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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
3001
Asset Advisory Group
New Jersey
$361K +$440K +1,850 New
I
3002
INVST
Indiana
$360K +$28.6K +120 +7%
RS
3003
Retirement Solution
Washington
$360K +$164K +688 +59%
LAM
3004
Lakewood Asset Management
Illinois
$359K +$238 +1 +0.1%
IGGA
3005
Iron Gate Global Advisors
Utah
$359K +$4.76K +20 +1%
PFM
3006
Phillips Financial Management
Indiana
$358K +$19.3K +81 +5%
WestEnd Advisors
3007
WestEnd Advisors
North Carolina
$358K -$45.4M -190,849 -99%
PPWM
3008
PFG Private Wealth Management
Florida
$357K +$436K +1,833 New
MWA
3009
MFA Wealth Advisors
Pennsylvania
$357K +$2.38K +10 +0.5%
BI
3010
Breachway Investments
Rhode Island
$357K +$436K +1,832 New
WR
3011
WD Rutherford
Oregon
$357K -$171K -717 -28%
BMWM
3012
Brown Miller Wealth Management
Virginia
$357K -$6.67K -28 -2%
MWM
3013
Maripau Wealth Management
Indiana
$356K +$142K +595 +48%
TWM
3014
Topsail Wealth Management
North Carolina
$356K -$2.38K -10 -0.5%
SIC
3015
Shoker Investment Counsel
Ohio
$355K +$8.81K +37 +2%
TA
3016
TruWealth Advisors
Louisiana
$355K -$43.6K -183 -9%
RK
3017
Rather & Kittrell
Tennessee
$354K -$31.4K -132 -7%
VDC
3018
Van Diest Capital
Iowa
$353K +$432K +1,814 New
LWA
3019
Lantern Wealth Advisors
New York
$352K +$23.8K +100 +6%
ZWA
3020
Zinnia Wealth Advisory
Florida
$351K +$429K +1,801 New
SFG
3021
Sunburst Financial Group
Alabama
$350K – – –
RFA
3022
ROI Financial Advisors
Oregon
$350K +$146K +612 +52%
CM
3023
Columbus Macro
Pennsylvania
$350K -$16.2K -68 -4%
FBFS
3024
First Business Financial Services
Wisconsin
$350K -$4.76K -20 -1%
MFWP
3025
Mosaic Family Wealth Partners
Missouri
$350K +$476 +2 +0.1%