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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PRP
3051
Peak Retirement Planning
Ohio
$318K +$235K +1,456 New
MFG
3052
Mustico Financial Group
New York
$318K +$204K +1,265 New
RWM
3053
Riverchase Wealth Management
Texas
$317K
AG
3054
Algert Global
California
$317K +$234K +1,452 New
MWM
3055
Massachusetts Wealth Management
Massachusetts
$317K
XWM
3056
Xcel Wealth Management
Florida
$317K +$234K +1,450 New
MTWM
3057
Masso Torrence Wealth Management
New Jersey
$315K +$323 +2 +0.1%
LF
3058
Lighthouse Financial
Florida
$315K
SSWM
3059
Sheets Smith Wealth Management
North Carolina
$314K -$13.7K -85 -6%
SQA
3060
Simon Quick Advisors
New Jersey
$314K -$1.14M -7,089 -83%
FLP
3061
Financial Life Planners
Arizona
$314K +$969 +6 +0.4%
HIM
3062
Harbour Investment Management
Washington
$314K
PCA
3063
Purkiss Capital Advisors
Connecticut
$314K
WMP
3064
Wealth Management Partners
Arizona
$313K +$218K +1,347 New
SAM
3065
Satovsky Asset Management
New York
$313K -$7.59K -47 -3%
BWM
3066
BigSur Wealth Management
Florida
$312K -$15.3K -95 -6%
CDWM
3067
Campbell Deegan Wealth Management
Virginia
$312K +$230K +1,427 New
DIP
3068
DT Investment Partners
Pennsylvania
$312K -$9.04K -56 -4%
GA
3069
GFS Advisors
Texas
$311K +$230K +1,423 New
BCP
3070
Blue Chip Partners
Michigan
$311K +$229K +1,421 New
RF
3071
Rossby Financial
Florida
$311K +$47.8K +296 +26%
RP
3072
Rice Partnership
Hawaii
$310K +$229K +1,416 New
CCIA
3073
Cherry Creek Investment Advisors
Colorado
$309K +$228K +1,414 New
MWM
3074
Melfa Wealth Management
Massachusetts
$309K +$228K +1,412 New
CCM
3075
Coerente Capital Management
Ontario, Canada
$308K +$228K +1,410 New