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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1626
Frisch Financial Group
New York
$236K +$6.65K +117 +3%
WAM
1627
Wakefield Asset Management
Colorado
$235K -$454 -8 -0.2%
GWAG
1628
Garrett Wealth Advisory Group
Texas
$233K -$46.8K -824 -17%
SWM
1629
SVA Wealth Management
Wisconsin
$232K -$27.6K -485 -11%
CSPIA
1630
Cary Street Partners Investment Advisory
Virginia
$232K +$221K +3,886 New
FP
1631
Financial Perspectives
Minnesota
$232K +$118K +2,071 +114%
WP
1632
WealthPLAN Partners
Nebraska
$231K -$240K -4,218 -51%
HIC
1633
Hartline Investment Corp
Illinois
$231K
H
1634
HoyleCohen
California
$230K -$1.68M -29,498 -88%
AWA
1635
ARS Wealth Advisors
Florida
$230K +$341 +6 +0.2%
BWP
1636
BSW Wealth Partners
Colorado
$229K -$92.7K -1,632 -30%
BMM
1637
Buffington Mohr McNeal
Idaho
$229K
WQ
1638
Wealth Quarterback
New Jersey
$229K
BFC
1639
Blue Fin Capital
Rhode Island
$228K
PIA
1640
Pinion Investment Advisors
Kansas
$228K
CAGAS
1641
Capital Advisory Group Advisory Services
Minnesota
$228K +$284 +5 +0.1%
NPF
1642
Norris Perne & French
Michigan
$227K
BWM
1643
BerganKDV Wealth Management
Minnesota
$226K -$896K -15,779 -81%
OMC
1644
Old Mission Capital
Illinois
$225K +$214K +3,772 New
WDA
1645
Wendell David Associates
New Hampshire
$224K
KWMG
1646
King Wealth Management Group
Florida
$224K +$511 +9 +0.2%
HFRG
1647
Houlihan Financial Resource Group
Virginia
$224K +$223K +3,919 New
Jacobs Levy Equity Management
1648
Jacobs Levy Equity Management
New Jersey
$223K -$143K -2,510 -40%
AW
1649
ACG Wealth
Georgia
$223K -$30.7K -541 -13%
BCA
1650
Berman Capital Advisors
Georgia
$223K -$7.33K -129 -3%