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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1901
Ballast Inc
Kentucky
$466K – – –
MGAM
1902
McGowan Group Asset Management
Texas
$465K +$109 +1 +0%
SHA
1903
Seneca House Advisors
Virginia
$465K – – –
LWM
1904
Lyell Wealth Management
California
$464K +$199K +1,820 +71%
HWA
1905
Heartwood Wealth Advisors
Virginia
$463K – – –
TCOK
1906
Trust Company of Kansas
Kansas
$462K – – –
WWP
1907
Waypoint Wealth Partners
California
$460K +$31.4K +288 +7%
WCAMG
1908
Woodard & Company Asset Management Group
North Carolina
$459K – – –
WAG
1909
Winthrop Advisory Group
Massachusetts
$459K +$44.2K +405 +10%
BHPW
1910
Beverly Hills Private Wealth
California
$458K -$6K -55 -1%
GHA
1911
GW Henssler & Associates
Georgia
$457K -$54.6K -500 -10%
MHR
1912
Matthew Hamilton Rosenberg
$455K -$3.17K -29 -0.7%
BSHC
1913
Breed's Hill Capital
Massachusetts
$454K +$470K +4,310 New
BWM
1914
Birchcreek Wealth Management
Ohio
$454K – – –
RIS
1915
Retirement Income Solutions
Michigan
$453K – – –
AWM
1916
Arista Wealth Management
Nevada
$451K – – –
FOA
1917
Five Oceans Advisors
California
$450K -$1.53K -14 -0.3%
JWM
1918
JPL Wealth Management
Colorado
$448K +$463K +4,245 New
MG
1919
Marex Group
$447K +$463K +4,241 New
CCM
1920
Carlson Capital Management
Minnesota
$447K +$42.6K +390 +10%
SRCM
1921
Signature Resources Capital Management
California
$447K +$462K +4,236 New
IF
1922
Intrua Financial
Texas
$445K -$40.7K -373 -8%
KWM
1923
Kaydan Wealth Management
Michigan
$444K -$2.84K -26 -0.6%
OL
1924
OneFund LLC
Florida
$443K +$459K +4,202 New
AA
1925
Alta Advisers
United Kingdom
$443K – – –