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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
2801
V2 Financial group
Illinois
$591K – – –
MTIM
2802
Marathon Trading Investment Management
Pennsylvania
$591K +$535K +2,100 New
BDFN
2803
Bond & Devick Financial Network
Minnesota
$590K +$37.9K +149 +8%
EGWAG
2804
Elwood & Goetz Wealth Advisory Group
Georgia
$590K +$81.5K +320 +18%
AGC
2805
Aspen Grove Capital
Colorado
$589K -$208K -818 -28%
POIA
2806
Pin Oak Investment Advisors
Texas
$588K +$20.6K +81 +4%
TPWA
2807
TRUE Private Wealth Advisors
Oregon
$587K -$68.5K -269 -11%
SC
2808
Summa Corp
Texas
$586K -$98.3K -386 -16%
SC
2809
Scratch Capital
Idaho
$586K -$56.5K -222 -10%
WLPWM
2810
Walled Lake Planning & Wealth Management
Illinois
$585K +$509 +2 +0.1%
BFA
2811
Buttonwood Financial Advisors
Maryland
$585K -$51.4K -202 -9%
WP
2812
Wealthspan Partners
Iowa
$585K -$66K -259 -11%
TWM
2813
Tumwater Wealth Management
Idaho
$584K – – –
PW
2814
Pandora Wealth
Illinois
$584K -$12.2K -48 -2%
CHA
2815
Cooper/Haims Advisors
New York
$583K -$61.1K -240 -10%
CVA
2816
Central Valley Advisors
California
$581K +$99.1K +389 +23%
CCM
2817
Canal Capital Management
Virginia
$581K +$37.2K +146 +8%
FWI
2818
Facet Wealth Inc
Maryland
$580K +$48.6K +191 +10%
GCP
2819
Gill Capital Partners
Colorado
$580K – – –
B
2820
Bellecapital
Switzerland
$579K – – –
SN
2821
Sittner & Nelson
Oregon
$579K – – –
APC
2822
Aspire Private Capital
North Carolina
$578K -$43.3K -170 -8%
ATFA
2823
All Terrain Financial Advisors
Minnesota
$577K – – –
GCP
2824
GSA Capital Partners
United Kingdom
$577K -$2.49M -9,792 -83%
AIA
2825
Allied Investment Advisors
Montana
$577K – – –