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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MF
3151
Montis Financial
Massachusetts
$224K -$13K -72 -4%
B
3152
Bensler
Washington
$224K +$10.1K +56 +4%
LF
3153
LifeSteps Financial
California
$224K -$13K -72 -5%
IWM
3154
IMG Wealth Management
Florida
$223K +$11.6K +64 +4%
FCM
3155
Fourpath Capital Management
Oklahoma
$222K -$7.43K -41 -3%
CAM
3156
Chesapeake Asset Management
New York
$222K -$22.1K -122 -7%
ISFAN
3157
Investor's Fiduciary Advisor Network
Washington
$222K -$28.3K -156 -9%
PPW
3158
Presilium Private Wealth
Pennsylvania
$222K +$1.27K +7 +0.5%
WFA
3159
Woodward Financial Advisors
North Carolina
$222K – – –
CWM
3160
Cherrydale Wealth Management
New Jersey
$221K +$3.08K +17 +1%
PA
3161
ProCore Advisors
California
$221K +$274K +1,510 New
OHIS
3162
Oak Harvest Investment Services
Texas
$221K -$68.5K -378 -20%
SP
3163
Successful Portfolios
Florida
$221K -$362 -2 -0.1%
HP
3164
Haven Private
Florida
$221K – – –
PGFG
3165
Pine Grove Financial Group
Minnesota
$221K +$10.5K +58 +4%
IAS
3166
Investment Advisory Services
Texas
$221K +$273K +1,507 New
YWS
3167
Yarger Wealth Strategies
Ohio
$221K +$11.8K +65 +4%
BFS
3168
BridgePort Financial Solutions
Iowa
$220K +$272K +1,503 New
Cohen & Steers
3169
Cohen & Steers
New York
$220K +$72.5K +400 +36%
Aristotle Capital Management
3170
Aristotle Capital Management
California
$220K – – –
VCM
3171
Verde Capital Management
Michigan
$220K – – –
SCM
3172
Stonehearth Capital Management
Massachusetts
$219K -$498K -2,748 -65%
WDC
3173
Woodward Diversified Capital
California
$219K +$271K +1,494 New
CFA
3174
CWS Financial Advisors
Michigan
$219K – – –
KBFS
3175
Kohmann Bosshard Financial Services
Ohio
$219K – – –