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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WP
2801
WealthShield Partners
North Carolina
$262K +$65.3K +401 +27%
PA
2802
PFW Advisors
Georgia
$262K +$326 +2 +0.1%
NQWM
2803
Northwest Quadrant Wealth Management
Oregon
$261K -$163 -1 -0.1%
AWA
2804
Aletheian Wealth Advisors
Washington
$261K +$15.6K +96 +5%
AWA
2805
Adapt Wealth Advisors
Georgia
$260K – – –
OCM
2806
Osterweis Capital Management
California
$260K +$2.44K +15 +0.8%
CAM
2807
Clark Asset Management
New Hampshire
$260K +$71.8K +441 +31%
MWA
2808
MN Wealth Advisors
Kansas
$260K -$4.88K -30 -2%
SPWM
2809
Spartan Planning & Wealth Management
North Carolina
$260K -$234K -1,440 -44%
W
2810
Wealthquest
Ohio
$260K -$53.4K -328 -15%
FNWA
2811
Financial Network Wealth Advisors
Utah
$259K +$81.7K +502 +37%
CWG
2812
Crown Wealth Group
North Carolina
$259K +$76.7K +471 +34%
PWA
2813
Physician Wealth Advisors
Utah
$259K -$15.1K -93 -5%
JGIA
2814
Jackson Grant Investment Advisers
Connecticut
$259K – – –
BCM
2815
Berbice Capital Management
New York
$259K +$40.7K +250 +16%
PCM
2816
Park Capital Management
Wisconsin
$259K -$25.9K -159 -8%
I
2817
INVST
Indiana
$258K -$155K -950 -34%
PHS
2818
Pekin Hardy Strauss
Illinois
$258K -$81.2K -499 -21%
OBWG
2819
Onyx Bridge Wealth Group
New York
$258K +$31.7K +195 +12%
AIA
2820
Affinity Investment Advisors
California
$258K -$203K -1,248 -40%
AHL
2821
Abel Hall LLC
Louisiana
$258K -$66.6K -409 -18%
AP
2822
Adero Partners
California
$258K -$16K -98 -5%
EA
2823
Emerald Advisors
Washington
$257K +$300K +1,841 New
KPPF
2824
Klein Pavlis & Peasley Financial
California
$257K +$12.5K +77 +4%
BA
2825
Bluesphere Advisors
Pennsylvania
$257K -$642K -3,945 -68%