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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2826
Curran Financial Partners
South Carolina
$426K +$314K +1,947 New
SLG
2827
Stanley-Laman Group
Pennsylvania
$425K -$172K -1,066 -35%
LSPW
2828
Lake Street Private Wealth
Illinois
$425K +$64.6K +400 +26%
IAS
2829
Investment Advisory Services
Texas
$423K -$1.13K -7 -0.4%
CAC
2830
Core Alternative Capital
Georgia
$423K – – –
CCM
2831
Canal Capital Management
Virginia
$420K +$39.6K +245 +15%
FFL
2832
Financial Freedom LLC
Ohio
$419K +$323 +2 +0.1%
TCOK
2833
Trust Company of Kansas
Kansas
$418K -$41.2K -255 -12%
JFGLC
2834
Johnson Financial Group LLC (Colorado)
Colorado
$417K -$132K -819 -30%
RCWM
2835
Royal Capital Wealth Management
Indiana
$417K – – –
HP
2836
Holistic Planning
Texas
$417K -$5.33K -33 -2%
PPWM
2837
PFG Private Wealth Management
Florida
$417K +$35.5K +220 +13%
TA
2838
TruWealth Advisors
Louisiana
$415K +$37.8K +234 +14%
BCM
2839
Berbice Capital Management
New York
$415K +$8.07K +50 +3%
CB
2840
Community Bank
New York
$415K – – –
AWA
2841
Aletheian Wealth Advisors
Washington
$415K +$5.33K +33 +2%
SWA
2842
Strata Wealth Advisors
Texas
$415K -$91.6K -567 -23%
PHWM
2843
Pine Harbor Wealth Management
Maryland
$415K – – –
CNTOF
2844
Canandaigua National Trust of Florida
New York
$414K -$19.9K -123 -6%
IFO
2845
Independent Family Office
New York
$412K – – –
MCM
2846
Mainstay Capital Management
Michigan
$412K +$304K +1,884 New
CIA
2847
Compass Ion Advisors
Pennsylvania
$412K -$10.3K -64 -3%
DL
2848
DOHJ LLC
Washington
$411K +$506K +3,132 New
CT
2849
Clearstead Trust
Maine
$411K +$228K +1,410 +300%
MA
2850
Maxele Advisors
Missouri
$411K +$323 +2 +0.1%