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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1051
Stenger Family Office
Illinois
$3.38M +$329K +2,023 +10%
LFIA
1052
Legacy Financial Independent Advisors
Kentucky
$3.38M +$3.73M +22,953 New
RIP
1053
RAM Investment Partners
Washington
$3.38M +$94K +578 +3%
SPG
1054
Strategic Planning Group
Utah
$3.37M -$3.24M -19,935 -47%
MPPLM
1055
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.35M -$36.4K -224 -1%
FA
1056
Fiducient Advisors
Illinois
$3.35M -$668K -4,110 -15%
LGA
1057
Lebenthal Global Advisors
New York
$3.35M -$310K -1,909 -8%
KF
1058
Krilogy Financial
Missouri
$3.35M +$241K +1,482 +9%
WAAG
1059
Wealth Alliance Advisory Group
Kansas
$3.34M +$376K +2,316 +11%
FMTCOCP
1060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.34M +$861K +5,296 +30%
SW
1061
SteelPeak Wealth
California
$3.31M +$1.96M +12,050 +115%
SNBOSCI
1062
Security National Bank of Sioux City Iowa
Iowa
$3.3M +$30.9K +190 +0.9%
CIA
1063
Citadel Investment Advisory
Ohio
$3.29M -$127K -784 -3%
FRA
1064
Frank Rimerman Advisors
California
$3.28M +$560K +3,445 +18%
AI
1065
AXS Investments
New York
$3.28M -$33.3K -205 -0.9%
BIM
1066
Bridges Investment Management
Nebraska
$3.27M -$6.83K -42 -0.2%
GWM
1067
Geneos Wealth Management
Colorado
$3.27M -$19K -117 -0.5%
GW
1068
Griffith & Werner
Georgia
$3.26M +$2.08M +12,825 +137%
AWA
1069
Aaron Wealth Advisors
Illinois
$3.26M -$136K -835 -4%
GBT
1070
Grove Bank & Trust
Florida
$3.24M -$842K -5,178 -19%
APP
1071
Avantax Planning Partners
Iowa
$3.24M +$489K +3,010 +16%
EFS
1072
Essex Financial Services
Connecticut
$3.24M -$240K -1,475 -6%
CWM
1073
Centric Wealth Management
Illinois
$3.24M +$24.4K +150 +0.8%
SWP
1074
Sagespring Wealth Partners
Tennessee
$3.23M +$182K +1,122 +5%
SCA
1075
Sander Capital Advisors
Washington
$3.22M -$4.84M -29,788 -58%