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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1851
Fiducient Advisors
Illinois
$609K -$3.66K -32 -0.7%
WCM
1852
Whitener Capital Management
North Carolina
$608K +$6.29K +55 +1%
WW
1853
Waterfront Wealth
Kansas
$606K +$6.18K +54 +1%
HR
1854
Howe & Rusling
New York
$606K +$6.98K +61 +1%
VWM
1855
Vivid Wealth Management
Iowa
$605K +$41.8K +365 +8%
RL
1856
Rogco LP
Oklahoma
$604K +$297K +2,591 +117%
IGWM
1857
ICA Group Wealth Management
Colorado
$604K +$103K +903 +23%
PCH
1858
PGIM Custom Harvest
New Jersey
$603K +$263K +2,296 +92%
RP
1859
Riverbridge Partners
Minnesota
$603K -$8.13K -71 -1%
LAM
1860
LECAP Asset Management
United Kingdom
$602K -$1.64M -14,333 -75%
KLCM
1861
KG&L Capital Management
Louisiana
$602K -$151K -1,319 -22%
LPAM
1862
Lodestar Private Asset Management
California
$601K -$4.46K -39 -0.8%
S
1863
Sunpointe
Missouri
$601K +$22.8K +199 +4%
CAM
1864
Claret Asset Management
Quebec, Canada
$599K -$33.4K -292 -6%
SFS
1865
Security Financial Services
Indiana
$598K +$25.2K +220 +5%
LWM
1866
Lodestone Wealth Management
Washington
$598K -$3.55K -31 -0.6%
TWM
1867
Tradition Wealth Management
Minnesota
$595K -$2.29K -20 -0.4%
AC
1868
Apella Capital
Connecticut
$594K -$6.75K -59 -1%
AFG
1869
Allegheny Financial Group
Pennsylvania
$594K -$37.9K -331 -7%
WDG
1870
Wealth Dimensions Group
Ohio
$593K -$7.67K -67 -1%
BTWM
1871
Brass Tax Wealth Management
Ohio
$593K +$540K +4,718 New
BMM
1872
Buffington Mohr McNeal
Idaho
$593K +$229 +2 +0%
GGA
1873
Granite Group Advisors
Connecticut
$592K -$19.5K -170 -3%
OAM
1874
Occidental Asset Management
California
$588K +$6.87K +60 +1%
ACA
1875
Anchor Capital Advisors
Massachusetts
$587K – – –