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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1726
Quantum Financial Advisors
California
$296K +$279K +3,815 New
MA
1727
MCF Advisors
Kentucky
$295K -$112K -1,536 -27%
TPWA
1728
TRUE Private Wealth Advisors
Oregon
$295K -$67.5K -922 -18%
CCFCSB
1729
Cape Cod Five Cents Savings Bank
Massachusetts
$295K -$11.9K -163 -4%
OWA
1730
Octavia Wealth Advisors
Ohio
$295K – – –
T
1731
TCWP
Ohio
$295K +$25.8K +353 +9%
BWM
1732
Birchcreek Wealth Management
Ohio
$294K -$153K -2,087 -33%
AWP
1733
Ascent Wealth Partners
New York
$293K +$59.1K +807 +24%
MF
1734
Manchester Financial
California
$292K – – –
BFS
1735
Bickling Financial Services
Massachusetts
$292K +$1.17K +16 +0.4%
SGK
1736
Steigerwald Gordon & Koch
Virginia
$292K +$2.34K +32 +0.8%
AL
1737
ADE LLC
Maryland
$291K – – –
PA
1738
Parkside Advisors
California
$291K +$878 +12 +0.3%
CPIA
1739
Cornell Pochily Investment Advisors
New York
$290K – – –
GJCM
1740
Grand Jean Capital Management
California
$290K – – –
PHAM
1741
Palisades Hudson Asset Management
Florida
$289K +$1.1K +15 +0.4%
TW
1742
TrinityPoint Wealth
Connecticut
$289K +$14.9K +204 +5%
S
1743
SimplyRich
California
$287K – – –
TWM
1744
Tradition Wealth Management
Minnesota
$287K +$366 +5 +0.1%
TFA
1745
Tranquilli Financial Advisor
New Jersey
$287K +$4.76K +65 +2%
CCA
1746
Column Capital Advisors
Indiana
$287K +$8.2K +112 +3%
WI
1747
Wedgewood Investors
Pennsylvania
$285K -$73 -1 -0%
MHR
1748
Matthew Hamilton Rosenberg
$285K +$51.6K +705 +21%
MCA
1749
Magnolia Capital Advisors
Mississippi
$284K -$1.14M -15,510 -79%
HFG
1750
Heron Financial Group
New York
$284K – – –