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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1826
Summit Financial Group
West Virginia
$348K -$6.58K -75 -2%
LAM
1827
LifePro Asset Management
California
$348K
SIS
1828
Sound Income Strategies
Florida
$348K +$87.3K +996 +36%
PWP
1829
Perfromance Wealth Partners
Illinois
$347K -$15.3K -175 -4%
FOA
1830
Five Oceans Advisors
California
$347K -$175 -2 -0.1%
HW
1831
Hamilton Wealth
California
$346K +$12.5K +143 +4%
FFG
1832
Frisch Financial Group
New York
$346K -$10.4K -119 -3%
SB
1833
Strategic Blueprint
Georgia
$345K -$24.1K -275 -7%
KWM
1834
Keebeck Wealth Management
Illinois
$345K +$9.73K +111 +3%
HB
1835
Horizon Bancorp
Indiana
$345K -$59.2K -675 -15%
SIM
1836
Stratos Investment Management
Ohio
$345K +$103K +1,170 +46%
RBC
1837
Roble Belko & Company
Pennsylvania
$344K
WDA
1838
Wendell David Associates
New Hampshire
$344K
EGA
1839
E&G Advisors
Texas
$344K
MCM
1840
Marathon Capital Management
Maryland
$344K
WHG
1841
Westwood Holdings Group
Texas
$343K -$2.32M -26,474 -88%
LAM
1842
L2 Asset Management
Massachusetts
$342K +$13.9K +158 +4%
VCM
1843
Versant Capital Management
Arizona
$340K +$152K +1,736 +90%
TAM
1844
Townsend Asset Management
North Carolina
$340K +$1.84K +21 +0.6%
OCPWS
1845
One Charles Private Wealth Services
Massachusetts
$340K +$175 +2 +0.1%
GAM
1846
Gould Asset Management
California
$338K
MCM
1847
Monarch Capital Management
Indiana
$338K -$35.1K -400 -10%
FI
1848
Financial Insights
Washington
$337K -$90.3K -1,030 -22%
TWM
1849
TriaGen Wealth Management
California
$336K -$3.77K -43 -1%
MIA
1850
MainStreet Investment Advisors
Illinois
$336K -$34.7K -396 -10%