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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2976
Precedent Wealth Partners
Texas
$273K +$69.8K +385 +26%
AWA
2977
Adapt Wealth Advisors
Georgia
$273K – – –
GRA
2978
Golden Road Advisors
Florida
$273K +$31.9K +176 +10%
TWM
2979
Topsail Wealth Management
North Carolina
$272K -$8.88K -49 -3%
CA
2980
Carson Advisory
Georgia
$271K +$3.08K +17 +0.9%
OCM
2981
Osterweis Capital Management
California
$270K – – –
SLP
2982
Storen Legacy Partners
Indiana
$270K -$3.81K -21 -1%
GAM
2983
Grandview Asset Management
Pennsylvania
$270K +$24.5K +135 +8%
BMWM
2984
Brown Miller Wealth Management
Virginia
$269K – – –
SEEDPG
2985
S.E.E.D. Planning Group
New York
$269K +$16.3K +90 +5%
BI
2986
Breachway Investments
Rhode Island
$268K – – –
AIA
2987
Affinity Investment Advisors
California
$268K +$331K +1,829 New
BWM
2988
Brown Wealth Management
Illinois
$267K +$5.8K +32 +2%
GKIM
2989
GW&K Investment Management
Massachusetts
$267K +$35.9K +198 +12%
CG
2990
Clarus Group
Texas
$266K +$181 +1 +0.1%
JF
2991
JMN Financial
Ohio
$266K +$1.27K +7 +0.4%
JWM
2992
Johnson Wealth Management
North Dakota
$266K +$7.79K +43 +2%
MCCP
2993
Mission Creek Capital Partners
California
$266K -$84.8K -468 -20%
BFA
2994
Buttonwood Financial Advisors
Maryland
$266K -$11.6K -64 -3%
OR
2995
Olympiad Research
Connecticut
$266K +$329K +1,815 New
QPBE
2996
Quintet Private Bank (Europe)
Luxembourg
$266K -$231K -1,273 -41%
SSWG
2997
Seven Springs Wealth Group
Tennessee
$265K -$37.7K -208 -10%
CFA
2998
Capstone Financial Advisors
Illinois
$265K +$11.4K +63 +4%
RFA
2999
Rollins Financial Advisors
New York
$264K -$71.2K -393 -18%
FDS
3000
First Dallas Securities
Texas
$264K -$54.4K -300 -14%