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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
3251
Pacific Center for Financial Services
California
$151K -$27K -166 -14%
CL
3252
CSS LLC
Illinois
$149K +$164K +1,010 New
EIM
3253
Essex Investment Management
Massachusetts
$147K – – –
DWP
3254
Destiny Wealth Partners
Florida
$147K +$162K +998 New
RCP
3255
Roan Capital Partners
Tennessee
$146K +$162K +994 New
BWM
3256
Bernard Wealth Management
Michigan
$145K – – –
PWA
3257
Provenance Wealth Advisors
Florida
$143K +$130K +800 +473%
FFA
3258
Frazier Financial Advisors
Ohio
$143K +$30.4K +187 +24%
RA
3259
Rational Advisors
New York
$138K – – –
SC
3260
Steph & Co
Wisconsin
$134K +$10.4K +64 +8%
C
3261
Covestor
United Kingdom
$134K -$30.1K -185 -17%
AWA
3262
Acumen Wealth Advisors
Tennessee
$134K -$2.6K -16 -2%
CGA
3263
Compound Global Advisors
Washington
$132K +$146K +900 New
WAG
3264
Wiser Advisor Group
Arizona
$131K +$325 +2 +0.2%
PWM
3265
Peck Wealth Management
New York
$130K -$179K -1,100 -55%
FWA
3266
Flagship Wealth Advisors
Massachusetts
$129K – – –
AWM
3267
Abound Wealth Management
Tennessee
$129K -$11.2K -69 -7%
HIW
3268
Holos Integrated Wealth
Pennsylvania
$128K – – –
DMIC
3269
Dixon Mitchell Investment Counsel
British Columbia, Canada
$127K -$4.71K -29 -12%
DI
3270
DAGCO Inc
Ohio
$127K – – –
BHWM
3271
Bay Harbor Wealth Management
Maryland
$125K +$125K +766 +880%
WSA
3272
Wealth Science Advisors
Georgia
$122K +$102K +626 New
SMFG
3273
Sumitomo Mitsui Financial Group
Japan
$121K +$134K +822 New
API
3274
Asset Planning Inc
California
$119K +$163 +1 +0.1%
SEP
3275
Signature Equity Partners
Ohio
$119K -$25.4K -156 -16%