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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
IFO
2951
Independent Family Office
New York
$276K
Vanguard Capital Wealth Advisors
2952
Vanguard Capital Wealth Advisors
Colorado
$276K
AWM
2953
Able Wealth Management
New Jersey
$276K +$387K +2,138 New
AIM
2954
Acropolis Investment Management
Missouri
$275K +$46.4K +256 +16%
CWMA
2955
Capstone Wealth Management (Alabama)
Alabama
$274K +$338K +1,867 New
PWP
2956
Precedent Wealth Partners
Texas
$273K +$69.8K +385 +26%
AWA
2957
Adapt Wealth Advisors
Georgia
$273K
GRA
2958
Golden Road Advisors
Florida
$273K +$31.9K +176 +10%
TWM
2959
Topsail Wealth Management
North Carolina
$272K -$8.88K -49 -3%
CA
2960
Carson Advisory
Georgia
$271K +$3.08K +17 +0.9%
OCM
2961
Osterweis Capital Management
California
$270K
SLP
2962
Storen Legacy Partners
Indiana
$270K -$3.81K -21 -1%
GAM
2963
Grandview Asset Management
Pennsylvania
$270K +$24.5K +135 +8%
BMWM
2964
Brown Miller Wealth Management
Virginia
$269K
SEEDPG
2965
S.E.E.D. Planning Group
New York
$269K +$16.3K +90 +5%
BI
2966
Breachway Investments
Rhode Island
$268K
AIA
2967
Affinity Investment Advisors
California
$268K +$331K +1,829 New
BWM
2968
Brown Wealth Management
Illinois
$267K +$5.8K +32 +2%
GKIM
2969
GW&K Investment Management
Massachusetts
$267K +$35.9K +198 +12%
CG
2970
Clarus Group
Texas
$266K +$181 +1 +0.1%
JF
2971
JMN Financial
Ohio
$266K +$1.27K +7 +0.4%
JWM
2972
Johnson Wealth Management
North Dakota
$266K +$7.79K +43 +2%
MCCP
2973
Mission Creek Capital Partners
California
$266K -$84.8K -468 -20%
BFA
2974
Buttonwood Financial Advisors
Maryland
$266K -$11.6K -64 -3%
OR
2975
Olympiad Research
Connecticut
$266K +$329K +1,815 New