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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1751
Fagan Associates
New York
$519K +$567K +4,898 New
AC
1752
Apella Capital
Connecticut
$518K +$5.79K +50 +1%
PFG
1753
PAX Financial Group
Texas
$518K -$2.31K -20 -0.4%
CBT
1754
CoreFirst Bank & Trust
Kansas
$517K +$117K +1,015 +26%
LWM
1755
LJI Wealth Management
Indiana
$517K +$42.5K +367 +8%
FA
1756
Fiducient Advisors
Illinois
$517K +$565K +4,879 New
AF
1757
Advisornet Financial
Minnesota
$515K -$954K -8,242 -63%
SA
1758
Strategic Advisors
New York
$514K +$13.8K +119 +3%
IAMOG
1759
Investors Asset Management of Georgia
Georgia
$513K – – –
CPRC
1760
Consolidated Portfolio Review Corp
New York
$513K +$16.3K +141 +3%
GHA
1761
GW Henssler & Associates
Georgia
$512K -$11.6K -100 -2%
FFA
1762
Founders Financial Alliance
North Carolina
$510K -$67.5K -583 -11%
BAM
1763
Byrne Asset Management
New Jersey
$510K -$554K -4,782 Closed
RP
1764
Riverbridge Partners
Minnesota
$508K – – –
HB
1765
Horizon Bancorp
Indiana
$508K +$107K +922 +24%
WCM
1766
Whitener Capital Management
North Carolina
$507K -$21.6K -187 -4%
JSW
1767
Journey Strategic Wealth
New Jersey
$506K -$29.2K -252 -5%
SMA
1768
Seven Mile Advisory
New Jersey
$501K -$6.71K -58 -1%
CWP
1769
Capital Wealth Planning
Florida
$500K -$35.3K -305 -6%
BMM
1770
Buffington Mohr McNeal
Idaho
$499K -$5.79K -50 -1%
WDA
1771
Wendell David Associates
New Hampshire
$498K +$116K +1,000 +27%
REMPR
1772
Roof Eidam Maycock Peralta (REMP)
California
$494K – – –
IAIM
1773
International Assets Investment Management
Florida
$494K +$17K +147 +3%
VAM
1774
Verity Asset Management
North Carolina
$493K -$77.6K -670 -13%
MCA
1775
Magnolia Capital Advisors
Mississippi
$493K +$561K +4,850 New