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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1901
HHM Wealth Advisors
Tennessee
$199K – – –
AWM
1902
AllSquare Wealth Management
New York
$198K – – –
DFCM
1903
Dark Forest Capital Management
Puerto Rico
$198K +$199K +2,543 New
SC
1904
Sierra Capital
Florida
$196K – – –
TH
1905
TCTC Holdings
Texas
$192K – – –
PH
1906
Pinnacle Holdings
Oklahoma
$191K – – –
WFA
1907
West Financial Advisors
Iowa
$190K -$305K -3,900 -62%
BAM
1908
Bellevue Asset Management
Washington
$187K -$15.9K -203 -8%
APW
1909
Acima Private Wealth
Virginia
$187K – – –
APC
1910
Aspire Private Capital
North Carolina
$187K – – –
TWA
1911
TCI Wealth Advisors
Arizona
$184K -$62.9K -804 -25%
MHR
1912
Matthew Hamilton Rosenberg
$183K +$31.2K +399 +20%
GWSG
1913
GPS Wealth Strategies Group
Colorado
$180K +$235 +3 +0.1%
LFG
1914
Larson Financial Group
Missouri
$178K +$16.4K +209 +10%
WWM
1915
Wolff Wiese Magana
California
$176K +$10.3K +131 +6%
WPA
1916
West Paces Advisors
Georgia
$175K – – –
TFO
1917
Tarbox Family Office
California
$171K +$57.5K +735 +50%
JWA
1918
JFS Wealth Advisors
Pennsylvania
$169K – – –
VCM
1919
Versant Capital Management
Arizona
$163K -$1.64K -21 -1%
RP
1920
Rowlandmiller & Partners
Georgia
$158K – – –
WLPWM
1921
Walled Lake Planning & Wealth Management
Illinois
$156K +$313 +4 +0.2%
FMP
1922
Financial Management Professionals
Texas
$156K +$2.66K +34 +2%
FA
1923
Fortis Advisors
Pennsylvania
$156K +$49.8K +636 +46%
CA
1924
Crewe Advisors
Utah
$155K – – –
TWM
1925
Tradition Wealth Management
Minnesota
$154K +$470 +6 +0.3%