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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1751
Tradition Wealth Management
Minnesota
$339K +$130K +1,606 +64%
RIM
1752
Reynolds Investment Management
South Carolina
$339K +$332K +4,095 New
FFC
1753
First Financial Corp
Indiana
$338K – – –
WI
1754
Wedgewood Investors
Pennsylvania
$338K – – –
HFG
1755
Heron Financial Group
New York
$337K -$7.29K -90 -2%
W
1756
Wealthquest
Ohio
$337K – – –
FPWM
1757
FSB Premier Wealth Management
Iowa
$337K +$36.8K +454 +11%
Financial Engines Advisors
1758
Financial Engines Advisors
California
$336K -$87.1K -1,076 -21%
NL
1759
Navalign LLC
California
$336K +$5.59K +69 +2%
TAM
1760
Townsend Asset Management
North Carolina
$336K +$16.2K +200 +5%
WFA
1761
Wade Financial Advisory
California
$336K +$101K +1,250 +44%
DWM
1762
Doyle Wealth Management
Florida
$335K -$14.3K -177 -4%
BB
1763
Bell Bank
North Dakota
$335K -$5.51K -68 -2%
HNW
1764
High Note Wealth
Minnesota
$334K +$648 +8 +0.2%
FFG
1765
Frisch Financial Group
New York
$334K +$20.7K +255 +7%
TFA
1766
Tranquilli Financial Advisor
New Jersey
$334K +$108K +1,333 +49%
GWAG
1767
Garrett Wealth Advisory Group
Texas
$333K +$162 +2 +0%
HA
1768
Herold Advisors
New York
$333K +$243 +3 +0.1%
SDWIA
1769
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$332K – – –
FWM
1770
Focused Wealth Management
New York
$331K -$156K -1,923 -32%
CCA
1771
Column Capital Advisors
Indiana
$331K -$92.2K -1,139 -22%
OGC
1772
Oak Grove Capital
New Hampshire
$331K -$24.3K -300 -7%
ESB
1773
Essex Savings Bank
Connecticut
$331K -$16.2K -200 -5%
GRQ
1774
Gardner Russo & Quinn
Pennsylvania
$331K – – –
HWMG
1775
Hurlow Wealth Management Group
Indiana
$331K – – –