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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BGWM
3501
Bridge Generations Wealth Management
Florida
$256K – – –
ACA
3502
Ascension Capital Advisors
Texas
$256K +$232K +911 New
BWP
3503
BlueStem Wealth Partners
Minnesota
$256K -$61.6K -242 -21%
MSA
3504
Marino Stram & Associates
Massachusetts
$255K +$231K +907 New
NA
3505
Note Advisors
New York
$255K +$231K +906 New
OWA
3506
Outlook Wealth Advisors
Texas
$255K +$230K +905 New
OAP
3507
One Advisory Partners
Kansas
$254K +$210K +824 New
PWA
3508
Providence Wealth Advisors
Illinois
$254K +$20.1K +79 +10%
HIM
3509
Harbour Investment Management
Washington
$253K -$136K -536 -37%
CAG
3510
Curtis Advisory Group
California
$253K -$7.64K -30 -3%
MHC
3511
Meyer Handelman Company
New York
$253K +$229K +900 New
WWM
3512
WT Wealth Management
Arizona
$253K -$76.4K -300 -25%
TVWM
3513
Tower View Wealth Management
Wisconsin
$252K – – –
HWM
3514
Howard Wealth Management
Connecticut
$252K +$228K +895 New
DWS
3515
Discipline Wealth Solutions
South Carolina
$252K +$228K +895 New
DFP
3516
Defined Financial Planning
California
$252K -$3.31K -13 -1%
HFS
3517
Heritage Financial Services
Massachusetts
$251K +$227K +893 New
TA
3518
Tactive Advisors
Florida
$251K +$227K +892 New
GCM
3519
Gibraltar Capital Management
Oklahoma
$251K +$227K +892 New
TFA
3520
Transamerica Financial Advisors
Florida
$251K +$226K +888 +22,200%
FAIM
3521
Financial Advocates Investment Management
Washington
$249K -$990K -3,889 -81%
WCM Investment Management
3522
WCM Investment Management
California
$249K -$55.5K -218 -20%
WAG
3523
Wiser Advisor Group
Arizona
$249K +$225K +884 New
LWM
3524
Luminvest Wealth Management
Arizona
$249K +$225K +884 New
BBA
3525
Braun-Bostich & Associates
Pennsylvania
$248K +$225K +882 New