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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
3176
Ritter Daniher Financial Advisory
Ohio
$31.6K -$1.3K -8 -3%
MSWA
3177
Marshall & Sterling Wealth Advisors
New York
$30.9K +$12.9K +79 +56%
CMP
3178
Coston McIsaac & Partners
Maine
$30K +$17.4K +107 +95%
TFM
3179
TFC Financial Management
Massachusetts
$29.8K
VWA
3180
Valued Wealth Advisors
Utah
$29.2K +$651 +4 +2%
NRWA
3181
North Ridge Wealth Advisors
Oregon
$28.7K
IHWM
3182
Iron Horse Wealth Management
Iowa
$28.5K +$24.6K +151 +285%
LWA
3183
Lowe Wealth Advisors
Maryland
$28K
IWM
3184
Inlight Wealth Management
Georgia
$27.7K +$32.2K +198 New
AP
3185
Aspect Partners
Virginia
$27.4K -$651 -4 -2%
RWA
3186
Redmont Wealth Advisors
Illinois
$27.3K +$31.7K +195 New
WAS
3187
Winch Advisory Services
Wisconsin
$25.7K
LC
3188
Lavaca Capital
Texas
$25.3K -$13K -80 -31%
BL
3189
BFSG LLC
California
$25.1K
GWMI
3190
Guardian Wealth Management (Illinois)
Illinois
$24.7K
SIM
3191
Synergy Investment Management
Florida
$24.3K -$5.05K -31 -15%
TCM
3192
TD Capital Management
Tennessee
$23.6K +$11.9K +73 +76%
VFM
3193
Vision Financial Markets
Connecticut
$22.8K +$9.93K +61 +60%
BFP
3194
Briaud Financial Planning
Texas
$21K
OCM
3195
Orion Capital Management
California
$20.4K
Cohen & Steers
3196
Cohen & Steers
New York
$20K +$1.47K +9 +7%
UIA
3197
Ulland Investment Advisors
Minnesota
$20K +$9.77K +60 +75%
SC
3198
Swan Capital
Florida
$19.6K
CF
3199
Collier Financial
Colorado
$19K +$163 +1 +0.7%
BC
3200
Barrett & Company
Rhode Island
$18.9K