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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
3251
WNY Asset Management
New York
$349K +$15K +59 +5%
FCA
3252
Fortis Capital Advisors
Kansas
$348K -$160K -628 -34%
BWA
3253
BCU Wealth Advisors
Illinois
$348K +$509 +2 +0.2%
CSC
3254
Caldwell Sutter Capital
California
$347K – – –
MWM
3255
Maripau Wealth Management
Indiana
$347K +$71.8K +282 +30%
WMN
3256
Wealth Management Nebraska
Nebraska
$346K -$12K -47 -4%
KCM
3257
Kendall Capital Management
Maryland
$346K -$40.7K -160 -12%
TCM
3258
Traub Capital Management
Massachusetts
$346K -$17.8K -70 -5%
SIS
3259
Strategic Investment Solutions
Illinois
$344K +$295K +1,157 +1,753%
BAM
3260
Bellevue Asset Management
Washington
$343K – – –
GCM
3261
Generation Capital Management
New York
$343K – – –
WLIM
3262
White Lighthouse Investment Management
Massachusetts
$343K -$6.11K -24 -2%
CT
3263
Clearstead Trust
Maine
$342K -$169K -663 -35%
BWP
3264
Bernardo Wealth Planning
Pennsylvania
$341K +$1.02K +4 +0.3%
WEG
3265
World Equity Group
Illinois
$341K +$7.13K +28 +2%
CFS
3266
Coordinated Financial Services
Colorado
$341K -$153K -601 -33%
LFP
3267
Leeward Financial Partners
Washington
$341K -$5.6K -22 -2%
IIM
3268
Ironwood Investment Management
Massachusetts
$341K – – –
WPA
3269
Wealth Preservation Advisors
Tennessee
$341K +$16.8K +66 +6%
BWFA
3270
Baltimore-Washington Financial Advisors
Maryland
$340K -$29.8K -117 -9%
GCM
3271
Graham Capital Management
Connecticut
$339K -$2.56M -10,067 -89%
VAM
3272
Virtue Asset Management
Illinois
$338K +$306K +1,202 New
MMCM
3273
Murphy & Mullick Capital Management
New York
$338K +$19.1K +75 +6%
SOWAS
3274
Silver Oak Wealth Advisors Services
California
$337K -$1.53K -6 -0.5%
DSN
3275
D. Scott Neal
Kentucky
$337K – – –