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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
1476
FSB Premier Wealth Management
Iowa
$618K +$32.8K +374 +6%
DC
1477
DeDora Capital
California
$617K +$88 +1 +0%
TFA
1478
Transamerica Financial Advisors
Florida
$616K +$23.4K +267 +4%
MAWCM
1479
Mine & Arao Wealth Creation & Management
California
$614K -$86.4K -985 -13%
APC
1480
Aspire Private Capital
North Carolina
$613K +$379K +4,323 +190%
TWM
1481
Thrive Wealth Management
Pennsylvania
$613K +$114K +1,298 +24%
RC
1482
RBO & Co
California
$613K – – –
CWS
1483
Confluence Wealth Services
Pennsylvania
$613K -$90.3K -1,030 -14%
CA
1484
Centerpoint Advisors
Massachusetts
$612K -$110K -1,260 -16%
DIP
1485
Davis Investment Partners
North Carolina
$611K – – –
WW
1486
Waterfront Wealth
Kansas
$610K -$63.8K -727 -10%
RIA
1487
Richwood Investment Advisors
Ohio
$610K – – –
AP
1488
Americana Partners
Texas
$609K +$575K +6,556 New
DCM
1489
Donaldson Capital Management
Indiana
$609K +$235K +2,676 +69%
H
1490
HoyleCohen
California
$609K -$1.84K -21 -0.3%
HWA
1491
HCR Wealth Advisors
California
$608K – – –
AC
1492
Avestar Capital
New York
$606K -$85.2K -972 -13%
WA
1493
Waddell & Associates
Tennessee
$605K +$5.61K +64 +1%
CCP
1494
Clarkston Capital Partners
Michigan
$604K – – –
GAM
1495
Gemmer Asset Management
California
$603K +$789 +9 +0.1%
BFG
1496
Berger Financial Group
Minnesota
$603K -$20.9K -238 -4%
PFA
1497
Plotkin Financial Advisors
Maryland
$602K +$8.77K +100 +2%
JSW
1498
Journey Strategic Wealth
New Jersey
$602K +$40.6K +463 +8%
FC
1499
FCA Corp
Texas
$601K +$567K +6,471 New
TWM
1500
Triton Wealth Management
Arizona
$600K -$19.6K -223 -4%