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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
3201
Voisard Asset Management Group
Michigan
$207K +$256K +1,415 New
WCM
3202
Warburton Capital Management
Oklahoma
$207K +$257K +1,417 New
OPOWM
3203
One Plus One Wealth Management
Florida
$207K
AFC
3204
Ares Financial Consulting
California
$206K
TI
3205
tru Independence
Oregon
$206K +$2.9K +16 +1%
JMA
3206
J.M. Arbour
Maine
$206K +$255K +1,405 New
WAL
3207
W Advisors LLC
Tennessee
$205K
CWP
3208
CFM Wealth Partners
Texas
$205K +$362 +2 +0.1%
AWC
3209
Adamsbrown Wealth Consultants
Kansas
$204K -$35.5K -196 -12%
AWA
3210
Archvest Wealth Advisors
California
$204K +$252K +1,392 New
MPIA
3211
Milestones Private Investment Advisors
New York
$204K
VIPI
3212
Vista Investment Partners II
Indiana
$203K +$252K +1,388 New
RW
3213
RVW Wealth
California
$203K
WF
3214
Wayfinding Financial
Washington
$203K +$251K +1,387 New
RBWA
3215
RFG - Bristol Wealth Advisors
Massachusetts
$203K -$563K -3,109 -69%
GCM
3216
Gables Capital Management
Florida
$203K -$56.7K -313 -18%
MF
3217
Meridian Financial
Massachusetts
$203K -$9.06K -50 -3%
FC
3218
Fairscale Capital
New Hampshire
$203K
QCIG
3219
Quad-Cities Investment Group
Iowa
$202K +$250K +1,379 New
PEA
3220
Park Edge Advisors
Ohio
$202K -$1.37M -7,540 -85%
BWP
3221
Barlow Wealth Partners
Kentucky
$201K
FWA
3222
Flagship Wealth Advisors
Massachusetts
$201K +$142K +781 +132%
APFP
3223
Action Point Financial Planning
Michigan
$201K +$250K +1,380 New
SS
3224
STG Securities
New York
$201K +$248K +1,371 New
SRM
3225
Shelter Rock Management
New York
$201K