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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1551
Geller Advisors
New York
$358K +$110K +1,694 +50%
AIP
1552
Almanack Investment Partners
Pennsylvania
$357K +$7.25K +112 +2%
EWM
1553
Executive Wealth Management
Michigan
$357K +$7.38K +114 +2%
VIM
1554
Vista Investment Management
Pennsylvania
$354K -$15.1K -233 -4%
FF
1555
FourThought Financial
Florida
$354K -$1.88K -29 -0.6%
FMW
1556
Farr Miller & Washington
District of Columbia
$353K +$2.59K +40 +0.8%
SGK
1557
Steigerwald Gordon & Koch
Virginia
$353K +$5.76K +89 +2%
BCA
1558
Berman Capital Advisors
Georgia
$353K +$75K +1,159 +30%
OFS
1559
OneAscent Financial Services
Alabama
$352K -$18.1K -280 -5%
TNA
1560
True North Advisors
Texas
$352K – – –
CL
1561
CSS LLC
Illinois
$351K +$324K +5,000 New
HFA
1562
Hoover Financial Advisors
Pennsylvania
$350K +$8.87K +137 +3%
NAM
1563
North American Management
Massachusetts
$349K -$78.5K -1,212 -20%
NHC
1564
Nicholas Hoffman & Company
Georgia
$348K +$58K +896 +22%
RP
1565
Riverbridge Partners
Minnesota
$347K +$9.58K +148 +3%
LFF
1566
Level Four Financial
Texas
$346K +$3.56K +55 +1%
FSA
1567
Fort Sheridan Advisors
Illinois
$346K +$45.3K +700 +17%
EH
1568
Equitable Holdings
New York
$345K -$45K -695 -12%
CWP
1569
Concord Wealth Partners
Virginia
$345K -$9.78K -151 -3%
OWA
1570
Octavia Wealth Advisors
Ohio
$345K +$318K +4,915 New
PL
1571
Parthenon LLC
Kentucky
$344K -$64.7K -1,000 -17%
MF
1572
Manchester Financial
California
$344K +$2.2K +34 +0.7%
CA
1573
Claro Advisors
Massachusetts
$344K +$42.7K +659 +16%
AO
1574
Advisor OS
Illinois
$344K +$317K +4,903 New
PCG
1575
Private Capital Group
Connecticut
$342K -$301K -4,644 -49%