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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PRP
3101
Peak Retirement Planning
Ohio
$319K +$40.5K +170 +12%
2L
3102
25 LLC
Missouri
$319K -$2.38K -10 -0.6%
LF
3103
LifeSteps Financial
California
$319K +$9.52K +40 +3%
SF
3104
SWP Financial
California
$319K – – –
BWM
3105
BCS Wealth Management
Tennessee
$318K +$208K +874 +115%
LWP
3106
LeClair Wealth Partners
Ohio
$318K -$714 -3 -0.2%
RIM
3107
Reliant Investment Management
Tennessee
$318K -$8.28M -34,757 -96%
GSWA
3108
Good Steward Wealth Advisors
Tennessee
$318K -$78.1K -328 -17%
DFS
3109
Dixon Fnancial Services
California
$317K +$11.9K +50 +3%
DIA
3110
Davidson Investment Advisors
Montana
$317K – – –
AT
3111
American Trust
Kentucky
$316K +$38.6K +162 +11%
BBI
3112
Baxter Bros Inc
Connecticut
$316K -$9.52K -40 -2%
HI
3113
Human Investing
Oregon
$315K -$46.2K -194 -11%
AIP
3114
Almanack Investment Partners
Pennsylvania
$314K -$314K -1,317 -45%
FWM
3115
FFT Wealth Management
Pennsylvania
$314K -$64.3K -270 -14%
IWP
3116
IAG Wealth Partners
Wisconsin
$314K -$55.5K -233 -13%
EWA
3117
Encompass Wealth Advisors
Oregon
$313K -$2.86K -12 -0.7%
NC
3118
North Capital
Utah
$313K -$18.8K -79 -5%
GAM
3119
Grandview Asset Management
Pennsylvania
$313K -$29.5K -124 -7%
CNTOF
3120
Canandaigua National Trust of Florida
New York
$312K -$2.62K -11 -0.7%
PCA
3121
Purkiss Capital Advisors
Connecticut
$312K +$31.2K +131 +9%
AF
3122
AtlasMark Financial
Texas
$312K – – –
PP
3123
Pingora Partners
Wyoming
$312K – – –
GPCM
3124
Guardsman Private Capital Management
Florida
$312K +$381K +1,600 New
BLWM
3125
Bucket List Wealth Management
Florida
$312K +$381K +1,599 New