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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
3651
Sterling Group Wealth Management
California
$205K +$186K +730 New
MAFA
3652
MJT & Associates Financial Advisory
Minnesota
$205K +$13.5K +53 +8%
SIC
3653
SFE Investment Counsel
California
$204K +$185K +727 New
SL
3654
SFM LLC
New Hampshire
$204K +$185K +726 New
WA
3655
Westfuller Advisors
New York
$204K +$185K +726 New
AIP
3656
Arrowpoint Investment Partners
Singapore
$203K +$184K +723 New
RG
3657
Renaissance Group
Kentucky
$203K +$184K +723 New
SFCL
3658
Strengthening Families & Communities LLC
Massachusetts
$203K – – –
IPW
3659
Intergy Private Wealth
Colorado
$203K +$184K +721 New
CSIA
3660
Conrad Siegel Investment Advisors
Pennsylvania
$202K +$183K +720 New
CCA
3661
Cadent Capital Advisors
Oklahoma
$202K +$183K +719 New
BWAM
3662
Boyd Watterson Asset Management
Ohio
$202K – – –
BF
3663
Brogan Financial
Tennessee
$202K +$183K +718 New
SF
3664
Slagle Financial
Illinois
$202K +$183K +717 New
FFWA
3665
Forthright Family Wealth Advisory
Texas
$201K +$182K +715 New
LKWM
3666
Lee-Kelleher Wealth Management
Maryland
$201K +$182K +715 New
SWM
3667
Steinberganna Wealth Management
New York
$201K +$182K +714 New
SIG
3668
Spinnaker Investment Group
California
$200K +$181K +712 New
UBV
3669
United Bank (Virginia)
Virginia
$200K -$758K -2,976 -81%
AMG
3670
Advisors Management Group
Wisconsin
$200K +$181K +712 New
SC
3671
Steph & Co
Wisconsin
$199K +$79.2K +311 +79%
CWM
3672
Crowley Wealth Management
Delaware
$197K – – –
RWS
3673
Retirement Wealth Solutions
Wisconsin
$196K – – –
FPF
3674
First Pacific Financial
Washington
$174K +$26K +102 +20%
STB
3675
S&T Bank
Pennsylvania
$172K +$8.4K +33 +6%