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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VERPA
3301
Virginia Estate & Retirement Planning Advisors
Virginia
$96.2K +$111K +682 New
HPWM
3302
High Point Wealth Management
New Jersey
$95.5K -$97.2K -598 -48%
FPF
3303
First Pacific Financial
Washington
$94.5K +$3.41K +21 +3%
EPIM
3304
Evelyn Partners Investment Management
$93.4K – – –
GWSA
3305
Global Wealth Strategies & Associates
Colorado
$91.2K -$813 -5 -0.8%
PWMG
3306
Private Wealth Management Group
New Jersey
$91.1K +$7.8K +48 +8%
EP
3307
Essential Partners
California
$90.2K -$276K -1,701 -74%
BIA
3308
Bell Investment Advisors
California
$88.7K -$88.9K -547 -48%
ISWM
3309
Intesa Sanpaolo Wealth Management
$88.4K -$137K -841 -58%
ETS
3310
ESL Trust Services
New York
$88.3K – – –
GJIA
3311
Glass Jacobson Investment Advisors
Maryland
$88.3K – – –
SI
3312
Sava Infond
Slovenia
$88.3K – – –
KAS
3313
Kemnay Advisory Services
New York
$87.8K -$13.7K -84 -12%
TGY2IT
3314
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$87.8K +$97K +597 New
VWA
3315
VSM Wealth Advisory
Maryland
$87.6K – – –
FCT
3316
Family Capital Trust
Massachusetts
$86.9K -$1.3K -8 -1%
FCT
3317
First Community Trust
Iowa
$85.8K – – –
OA
3318
Operose Advisors
Wisconsin
$85K +$41.6K +256 +80%
Q1WB
3319
Quest 10 Wealth Builders
Virginia
$84.3K +$63.6K +391 +215%
BGAI
3320
Bruce G. Allen Investments
Colorado
$82.7K -$4.55K -28 -5%
SR
3321
Swiss Re
Switzerland
$82.1K – – –
PMIM
3322
Prudent Man Investment Management
Colorado
$81.1K – – –
BCA
3323
Bernzott Capital Advisors
California
$80.9K – – –
1CP
3324
1015 Capital Partners
Pennsylvania
$80.9K +$19K +117 +27%
MAFA
3325
MJT & Associates Financial Advisory
Minnesota
$79.9K +$163 +1 +0.2%