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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2926
Sandro Wealth Management
New Jersey
$274K +$12.7K +78 +4%
SLP
2927
Storen Legacy Partners
Indiana
$274K -$17.2K -106 -5%
AWA
2928
Adapt Wealth Advisors
Georgia
$274K -$1.14K -7 -0.4%
TA
2929
TruWealth Advisors
Louisiana
$273K +$5.85K +36 +2%
1CP
2930
17 Capital Partners
Arizona
$273K +$24.4K +150 +9%
AIA
2931
Arbor Investment Advisors
North Carolina
$273K -$6.5K -40 -2%
DBRC
2932
D.B. Root & Company
Pennsylvania
$273K +$42.1K +259 +16%
FFG
2933
Fiduciary Financial Group
California
$272K +$47K +289 +19%
CFFP
2934
Center for Financial Planning
Michigan
$272K -$2.93K -18 -1%
IWAO
2935
Independence Wealth Advisors (Ohio)
Ohio
$272K +$65.5K +403 +28%
LAM
2936
Lakewood Asset Management
Illinois
$271K +$163 +1 +0.1%
OCM
2937
Osterweis Capital Management
California
$271K -$12K -74 -4%
WJA
2938
Willis Johnson & Associates
Texas
$271K -$5.69K -35 -2%
CWM
2939
CMH Wealth Management
New Hampshire
$271K +$300K +1,843 New
WWM
2940
Waterway Wealth Management
Texas
$271K -$1.04M -6,394 -78%
CWMGO
2941
Capstone Wealth Management Group (Oregon)
Oregon
$270K -$106K -650 -26%
BMWM
2942
Brown Miller Wealth Management
Virginia
$270K +$1.14K +7 +0.4%
AC
2943
ASB Consultores
Florida
$270K +$237K +1,457 New
LCWM
2944
Legacy Capital Wealth Management
Texas
$270K +$90.2K +555 +43%
CA
2945
Carson Advisory
Georgia
$270K +$14.6K +90 +5%
FUBT
2946
First United Bank & Trust
Maryland
$270K -$345K -2,120 -54%
FCM
2947
Family Capital Management
Michigan
$270K +$46K +283 +18%
PWC
2948
Pathfinder Wealth Consulting
North Carolina
$269K +$297K +1,826 New
GFWA
2949
Grey Fox Wealth Advisors
Delaware
$268K +$88.6K +545 +43%
CWWM
2950
Clear Wave Wealth Management
New Jersey
$267K +$296K +1,818 New