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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
2876
Guardian Wealth Management (Illinois)
Illinois
$24.8K +$124 +1 +0.6%
HWM
2877
HighMark Wealth Management
Minnesota
$24.6K +$124 +1 +0.6%
CCMI
2878
Creative Capital Management Investments
California
$24K – – –
PWA
2879
Provenance Wealth Advisors
Florida
$23.9K -$99.3K -800 -83%
KPP
2880
Kings Path Partners
Texas
$23.9K +$21K +169 New
LFA
2881
Legend Financial Advisors
Pennsylvania
$22.2K -$3.97K -32 -17%
AFS
2882
Annapolis Financial Services
Maryland
$19.8K – – –
SC
2883
Swan Capital
Florida
$19.8K +$17.4K +140 New
NC
2884
NewSquare Capital
Pennsylvania
$17.6K -$9.31K -75 -38%
AAG
2885
Accordant Advisory Group
Maryland
$17.6K – – –
BFP
2886
Briaud Financial Planning
Texas
$17K – – –
AW
2887
Avion Wealth
Texas
$17K +$2.86K +23 +22%
CMP
2888
Coston McIsaac & Partners
Maine
$16K – – –
CMA
2889
Cedar Mountain Advisors
Oregon
$14.7K – – –
TCA
2890
Trifecta Capital Advisors
Illinois
$14.5K – – –
WAS
2891
Winch Advisory Services
Wisconsin
$13.7K – – –
TFM
2892
TFC Financial Management
Massachusetts
$13.1K -$124 -1 -1%
SHIM
2893
Stone House Investment Management
Pennsylvania
$12.4K -$3.6K -29 -25%
KFP
2894
Keener Financial Planning
Texas
$12K – – –
QL
2895
Quarry LP
New York
$11.3K -$65.3K -526 -87%
MDCM
2896
Morgan Dempsey Capital Management
Wisconsin
$10.2K – – –
HWM
2897
Horizons Wealth Management
North Carolina
$9.98K – – –
FG
2898
Fairman Group
Pennsylvania
$9.88K – – –
GI
2899
GS Investments
Minnesota
$7.06K – – –
RF
2900
Robinswood Financial
Washington
$7.06K – – –