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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1676
WealthPLAN Partners
Nebraska
$256K -$2.92K -49 -1%
BA
1677
Ballast Advisors
Minnesota
$256K – – –
FFG
1678
Frisch Financial Group
New York
$256K +$952 +16 +0.4%
CWM
1679
Calamos Wealth Management
Illinois
$256K +$29.6K +497 +14%
SAF
1680
Smith Anglin Financial
Texas
$256K +$235K +3,953 New
GFPC
1681
Global Financial Private Client
Florida
$255K -$7.2K -121 -3%
OA
1682
Oxbow Advisors
Texas
$255K -$59.5K -1,000 -20%
WAM
1683
Wakefield Asset Management
Colorado
$255K +$1.01K +17 +0.4%
SAM
1684
Synergy Asset Management
Washington
$255K +$235K +3,943 New
DWM
1685
Defined Wealth Management
Oregon
$254K +$234K +3,923 New
COI
1686
Connable Office Inc
Michigan
$254K +$234K +3,927 New
HNW
1687
High Note Wealth
Minnesota
$254K +$234K +3,936 New
SAM
1688
Shone Asset Management
California
$253K – – –
GWAG
1689
Garrett Wealth Advisory Group
Texas
$253K +$119 +2 +0.1%
TI
1690
Trexquant Investment
Connecticut
$253K +$232K +3,904 New
CCA
1691
Column Capital Advisors
Indiana
$252K -$12.9K -216 -5%
W
1692
WealthStone
Ohio
$252K +$232K +3,892 New
FP
1693
Financial Perspectives
Minnesota
$251K – – –
HIC
1694
Hartline Investment Corp
Illinois
$251K – – –
BCA
1695
Berman Capital Advisors
Georgia
$250K +$7.92K +133 +4%
PB
1696
Pinnacle Bancorp
Nebraska
$249K -$8.21K -138 -3%
SG
1697
StoneX Group
New York
$248K +$6.61K +111 +3%
SWA
1698
Sax Wealth Advisors
New Jersey
$248K +$228K +3,830 New
SW
1699
SlateStone Wealth
Florida
$246K -$49K -823 -18%
Members Trust
1700
Members Trust
Florida
$246K +$226K +3,798 New