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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3251
Maripau Wealth Management
Indiana
$347K +$71.8K +282 +30%
WMN
3252
Wealth Management Nebraska
Nebraska
$346K -$12K -47 -4%
KCM
3253
Kendall Capital Management
Maryland
$346K -$40.7K -160 -12%
TCM
3254
Traub Capital Management
Massachusetts
$346K -$17.8K -70 -5%
SIS
3255
Strategic Investment Solutions
Illinois
$344K +$295K +1,157 +1,753%
BAM
3256
Bellevue Asset Management
Washington
$343K
GCM
3257
Generation Capital Management
New York
$343K
WLIM
3258
White Lighthouse Investment Management
Massachusetts
$343K -$6.11K -24 -2%
CT
3259
Clearstead Trust
Maine
$342K -$169K -663 -35%
BWP
3260
Bernardo Wealth Planning
Pennsylvania
$341K +$1.02K +4 +0.3%
WEG
3261
World Equity Group
Illinois
$341K +$7.13K +28 +2%
CFS
3262
Coordinated Financial Services
Colorado
$341K -$153K -601 -33%
LFP
3263
Leeward Financial Partners
Washington
$341K -$5.6K -22 -2%
IIM
3264
Ironwood Investment Management
Massachusetts
$341K
WPA
3265
Wealth Preservation Advisors
Tennessee
$341K +$16.8K +66 +6%
BWFA
3266
Baltimore-Washington Financial Advisors
Maryland
$340K -$29.8K -117 -9%
GCM
3267
Graham Capital Management
Connecticut
$339K -$2.56M -10,067 -89%
VAM
3268
Virtue Asset Management
Illinois
$338K +$306K +1,202 New
MMCM
3269
Murphy & Mullick Capital Management
New York
$338K +$19.1K +75 +6%
SOWAS
3270
Silver Oak Wealth Advisors Services
California
$337K -$1.53K -6 -0.5%
DSN
3271
D. Scott Neal
Kentucky
$337K
AFAS
3272
Acorn Financial Advisory Services
Virginia
$336K -$21.1K -83 -6%
PCFFS
3273
Pacific Center for Financial Services
California
$335K -$12K -47 -4%
SL
3274
SWMG LLC
Texas
$335K +$3.56K +14 +1%
EWM
3275
Elmwood Wealth Management
California
$333K +$302K +1,185 New