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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1776
Defined Wealth Management
Oregon
$274K – – –
P
1777
&Partners
Tennessee
$274K – – –
CCFM
1778
Clear Creek Financial Management
Washington
$274K +$43.3K +591 +18%
IIC
1779
Integrated Investment Consultants
Michigan
$273K -$84.3K -1,152 -23%
FP
1780
Financial Perspectives
Minnesota
$272K – – –
KWM
1781
Kolinsky Wealth Management
New Jersey
$270K +$19.3K +264 +7%
GKWIM
1782
Gerber Kawasaki Wealth & Investment Management
California
$270K +$38.8K +530 +16%
SG
1783
Swarthmore Group
Pennsylvania
$269K -$4.59M -62,721 -94%
SG
1784
Stonnington Group
California
$268K -$11K -150 -4%
BO
1785
Bank OZK
Arkansas
$268K – – –
PP
1786
Patron Partners
Texas
$268K – – –
Members Trust
1787
Members Trust
Florida
$267K – – –
SFG
1788
Summit Financial Group
West Virginia
$267K – – –
CWA
1789
Clarity Wealth Advisors
California
$267K +$1.61K +22 +0.6%
SB
1790
Strategic Blueprint
Georgia
$267K +$59.4K +812 +27%
FFG
1791
Frisch Financial Group
New York
$266K -$16.8K -229 -6%
FOA
1792
Five Oceans Advisors
California
$266K +$11.4K +156 +4%
BEI
1793
Benjamin Edwards Inc
Missouri
$265K +$15.9K +217 +6%
CANY
1794
Caxton Associates (New York)
New York
$265K +$277K +3,787 New
CA
1795
Crewe Advisors
Utah
$264K +$43.6K +595 +19%
KCM
1796
KRS Capital Management
Michigan
$264K +$46.6K +636 +20%
EBA
1797
Eagle Bay Advisors
New York
$263K +$276K +3,766 New
JCM
1798
Jag Capital Management
Missouri
$263K -$15.4K -210 -5%
BA
1799
Ballast Advisors
Minnesota
$263K -$14.6K -200 -5%
CW
1800
CreativeOne Wealth
Kansas
$262K -$65.4K -893 -19%