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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
3126
Caliber Wealth Management (Kansas)
Kansas
$225K -$375K -2,071 -57%
WMN
3127
Wealth Management Nebraska
Nebraska
$224K -$5.44K -30 -2%
TCM
3128
Tradewinds Capital Management
Washington
$224K -$27.7K -153 -9%
NHT
3129
New Hampshire Trust
New Hampshire
$224K +$277K +1,530 New
MF
3130
Montis Financial
Massachusetts
$224K -$13K -72 -4%
B
3131
Bensler
Washington
$224K +$10.1K +56 +4%
LF
3132
LifeSteps Financial
California
$224K -$13K -72 -5%
IWM
3133
IMG Wealth Management
Florida
$223K +$11.6K +64 +4%
FCM
3134
Fourpath Capital Management
Oklahoma
$222K -$7.43K -41 -3%
CAM
3135
Chesapeake Asset Management
New York
$222K -$22.1K -122 -7%
ISFAN
3136
Investor's Fiduciary Advisor Network
Washington
$222K -$28.3K -156 -9%
PPW
3137
Presilium Private Wealth
Pennsylvania
$222K +$1.27K +7 +0.5%
WFA
3138
Woodward Financial Advisors
North Carolina
$222K +$274K +1,512 New
CWM
3139
Cherrydale Wealth Management
New Jersey
$221K +$3.08K +17 +1%
PA
3140
ProCore Advisors
California
$221K +$274K +1,510 New
OHIS
3141
Oak Harvest Investment Services
Texas
$221K -$68.5K -378 -20%
SP
3142
Successful Portfolios
Florida
$221K -$362 -2 -0.1%
HP
3143
Haven Private
Florida
$221K
IAS
3144
Investment Advisory Services
Texas
$221K +$273K +1,507 New
YWS
3145
Yarger Wealth Strategies
Ohio
$221K +$11.8K +65 +4%
BFS
3146
BridgePort Financial Solutions
Iowa
$220K +$272K +1,503 New
Cohen & Steers
3147
Cohen & Steers
New York
$220K +$72.5K +400 +36%
Aristotle Capital Management
3148
Aristotle Capital Management
California
$220K
VCM
3149
Verde Capital Management
Michigan
$220K
SCM
3150
Stonehearth Capital Management
Massachusetts
$219K -$498K -2,748 -65%