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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
3026
Cookson Peirce & Co
Pennsylvania
$237K +$10.7K +60 +4%
BFG
3027
Bouchey Financial Group
New York
$237K -$1.6K -9 -0.6%
CAM
3028
Clark Asset Management
New Hampshire
$236K -$55.1K -310 -18%
MWM
3029
Melfa Wealth Management
Massachusetts
$236K – – –
PWM
3030
Pines Wealth Management
North Carolina
$236K +$271K +1,526 New
BWM
3031
BigSur Wealth Management
Florida
$235K -$35.7K -201 -12%
EGWAG
3032
Elwood & Goetz Wealth Advisory Group
Georgia
$235K – – –
SCA
3033
Sulzberger Capital Advisors
Florida
$235K +$250K +1,410 New
RI
3034
RWWM Inc
California
$234K – – –
HI
3035
Humankind Investments
New York
$234K -$70.2K -395 -22%
EPIM
3036
Evelyn Partners Investment Management
$234K +$250K +1,405 New
PSB
3037
Piscataqua Savings Bank
New Hampshire
$234K – – –
PSF
3038
Pacific Sun Financial
California
$234K -$533 -3 -0.2%
LBWM
3039
Left Brain Wealth Management
Illinois
$233K – – –
RTC
3040
Riverview Trust Company
Washington
$233K – – –
CDWM
3041
Campbell Deegan Wealth Management
Virginia
$233K +$248K +1,397 New
HCWM
3042
Hidden Cove Wealth Management
Washington
$232K +$248K +1,395 New
MF
3043
Meridian Financial
Massachusetts
$232K -$88.8K -500 -26%
IWA
3044
IVC Wealth Advisors
Pennsylvania
$232K -$14.7K -83 -6%
ISWM
3045
Independent Solutions Wealth Management
New York
$232K +$21.1K +119 +9%
LWAM
3046
Legacy Wealth Asset Management
Minnesota
$232K -$355 -2 -0.1%
PCMM
3047
Piedmont Capital Management (Montana)
Montana
$231K +$178 +1 +0.1%
BCP
3048
Blue Chip Partners
Michigan
$231K -$14K -79 -5%
TA
3049
TPG Advisors
Illinois
$231K – – –
FEG
3050
Financial Enhancement Group
Indiana
$231K +$266K +1,499 New