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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
GC
3126
Gould Capital
Washington
$71.4K -$50.6K -311 -38%
RWM
3127
Ruedi Wealth Management
Illinois
$71.4K +$163 +1 +0.2%
WPWM
3128
Western Pacific Wealth Management
Illinois
$69.9K -$168K -1,031 -67%
MSFP
3129
Mark Sheptoff Financial Planning
Connecticut
$69.9K – – –
CTWM
3130
Cherry Tree Wealth Management
Minnesota
$69.6K – – –
WCM
3131
Westend Capital Management
California
$69.1K – – –
LWMI
3132
Legacy Wealth Management (Idaho)
Idaho
$68.9K -$163 -1 -0.2%
FWA
3133
FSC Wealth Advisors
New York
$66.7K – – –
SFO
3134
Standard Family Office
South Dakota
$66.5K -$58.1K -357 -43%
NCM
3135
Northwest Capital Management
Oregon
$66.5K – – –
CT
3136
Clearstead Trust
Maine
$65.7K +$76.5K +470 New
TIM
3137
Tortoise Investment Management
New York
$63.9K -$159K -978 -68%
DCM
3138
Disciplina Capital Management
Tennessee
$61K +$40.1K +246 +129%
TLA
3139
Tanglewood Legacy Advisors
Texas
$60.5K – – –
MIM
3140
Marshall Investment Management
Colorado
$59.8K +$2.6K +16 +4%
FFWM
3141
Future Financial Wealth Management
Ohio
$59.4K – – –
MIA
3142
MeadowBrook Investment Advisors
Michigan
$59.1K -$8.14K -50 -11%
HT
3143
Headlands Technologies
Illinois
$58K +$67.6K +415 New
CWM
3144
Consultiva Wealth Management
Puerto Rico
$57.7K – – –
T
3145
Tidemark
California
$56.8K – – –
FF
3146
Finley Financial
Nevada
$56.3K – – –
CCC
3147
Chelsea Counsel Company
California
$55.9K – – –
SC
3148
Steph & Co
Wisconsin
$55.8K +$4.23K +26 +7%
AW
3149
Affinity Wealth
Ohio
$55.6K – – –
TIAAOA
3150
Teachers Insurance & Annuity Association of America
New York
$53.1K – – –