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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2826
Walled Lake Planning & Wealth Management
Illinois
$431K +$31K +130 +6%
CSB
2827
City State Bank
Iowa
$431K – – –
DI
2828
DDFG Inc
California
$430K +$238 +1 +0%
ISFAN
2829
Investor's Fiduciary Advisor Network
Washington
$430K +$1.19K +5 +0.2%
JCM
2830
Jag Capital Management
Missouri
$429K -$6.19K -26 -1%
MLFP
2831
MPS Loria Financial Planners
Illinois
$428K +$714 +3 +0.1%
HI
2832
Harper Investing
California
$428K +$141K +593 +37%
PBF
2833
Petix & Botte Financial
California
$428K – – –
SWM
2834
Seed Wealth Management
Illinois
$427K -$341K -1,432 -40%
GPI
2835
General Partner Inc
Pennsylvania
$427K – – –
CG
2836
Clifford Group
Massachusetts
$426K – – –
WG
2837
Wealth Group
North Carolina
$424K +$518K +2,177 New
SWM
2838
SilverOak Wealth Management
Minnesota
$424K +$5.95K +25 +1%
VA
2839
Veratis Advisors
North Carolina
$424K +$654K +2,747 New
Moran Wealth Management
2840
Moran Wealth Management
Florida
$424K -$3.29M -13,805 -86%
SWG
2841
Summit Wealth Group
Vermont
$423K +$38.1K +160 +8%
MPW
2842
MA Private Wealth
California
$422K +$516K +2,166 New
AIFAIM
2843
American Institute for Advanced Investment Management
Arizona
$422K -$76.2K -320 -13%
PUI
2844
Purpose Unlimited Inc
$421K +$515K +2,162 New
AWS
2845
Arkfeld Wealth Strategies
Nebraska
$421K – – –
Emerald Advisers
2846
Emerald Advisers
Pennsylvania
$421K +$28.8K +121 +6%
IA
2847
IFC Advisors
California
$421K +$160K +671 +45%
CCS
2848
Concentric Capital Strategies
Connecticut
$420K -$788K -3,311 -61%
KTC
2849
Kentucky Trust Company
Kentucky
$419K -$19.8K -83 -4%
PI
2850
Pachira Investments
California
$418K +$279K +1,173 +120%