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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1801
Perfromance Wealth Partners
Illinois
$320K -$42K -553 -12%
CA
1802
CGN Advisors
Kansas
$319K -$57.3K -754 -16%
FP
1803
Financial Perspectives
Minnesota
$318K
DCM
1804
Donaldson Capital Management
Indiana
$317K +$2.28K +30 +0.8%
GA
1805
Greenspring Advisors
Maryland
$316K
CFA
1806
Cahill Financial Advisors
Minnesota
$315K -$181K -2,385 -38%
LNWTC
1807
Laird Norton Wetherby Trust Company
Washington
$315K +$293K +3,858 New
QFA
1808
Quantum Financial Advisors
California
$315K +$2.81K +37 +1%
AW
1809
Atlas Wealth
Ohio
$315K +$293K +3,850 New
FFG
1810
Frisch Financial Group
New York
$314K +$1.14K +15 +0.4%
JCM
1811
Jag Capital Management
Missouri
$314K +$13.5K +177 +5%
PP
1812
Patron Partners
Texas
$313K
HWM
1813
Horizon Wealth Management
Illinois
$313K -$5.85K -77 -2%
SFG
1814
Summit Financial Group
West Virginia
$313K
CFCI
1815
Comprehensive Financial Consultants Institutional
Indiana
$311K -$7.37K -97 -3%
CM
1816
Columbus Macro
Pennsylvania
$309K -$5.62K -74 -2%
BA
1817
Ballast Advisors
Minnesota
$308K
RRA
1818
Round Rock Advisors
Connecticut
$306K
T
1819
TCWP
Ohio
$306K -$37.5K -493 -12%
PCS
1820
Personal CFO Solutions
New Jersey
$306K -$349K -4,587 -55%
SW
1821
SteelPeak Wealth
California
$306K -$358K -4,707 -56%
FOA
1822
Five Oceans Advisors
California
$305K -$5.09K -67 -2%
FMP
1823
Financial Management Professionals
Texas
$305K +$2.2K +29 +0.8%
RFA
1824
Resurgent Financial Advisors
Georgia
$303K -$4.56K -60 -2%
WDA
1825
Wendell David Associates
New Hampshire
$303K