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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
3226
Owl Creek Wealth Partners
Colorado
$176K +$194K +1,195 New
WPA
3227
Wealth Preservation Advisors
Tennessee
$173K -$4.88K -30 -2%
FGAM
3228
Financial Gravity Asset Management
Texas
$169K -$813 -5 -0.4%
CWM
3229
Copia Wealth Management
Oregon
$168K
HIMS
3230
Hager Investment Management Services
New Hampshire
$168K -$270K -1,658 -59%
CPL
3231
Capital & Planning LLC
Georgia
$165K +$183K +1,123 New
CPG
3232
Cornerstone Planning Group
New Jersey
$164K +$25.7K +158 +22%
Cohen & Steers
3233
Cohen & Steers
New York
$162K +$48.8K +300 +38%
AT
3234
Arlington Trust
Alabama
$162K -$36.4K -224 -17%
RF
3235
Roxbury Financial
New Jersey
$161K +$325 +2 +0.2%
RTC
3236
Riverview Trust Company
Washington
$159K
WWM
3237
Wolff Wiese Magana
California
$158K -$1.69M -10,425 -91%
OPTFSNA
3238
Old Point Trust & Financial Services N A
Virginia
$157K
CWM
3239
Cranbrook Wealth Management
Michigan
$155K
SAM
3240
Sherman Asset Management
California
$155K +$8.94K +55 +6%
ATC
3241
Advantage Trust Company
Kansas
$155K -$20.3K -125 -11%
CW
3242
Curio Wealth
Maryland
$154K +$1.3K +8 +0.8%
WA
3243
Whipplewood Advisors
Colorado
$153K +$35.9K +221 +27%
MIM
3244
MTM Investment Management
South Carolina
$153K
PCFFS
3245
Pacific Center for Financial Services
California
$151K -$27K -166 -14%
CL
3246
CSS LLC
Illinois
$149K +$164K +1,010 New
EIM
3247
Essex Investment Management
Massachusetts
$147K
DWP
3248
Destiny Wealth Partners
Florida
$147K +$162K +998 New
RCP
3249
Roan Capital Partners
Tennessee
$146K +$162K +994 New
BWM
3250
Bernard Wealth Management
Michigan
$145K