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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AW
3026
Avion Wealth
Texas
$25K +$3.77K +26 +21%
AFS
3027
Annapolis Financial Services
Maryland
$24.8K +$724 +5 +4%
SC
3028
Swan Capital
Florida
$23.9K – – –
BC
3029
Barrett & Company
Rhode Island
$23K -$8.69K -60 -31%
Cohen & Steers
3030
Cohen & Steers
New York
$23K -$17.7K -122 -47%
AAG
3031
Accordant Advisory Group
Maryland
$22.2K +$724 +5 +4%
CWA
3032
Carolina Wealth Advisors
South Carolina
$21.6K +$12.6K +87 +218%
BFP
3033
Briaud Financial Planning
Texas
$21K – – –
W
3034
WealthCollab
Washington
$20.8K +$12K +83 +213%
SHIM
3035
Stone House Investment Management
Pennsylvania
$20.1K +$4.34K +30 +34%
CMP
3036
Coston McIsaac & Partners
Maine
$19K – – –
CMA
3037
Cedar Mountain Advisors
Oregon
$17.8K – – –
TCA
3038
Trifecta Capital Advisors
Illinois
$17.6K – – –
ACM
3039
Anfield Capital Management
California
$17K +$14.5K +100 New
WAS
3040
Winch Advisory Services
Wisconsin
$16.6K – – –
TFM
3041
TFC Financial Management
Massachusetts
$15.8K – – –
TCM
3042
TD Capital Management
Tennessee
$15.4K +$13K +90 New
HWM
3043
Horizons Wealth Management
North Carolina
$12.3K – – –
MDCM
3044
Morgan Dempsey Capital Management
Wisconsin
$12.3K – – –
MIFH
3045
Migdal Insurance & Financial Holdings
Israel
$12K -$68.9K -476 -87%
FG
3046
Fairman Group
Pennsylvania
$11.9K – – –
SIS
3047
Strategic Investment Solutions
Illinois
$11.2K +$9.56K +66 New
AFWM
3048
Abich Financial Wealth Management
Virginia
$10.5K -$75.8K -523 -89%
IHWM
3049
Iron Horse Wealth Management
Iowa
$9.03K +$4.34K +30 +130%
GI
3050
GS Investments
Minnesota
$8.52K – – –