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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2801
True Wealth Design
Ohio
$95.2K +$1.61K +13 +2%
MS
2802
Mizuho Securities
Japan
$94.6K +$70.8K +570 +570%
PWMA
2803
Pension & Wealth Management Advisors
Massachusetts
$91.8K – – –
CWC
2804
Carolinas Wealth Consulting
North Carolina
$91.4K -$2.61K -21 -3%
FFO
2805
Fortitude Family Office
Arizona
$90.1K +$27.6K +222 +53%
WIA
2806
Wetzel Investment Advisors
Indiana
$89.2K -$56.3K -453 -39%
DF
2807
DecisionPoint Financial
Arizona
$87.2K – – –
RWMG
2808
Redwood Wealth Management Group
New Jersey
$86.1K +$75.8K +610 New
ETS
2809
ESL Trust Services
New York
$84.7K – – –
MSWM
2810
Mowery & Schoenfeld Wealth Management
Illinois
$83K +$31.8K +256 +77%
AFWM
2811
Abich Financial Wealth Management
Virginia
$82.5K +$6.83K +55 +10%
FCT
2812
First Community Trust
Iowa
$82.3K – – –
CWM
2813
Cedar Wealth Management
California
$80.9K – – –
BG
2814
Bellevue Group
Switzerland
$80.6K -$13.2K -106 -16%
CPA
2815
Clear Point Advisors
New York
$78.8K +$21K +169 +43%
MIFH
2816
Migdal Insurance & Financial Holdings
Israel
$77K +$68.1K +548 New
BC
2817
Broadwater Capital
Massachusetts
$72.7K +$124 +1 +0.2%
HNB
2818
Hilltop National Bank
Wyoming
$70.9K +$60.1K +484 +2,689%
GA
2819
GoalVest Advisory
New York
$70.6K -$24.8K -200 -29%
HF
2820
Halpern Financial
Virginia
$70.6K -$24.8K -200 -29%
SPM
2821
Symmetry Peak Management
Pennsylvania
$70.6K +$62.1K +500 New
CTWM
2822
Cherry Tree Wealth Management
Minnesota
$70.3K -$12K -97 -16%
MIA
2823
MeadowBrook Investment Advisors
Michigan
$68.8K – – –
PWMG
2824
Private Wealth Management Group
New Jersey
$68.1K -$38.1K -307 -39%
FWA
2825
FSC Wealth Advisors
New York
$67.4K – – –