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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1626
Ballast Advisors
Minnesota
$236K -$8.58K -151 -4%
FFG
1627
Frisch Financial Group
New York
$236K +$6.65K +117 +3%
WAM
1628
Wakefield Asset Management
Colorado
$235K -$454 -8 -0.2%
GWAG
1629
Garrett Wealth Advisory Group
Texas
$233K -$46.8K -824 -17%
SWM
1630
SVA Wealth Management
Wisconsin
$232K -$27.6K -485 -11%
CSPIA
1631
Cary Street Partners Investment Advisory
Virginia
$232K +$221K +3,886 New
FP
1632
Financial Perspectives
Minnesota
$232K +$118K +2,071 +114%
WP
1633
WealthPLAN Partners
Nebraska
$231K -$240K -4,218 -51%
HIC
1634
Hartline Investment Corp
Illinois
$231K – – –
H
1635
HoyleCohen
California
$230K -$1.68M -29,498 -88%
AWA
1636
ARS Wealth Advisors
Florida
$230K +$341 +6 +0.2%
BWP
1637
BSW Wealth Partners
Colorado
$229K -$92.7K -1,632 -30%
BMM
1638
Buffington Mohr McNeal
Idaho
$229K – – –
WQ
1639
Wealth Quarterback
New Jersey
$229K – – –
BFC
1640
Blue Fin Capital
Rhode Island
$228K – – –
PIA
1641
Pinion Investment Advisors
Kansas
$228K – – –
CAGAS
1642
Capital Advisory Group Advisory Services
Minnesota
$228K +$284 +5 +0.1%
NPF
1643
Norris Perne & French
Michigan
$227K – – –
BWM
1644
BerganKDV Wealth Management
Minnesota
$226K -$896K -15,779 -81%
OMC
1645
Old Mission Capital
Illinois
$225K +$214K +3,772 New
WDA
1646
Wendell David Associates
New Hampshire
$224K – – –
KWMG
1647
King Wealth Management Group
Florida
$224K +$511 +9 +0.2%
HFRG
1648
Houlihan Financial Resource Group
Virginia
$224K +$223K +3,919 New
Jacobs Levy Equity Management
1649
Jacobs Levy Equity Management
New Jersey
$223K -$143K -2,510 -40%
AW
1650
ACG Wealth
Georgia
$223K -$30.7K -541 -13%