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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
3001
Xcel Wealth Management
Florida
$263K -$1.45K -8 -0.4%
C1AG
3002
Client 1st Advisory Group
Florida
$263K +$14.7K +81 +5%
TFA
3003
Tranquilli Financial Advisor
New Jersey
$263K +$11.8K +65 +4%
FCM
3004
Family Capital Management
Michigan
$263K -$7.07K -39 -2%
2L
3005
25 LLC
Missouri
$262K +$6.52K +36 +2%
BWS
3006
Buck Wealth Strategies
Colorado
$262K -$41.9K -231 -11%
BOPW
3007
Brandywine Oak Private Wealth
Pennsylvania
$262K – – –
OAS
3008
Optivise Advisory Services
Tennessee
$262K +$13.6K +75 +4%
LWMNY
3009
Landmark Wealth Management (New York)
New York
$261K -$105K -582 -25%
POIA
3010
Pin Oak Investment Advisors
Texas
$261K -$15.8K -87 -5%
WTFG
3011
Wood Tarver Financial Group
Idaho
$260K – – –
BWFA
3012
Baltimore-Washington Financial Advisors
Maryland
$260K +$60.7K +335 +23%
KCP
3013
Kera Capital Partners
California
$258K +$320K +1,763 New
USWIA
3014
UP Strategic Wealth Investment Advisors
Pennsylvania
$258K +$134K +740 +71%
SN
3015
Sittner & Nelson
Oregon
$258K -$19.8K -109 -6%
BI
3016
Berkeley Inc
Idaho
$257K +$2.54K +14 +0.8%
ELI
3017
Empire Life Investments
Ontario, Canada
$257K -$51.8K -286 -14%
WA
3018
WESPAC Advisors
California
$257K +$362 +2 +0.1%
PFA
3019
Professional Financial Advisors
Nebraska
$257K +$3.26K +18 +1%
SC
3020
Scratch Capital
Idaho
$256K -$5.98K -33 -2%
CM
3021
Columbus Macro
Pennsylvania
$255K -$10.1K -56 -3%
GCM
3022
Gambit Capital Management
Tennessee
$255K -$40.1K -221 -11%
ATI
3023
Act Two Investors
California
$255K – – –
MA
3024
Maxele Advisors
Missouri
$255K +$315K +1,738 New
SL
3025
Sentry LLC
Tennessee
$254K -$37.3K -206 -11%