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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
1926
Financial Connections Group
California
$276K +$298K +3,175 New
KL
1927
KilterHowling LLC
Colorado
$276K +$297K +3,162 New
COI
1928
Connable Office Inc
Michigan
$275K – – –
MHIC
1929
Marble Harbor Investment Counsel
Massachusetts
$275K – – –
TPA
1930
Trivium Point Advisory
Connecticut
$275K +$19.2K +205 +7%
CFCI
1931
Comprehensive Financial Consultants Institutional
Indiana
$275K +$339K +3,606 New
IAIM
1932
International Assets Investment Management
Florida
$274K -$220K -2,338 -43%
CWG
1933
Cornerstone Wealth Group
North Carolina
$274K -$106K -1,126 -26%
I
1934
IMPACTfolio
Colorado
$273K +$294K +3,129 New
RIA
1935
Realta Investment Advisors
Delaware
$272K -$11.7K -125 -4%
BA
1936
Bluesphere Advisors
Pennsylvania
$272K – – –
FFA
1937
Freedman Financial Associates
Massachusetts
$272K +$205K +2,183 +234%
FPOC
1938
Financial Planners of Cleveland
Ohio
$272K +$291K +3,095 New
STB
1939
S&T Bank
Pennsylvania
$272K +$292K +3,112 New
APW
1940
Aurora Private Wealth
New Jersey
$271K -$3.66K -39 -1%
PG
1941
Patten Group
Tennessee
$271K +$32.7K +348 +13%
KWM
1942
Kolinsky Wealth Management
New Jersey
$271K +$292K +3,112 New
AIC
1943
Archer Investment Corporation
Indiana
$270K – – –
AWM
1944
Aries Wealth Management
Maine
$270K – – –
DLG
1945
Daniel L. Goodwin
$270K – – –
SMA
1946
Sage Mountain Advisors
Georgia
$270K +$37.7K +402 +15%
OPA
1947
Old Port Advisors
Maine
$269K – – –
AWAG
1948
ARS Wealth Advisors Group
Florida
$269K +$56.3K +600 +24%
SAM
1949
Sompo Asset Management
Japan
$268K +$23.5K +250 +9%
CAM
1950
Congress Asset Management
Massachusetts
$266K -$1.41K -15 -0.5%