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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AW
3276
Avion Wealth
Texas
$35K +$10.5K +59 +39%
OA
3277
Operose Advisors
Wisconsin
$34.8K -$1.83M -10,314 -98%
NRWA
3278
North Ridge Wealth Advisors
Oregon
$34.2K +$36.4K +205 New
VWA
3279
Valued Wealth Advisors
Utah
$34.2K -$2.13K -12 -6%
SIM
3280
Synergy Investment Management
Florida
$34K +$36.4K +205 New
AP
3281
Aspect Partners
Virginia
$33.3K -$6.22K -35 -15%
LWA
3282
Lowe Wealth Advisors
Maryland
$33.3K – – –
HC
3283
Hurley Capital
New York
$32.8K +$33.2K +187 New
DCM
3284
Disciplina Capital Management
Tennessee
$31.7K – – –
CWP
3285
Clark Wealth Partners
Illinois
$30.9K +$32.9K +185 New
WAS
3286
Winch Advisory Services
Wisconsin
$30.6K +$15.5K +87 +90%
BL
3287
BFSG LLC
California
$29.9K – – –
GWMI
3288
Guardian Wealth Management (Illinois)
Illinois
$29.4K – – –
KPP
3289
Kings Path Partners
Texas
$28.2K – – –
LFA
3290
Legend Financial Advisors
Pennsylvania
$26.2K – – –
BFP
3291
Briaud Financial Planning
Texas
$25K +$4.62K +26 +21%
RS
3292
R Squared
Hong Kong
$25K +$26.6K +150 New
OCM
3293
Orion Capital Management
California
$24.3K +$25.9K +146 New
MSWA
3294
Marshall & Sterling Wealth Advisors
New York
$23.6K +$25.2K +142 New
SC
3295
Swan Capital
Florida
$23.3K – – –
FIA
3296
FPC Investment Advisory
California
$22.6K +$23.6K +133 New
CF
3297
Collier Financial
Colorado
$22.6K +$24K +135 New
BC
3298
Barrett & Company
Rhode Island
$22.5K – – –
LOIP
3299
Live Oak Investment Partners
Texas
$22.3K – – –
Cohen & Steers
3300
Cohen & Steers
New York
$22K -$1.07K -6 -4%