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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2901
Presilium Private Wealth
Pennsylvania
$237K -$35.8K -220 -11%
PPWM
2902
PFG Private Wealth Management
Florida
$236K +$274K +1,686 New
VC
2903
Veracity Capital
Georgia
$235K -$48.2K -296 -15%
BWS
2904
Broadway Wealth Solutions
Texas
$235K -$4.07K -25 -1%
CCM
2905
Canal Capital Management
Virginia
$234K +$488 +3 +0.2%
MAM
2906
MMA Asset Management
Pennsylvania
$233K +$272K +1,670 New
RK
2907
Rather & Kittrell
Tennessee
$233K +$3.26K +20 +1%
CAM
2908
Chesapeake Asset Management
New York
$233K -$171K -1,052 -39%
TA
2909
TruWealth Advisors
Louisiana
$233K – – –
LWM
2910
LeConte Wealth Management
Tennessee
$233K +$271K +1,666 New
HIS
2911
Harvest Investment Services
Illinois
$233K – – –
TFA
2912
Tobias Financial Advisors
Florida
$232K +$1.79K +11 +0.7%
PA
2913
Pineridge Advisors
Missouri
$232K -$977 -6 -0.4%
IJWM
2914
Inman Jager Wealth Management
Mississippi
$231K -$3.26K -20 -1%
CAM
2915
Cypress Asset Management
Texas
$231K +$52.9K +325 +24%
FWP
2916
Forefront Wealth Partners
Texas
$231K +$17.1K +105 +7%
LWP
2917
LeClair Wealth Partners
Ohio
$230K +$326 +2 +0.1%
SEP
2918
Southland Equity Partners
Missouri
$230K +$30K +184 +13%
TFO
2919
Tarbox Family Office
California
$229K +$1.14K +7 +0.4%
SF
2920
SWP Financial
California
$229K – – –
GRA
2921
Golden Road Advisors
Florida
$228K -$6.51K -40 -2%
AFIA
2922
America First Investment Advisors
Nebraska
$228K – – –
BFG
2923
Bouchey Financial Group
New York
$227K +$33.2K +204 +14%
DPI
2924
Diversified Portfolios Inc
Michigan
$227K -$26.2K -161 -9%
SSC
2925
Syverson Strege & Co
Iowa
$227K -$326 -2 -0.1%