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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
3226
Voisard Asset Management Group
Michigan
$207K +$256K +1,415 New
WCM
3227
Warburton Capital Management
Oklahoma
$207K +$257K +1,417 New
OPOWM
3228
One Plus One Wealth Management
Florida
$207K – – –
AFC
3229
Ares Financial Consulting
California
$206K – – –
TI
3230
tru Independence
Oregon
$206K +$2.9K +16 +1%
JMA
3231
J.M. Arbour
Maine
$206K +$255K +1,405 New
WAL
3232
W Advisors LLC
Tennessee
$205K – – –
CWP
3233
CFM Wealth Partners
Texas
$205K +$362 +2 +0.1%
AWC
3234
Adamsbrown Wealth Consultants
Kansas
$204K -$35.5K -196 -12%
AWA
3235
Archvest Wealth Advisors
California
$204K +$252K +1,392 New
MPIA
3236
Milestones Private Investment Advisors
New York
$204K – – –
VIPI
3237
Vista Investment Partners II
Indiana
$203K +$252K +1,388 New
RW
3238
RVW Wealth
California
$203K – – –
WF
3239
Wayfinding Financial
Washington
$203K +$251K +1,387 New
RBWA
3240
RFG - Bristol Wealth Advisors
Massachusetts
$203K -$563K -3,109 -69%
GCM
3241
Gables Capital Management
Florida
$203K -$56.7K -313 -18%
MF
3242
Meridian Financial
Massachusetts
$203K -$9.06K -50 -3%
FC
3243
Fairscale Capital
New Hampshire
$203K – – –
QCIG
3244
Quad-Cities Investment Group
Iowa
$202K +$250K +1,379 New
PEA
3245
Park Edge Advisors
Ohio
$202K -$1.37M -7,540 -85%
BWP
3246
Barlow Wealth Partners
Kentucky
$201K – – –
FWA
3247
Flagship Wealth Advisors
Massachusetts
$201K +$142K +781 +132%
APFP
3248
Action Point Financial Planning
Michigan
$201K +$250K +1,380 New
SS
3249
STG Securities
New York
$201K +$248K +1,371 New
SRM
3250
Shelter Rock Management
New York
$201K – – –