2789
Fi3 Financial Advisors
Indiana
$266K -$11.9K -73 -4%
CFS
2790
Coordinated Financial Services
Colorado
$266K +$163 +1 +0.1%
DWG
2791
Darden Wealth Group
Michigan
$266K – – –
PJSIMP
2792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K – – –
CB
2793
Community Bank
New York
$265K -$48.8K -300 -14%
PCM
2794
Payne Capital Management
New York
$265K +$12.2K +75 +4%
PHWM
2795
Pine Harbor Wealth Management
Maryland
$265K – – –
CWA
2796
Clarus Wealth Advisors
Arizona
$264K +$310K +1,903 New
IFO
2797
Independent Family Office
New York
$263K – – –
WCFA
2798
Walkner Condon Financial Advisors
Wisconsin
$263K +$10.4K +64 +4%
SFA
2799
Souders Financial Advisors
Ohio
$263K +$86.6K +532 +39%
MA
2800
Maxele Advisors
Missouri
$262K +$163 +1 +0.1%