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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1426
Schrum Private Wealth Management
Florida
$508K – – –
BHWM
1427
Bar Harbor Wealth Management
New Hampshire
$508K +$1.76K +24 +0.3%
FIA
1428
Foundations Investment Advisors
Arizona
$507K -$30.2K -413 -6%
LIA
1429
LBMC Investment Advisors
Tennessee
$507K – – –
RWP
1430
Ridgecrest Wealth Partners
California
$506K – – –
NFC
1431
Northeast Financial Consultants
Connecticut
$506K +$224K +3,059 +73%
MFA
1432
Mayflower Financial Advisors
Massachusetts
$505K +$2.71K +37 +0.5%
CA
1433
CoreCap Advisors
Michigan
$504K -$1.32K -18 -0.2%
CWM
1434
Cornerstone Wealth Management
Missouri
$504K +$133K +1,817 +34%
HA
1435
Harfst & Associates
Wyoming
$499K -$307K -4,188 -37%
VWM
1436
Venturi Wealth Management
Texas
$499K -$128K -1,749 -20%
SBCM
1437
Schwerin Boyle Capital Management
Massachusetts
$498K – – –
IFG
1438
Independent Financial Group
California
$497K +$131K +1,788 +34%
FCMT
1439
Founders Capital Management (Texas)
Texas
$497K -$149K -2,033 -22%
JCIA
1440
Jackson Creek Investment Advisors
Colorado
$497K -$1.83K -25 -0.4%
PFS
1441
Prospera Financial Services
Texas
$493K -$99.6K -1,360 -16%
BA
1442
Bridgewater Advisors
New York
$491K -$5.34K -73 -1%
LWMNY
1443
Landmark Wealth Management (New York)
New York
$490K -$2.34K -32 -0.5%
RCM
1444
RB Capital Management
Nevada
$489K +$29.3K +400 +6%
FAG
1445
Fortitude Advisory Group
Washington
$488K -$3.37K -46 -0.7%
HWM
1446
Horizon Wealth Management
Illinois
$483K – – –
PC
1447
Prairiewood Capital
North Dakota
$482K – – –
CFA
1448
Cahill Financial Advisors
Minnesota
$482K +$155K +2,113 +44%
CB
1449
CNB Bank
Pennsylvania
$481K -$7.32K -100 -1%
DLHL
1450
Donald L. Hagan LLC
Florida
$481K +$20.9K +285 +4%