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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2901
FFT Wealth Management
Pennsylvania
$529K
SI
2902
Saxon Interests
Texas
$529K +$51.7K +203 +10%
MA
2903
Maxele Advisors
Missouri
$529K +$255 +1 +0.1%
TPW
2904
TL Private Wealth
Texas
$528K +$255 +1 +0.1%
CFG
2905
Copley Financial Group
California
$528K -$108K -424 -18%
WP
2906
WealthShield Partners
North Carolina
$528K +$1.02K +4 +0.2%
CFFP
2907
Center for Financial Planning
Michigan
$527K -$50.9K -200 -10%
AWA
2908
Adapt Wealth Advisors
Georgia
$525K +$1.78K +7 +0.4%
FF
2909
Francis Financial
$525K +$261K +1,023 New
PWM
2910
Pines Wealth Management
North Carolina
$524K +$17.1K +67 +4%
SCM
2911
Semanteon Capital Management
Massachusetts
$524K -$341K -1,339 -42%
WIM
2912
Warwick Investment Management
Texas
$524K +$94K +369 +25%
CM
2913
Columbus Macro
Pennsylvania
$524K -$98.6K -387 -17%
OWM
2914
Opes Wealth Management
California
$523K -$38.2K -150 -7%
BMWM
2915
Brown Miller Wealth Management
Virginia
$523K -$43.3K -170 -8%
LAM
2916
Lingohr Asset Management
Germany
$521K -$305K -1,196 -39%
LSIA
2917
LaSalle St. Investment Advisors
Illinois
$520K +$13.5K +53 +3%
AIA
2918
Affinity Investment Advisors
California
$519K
OCM
2919
Osterweis Capital Management
California
$519K
IWP
2920
IAG Wealth Partners
Wisconsin
$519K +$36.4K +143 +8%
LAM
2921
Lakewood Asset Management
Illinois
$518K
CIC
2922
Concord Investment Counsel
California
$518K +$469K +1,843 New
CFG
2923
Carr Financial Group
Massachusetts
$518K +$32.9K +129 +8%
EA
2924
Emerald Advisors
Washington
$518K
CFP
2925
Curran Financial Partners
South Carolina
$517K -$27.5K -108 -6%