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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
B
1901
Bellecapital
Switzerland
$226K – – –
ZF
1902
Zhang Financial
Michigan
$226K +$237K +3,231 New
MC
1903
Montag & Caldwell
Georgia
$226K +$237K +3,239 New
SEP
1904
Southland Equity Partners
Missouri
$226K – – –
HFA
1905
HC Financial Advisors
California
$225K – – –
IA
1906
Integrity Advisory
Kansas
$225K +$3.81K +52 +2%
DDPIC
1907
Deroy & Devereaux Private Investment Counsel
Michigan
$224K -$29.3K -400 -11%
SAM
1908
Secure Asset Management
Michigan
$224K -$73 -1 -0%
SAA
1909
Southeast Asset Advisors
Georgia
$224K – – –
RFG
1910
Range Financial Group
Oregon
$223K -$41.9K -572 -15%
LSPW
1911
Lake Street Private Wealth
Illinois
$223K -$20.1K -275 -8%
JBA
1912
Johnson Bixby & Associates
Washington
$223K – – –
KP
1913
Keel Point
Alabama
$223K +$17.9K +244 +9%
KL
1914
KilterHowling LLC
Colorado
$223K +$952 +13 +0.4%
MWP
1915
Madison Wealth Partners
Wisconsin
$222K – – –
FF
1916
FourThought Financial
Florida
$222K +$7.39K +101 +3%
FCG
1917
Financial Connections Group
California
$221K – – –
SDH
1918
Sloy Dahl & Holst
Washington
$221K – – –
RWM
1919
RKL Wealth Management
Pennsylvania
$220K -$5.27K -72 -2%
I
1920
IMPACTfolio
Colorado
$219K – – –
NWM
1921
NEIRG Wealth Management
Massachusetts
$219K +$8.64K +118 +4%
BA
1922
Bluesphere Advisors
Pennsylvania
$218K – – –
IA
1923
IFG Advisory
Georgia
$217K -$102K -1,387 -31%
OPA
1924
Old Port Advisors
Maine
$217K -$2.34K -32 -1%
DLG
1925
Daniel L. Goodwin
$217K – – –