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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2876
Xcel Wealth Management
Florida
$409K +$153K +644 +44%
OAS
2877
Optivise Advisory Services
Tennessee
$409K -$41.4K -174 -8%
EGWAG
2878
Elwood & Goetz Wealth Advisory Group
Georgia
$408K -$714 -3 -0.1%
SAW
2879
Signal Advisors Wealth
Michigan
$408K -$180K -754 -26%
JF
2880
JSF Financial
California
$408K -$7.14K -30 -1%
TPWA
2881
TRUE Private Wealth Advisors
Oregon
$407K +$238 +1 +0%
SF
2882
Sun Financial
Utah
$406K +$496K +2,084 New
Vanguard Capital Wealth Advisors
2883
Vanguard Capital Wealth Advisors
Colorado
$406K -$40.5K -170 -8%
SC
2884
Summa Corp
Texas
$406K
BFA
2885
Buttonwood Financial Advisors
Maryland
$405K +$238 +1 +0%
WP
2886
Wealthspan Partners
Iowa
$405K
F4L
2887
Fortune 45 LLC
Louisiana
$405K +$493K +2,069 New
IAG
2888
Investment Advisory Group
Massachusetts
$405K +$13.8K +58 +3%
TWM
2889
Tumwater Wealth Management
Idaho
$405K
BAM
2890
BOS Asset Management
Illinois
$405K +$79.8K +335 +19%
SAM
2891
Sagewood Asset Management
New York
$405K +$495K +2,077 New
RWA
2892
Redhawk Wealth Advisors
Minnesota
$405K +$221K +930 +81%
PW
2893
Pandora Wealth
Illinois
$405K
CF
2894
Convergence Financial
Missouri
$404K +$188K +788 +61%
GFA
2895
Gallagher Fiduciary Advisors
Illinois
$404K +$5.95K +25 +1%
CCAM
2896
Cascades Capital Asset Management
North Carolina
$400K -$62.9K -264 -11%
G
2897
GenTrust
Florida
$400K +$159K +666 +48%
AIA
2898
Allied Investment Advisors
Montana
$400K
BCM
2899
Berbice Capital Management
New York
$400K -$133K -560 -21%
JSL
2900
JT Stratford LLC
Georgia
$399K +$85K +357 +21%