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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
3351
Elk River Wealth Management
Colorado
$303K – – –
SPA
3352
Sentinel Pension Advisors
Massachusetts
$303K +$35.7K +140 +15%
JPWM
3353
Jamison Private Wealth Management
Georgia
$303K +$4.58K +18 +2%
QF
3354
QVT Financial
New York
$302K +$274K +1,075 New
BPC
3355
Bearing Point Capital
Minnesota
$302K – – –
PG
3356
Prostatis Group
Maryland
$302K +$273K +1,074 New
FIM
3357
Fruth Investment Management
Texas
$302K – – –
OKSA
3358
O'Keefe Stevens Advisory
New York
$302K -$277K -1,086 -50%
WWG
3359
West Wealth Group
California
$302K +$28.3K +111 +13%
AFA
3360
Alpha Financial Advisors
North Carolina
$301K +$1.27K +5 +0.5%
SFS
3361
Stiles Financial Services
Minnesota
$301K +$273K +1,071 New
RWI
3362
Red Wave Investments
Pennsylvania
$300K – – –
SFP
3363
Strategic Financial Partners
Oregon
$300K – – –
MEAC
3364
M.E. Allison & Co
Texas
$300K +$22.9K +90 +9%
WAOI
3365
Wealth Advisors of Iowa
Iowa
$300K – – –
BGAI
3366
Bruce G. Allen Investments
Colorado
$300K +$4.33K +17 +2%
WC
3367
Weil Company
California
$299K +$31.3K +123 +13%
STA
3368
Smith Thornton Advisors
Alabama
$299K +$270K +1,061 New
LSWM
3369
Lorne Steinberg Wealth Management
Canada
$298K -$54.8K -215 -17%
TAM
3370
TCP Asset Management
Ohio
$298K +$270K +1,059 New
IG
3371
IFS Group
Pennsylvania
$298K +$262K +1,030 New
OPTFSNA
3372
Old Point Trust & Financial Services N A
Virginia
$298K – – –
PKC
3373
Palmer Knight Company
Florida
$297K – – –
CWM
3374
Cranbrook Wealth Management
Michigan
$297K – – –
RMF
3375
Red Mountain Financial
Colorado
$296K – – –