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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TW
2926
Transform Wealth
Colorado
$266K +$178 +1 +0.1%
MFA
2927
McClarren Financial Advisors
Pennsylvania
$266K +$190K +1,069 +202%
DFP
2928
Defined Financial Planning
California
$265K +$282K +1,590 New
SPWG
2929
Syntegra Private Wealth Group
Missouri
$264K
OPOWM
2930
One Plus One Wealth Management
Florida
$264K -$29.5K -166 -9%
EWA
2931
Encompass Wealth Advisors
Oregon
$264K +$24.3K +137 +9%
TCM
2932
TruNorth Capital Management
Michigan
$264K
SWM
2933
Sugarloaf Wealth Management
Georgia
$263K +$178 +1 +0.1%
SCI
2934
Silver Coast Investments
United States
$262K -$29.1K -164 -9%
NRI
2935
NFP Retirement Inc
California
$262K +$178 +1 +0.1%
MCC
2936
Money Concepts Capital
Florida
$262K -$39.1K -220 -12%
SIC
2937
SJS Investment Consulting
Ohio
$262K +$49.4K +278 +21%
HIGP
2938
Hill Investment Group Partners
Missouri
$262K +$2.13K +12 +0.8%
HFS
2939
Hopwood Financial Services
Virginia
$262K +$279K +1,570 New
TFF
2940
The Family Firm
Maryland
$262K +$63.1K +355 +29%
IA
2941
IAM Advisory
Pennsylvania
$261K -$4.44K -25 -2%
RP
2942
Rice Partnership
Hawaii
$261K
SWM
2943
SFG Wealth Management
Maryland
$260K -$178 -1 -0.1%
KA
2944
Kozak & Associates
Colorado
$260K +$14.6K +82 +6%
PA
2945
Prossimo Advisors
California
$260K
DIM
2946
DLK Investment Management
California
$259K +$9.95K +56 +4%
HCM
2947
Hengehold Capital Management
Ohio
$258K -$42.3K -238 -13%
FWP
2948
Forefront Wealth Partners
Texas
$258K +$275K +1,547 New
AWMG
2949
Alliance Wealth Management Group
New Jersey
$258K
SWM
2950
Stark Wealth Management
Pennsylvania
$257K +$274K +1,540 New