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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PFW
3026
Petros Family Wealth
Minnesota
$349K -$264K -1,109 -38%
PCM
3027
Park Capital Management
Wisconsin
$349K -$455K -1,911 -52%
SWM
3028
Sandro Wealth Management
New Jersey
$348K +$425K +1,786 New
CC
3029
Clearwave Capital
California
$348K +$425K +1,784 New
PIA
3030
Petredis Investment Advisors
Pennsylvania
$347K – – –
TFO
3031
Tarbox Family Office
California
$346K +$43.8K +184 +12%
LI
3032
LifeWealth Investments
Florida
$345K -$5.48K -23 -1%
MFG
3033
Menard Financial Group
Texas
$345K -$30.2K -127 -7%
WIM
3034
Warwick Investment Management
Texas
$345K -$22.6K -95 -5%
CCA
3035
Corps Capital Advisors
Texas
$344K +$420K +1,766 New
MWM
3036
Maridea Wealth Management
New York
$344K -$49.3K -207 -10%
JPG
3037
Jordan Park Group
California
$344K – – –
CPSC
3038
Carl P. Sherr & Co
Massachusetts
$344K -$9.52K -40 -2%
WFAG
3039
Wescott Financial Advisory Group
Pennsylvania
$343K – – –
CG
3040
Curat Global
New Hampshire
$343K – – –
MA
3041
MBA Advisors
Pennsylvania
$342K -$1.19K -5 -0.3%
DE
3042
DV Equities
Illinois
$342K +$417K +1,753 New
SEEDPG
3043
S.E.E.D. Planning Group
New York
$341K -$2.38K -10 -0.6%
WA
3044
WESPAC Advisors
California
$341K +$93.1K +391 +29%
KA
3045
Kozak & Associates
Colorado
$341K -$11K -46 -3%
TPW
3046
TL Private Wealth
Texas
$341K +$238 +1 +0.1%
SPWM
3047
Spartan Planning & Wealth Management
North Carolina
$340K -$247K -1,038 -37%
CA
3048
Carson Advisory
Georgia
$340K +$228K +957 +122%
WTFG
3049
Wood Tarver Financial Group
Idaho
$339K – – –
WMA
3050
Wealth Management Associates
New Jersey
$339K +$414K +1,738 New