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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1926
Community Bank
New York
$297K -$26.3K -300 -9%
JBA
1927
Johnson Bixby & Associates
Washington
$297K – – –
SEP
1928
Southland Equity Partners
Missouri
$297K – – –
I
1929
INVST
Indiana
$297K +$11.7K +133 +4%
TCWM
1930
Total Clarity Wealth Management
Illinois
$297K -$14.6K -166 -5%
CWG
1931
Cornerstone Wealth Group
North Carolina
$296K – – –
CCM
1932
Carlson Capital Management
Minnesota
$296K +$1.14K +13 +0.4%
FZCM
1933
Flynn Zito Capital Management
New York
$296K -$1.4K -16 -0.5%
B
1934
Bridgeworth
Alabama
$295K +$263 +3 +0.1%
RFA
1935
Resurgent Financial Advisors
Georgia
$294K -$47.4K -541 -15%
SAA
1936
Southeast Asset Advisors
Georgia
$294K – – –
SDH
1937
Sloy Dahl & Holst
Washington
$294K – – –
FFP
1938
FourThought Financial Partners
Florida
$293K -$6.4K -73 -2%
MHIC
1939
Marble Harbor Investment Counsel
Massachusetts
$293K – – –
LCWP
1940
Legacy Capital Wealth Partners
Arkansas
$293K +$276K +3,149 New
MF
1941
Montis Financial
Massachusetts
$292K -$11K -126 -4%
MWP
1942
Madison Wealth Partners
Wisconsin
$292K -$13.5K -154 -5%
HAG
1943
HF Advisory Group
Maryland
$292K +$276K +3,145 New
SL
1944
Sentinus LLC
Illinois
$292K +$9.73K +111 +4%
GWANC
1945
Guardian Wealth Advisors (North Carolina)
North Carolina
$291K +$17K +194 +7%
FBT
1946
First Bank & Trust
South Dakota
$290K – – –
Flossbach Von Storch
1947
Flossbach Von Storch
Germany
$290K -$99.1K -1,130 -27%
NFP
1948
NorthLanding Financial Partners
New York
$290K -$2.37K -27 -0.9%
BA
1949
Bluesphere Advisors
Pennsylvania
$289K – – –
BFA
1950
Brendel Financial Advisors
New Hampshire
$289K – – –