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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RA
2976
Rise Advisors
New York
$372K -$31.4K -132 -6%
BI
2977
Berkeley Inc
Idaho
$371K -$25.5K -107 -5%
CWM
2978
Contango Wealth Management
California
$370K +$452K +1,898 New
FMN
2979
Financial Management Network
California
$370K -$137K -575 -23%
AIA
2980
Arbor Investment Advisors
North Carolina
$370K
NSG
2981
Nalls Sherbakoff Group
Tennessee
$369K +$36.2K +152 +9%
JWM
2982
Johnson Wealth Management
North Dakota
$369K -$14K -59 -3%
UW
2983
Unique Wealth
Florida
$368K -$4.05K -17 -0.9%
HBT
2984
Heartland Bank & Trust
Illinois
$367K -$952 -4 -0.2%
SGI
2985
Swan Global Investments
Colorado
$367K +$189K +793 +73%
HG
2986
Harbor Group
New Hampshire
$367K +$227K +955 +103%
IFO
2987
Independent Family Office
New York
$367K
MA
2988
Maxele Advisors
Missouri
$367K +$238 +1 +0.1%
WJA
2989
Willis Johnson & Associates
Texas
$366K -$125K -525 -22%
DCM
2990
Donaldson Capital Management
Indiana
$366K -$89.5K -376 -17%
EWM
2991
Endowment Wealth Management
Wisconsin
$365K -$38.1K -160 -8%
RAM
2992
Reflection Asset Management
South Carolina
$365K +$446K +1,873 New
AWA
2993
Adapt Wealth Advisors
Georgia
$364K
C1AG
2994
Client 1st Advisory Group
Florida
$364K +$34.3K +144 +8%
CFFP
2995
Center for Financial Planning
Michigan
$364K -$2.38K -10 -0.5%
LWMM
2996
Legacy Wealth Management (Mississippi)
Mississippi
$361K +$8.33K +35 +2%
AAG
2997
Asset Advisory Group
New Jersey
$361K +$440K +1,850 New
I
2998
INVST
Indiana
$360K +$28.6K +120 +7%
RS
2999
Retirement Solution
Washington
$360K +$164K +688 +59%
LAM
3000
Lakewood Asset Management
Illinois
$359K +$238 +1 +0.1%