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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1951
Meriwether Wealth & Planning
Louisiana
$867K -$79.7K -440 -7%
DTC
1952
Davidson Trust Company
Washington
$867K +$4.53K +25 +0.4%
AWM
1953
Ariadne Wealth Management
California
$867K -$64.7K -357 -6%
LGW
1954
Leslie Global Wealth
Illinois
$865K +$23.6K +130 +2%
LI
1955
LRI Investments
Florida
$864K -$78.3K -432 -7%
WCP
1956
Wick Capital Partners
Pennsylvania
$863K +$225K +1,239 +27%
IPAM
1957
Investment Partners Asset Management
New Jersey
$862K +$8.34K +46 +0.8%
RB
1958
Richmond Brothers
Michigan
$862K +$1.07M +5,880 New
ANBT
1959
American National Bank & Trust
Texas
$861K +$3.44K +19 +0.3%
CL
1960
CVFG LLC
Indiana
$860K +$162K +892 +18%
UWS
1961
Unique Wealth Strategies
Illinois
$858K -$123K -680 -10%
GS
1962
GWN Securities
Florida
$856K +$762K +4,203 +257%
RIA
1963
Richwood Investment Advisors
Ohio
$851K
PAS
1964
Professional Advisory Services
Florida
$851K
PCH
1965
PGIM Custom Harvest
New Jersey
$850K +$20.1K +111 +2%
BWG
1966
Beta Wealth Group
California
$850K +$72.7K +401 +7%
DSC
1967
Duncker Streett & Co
Missouri
$850K -$35.3K -195 -3%
FNFDCM
1968
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$849K -$21.6K -119 -2%
SFG
1969
Sovereign Financial Group
Connecticut
$849K +$144K +797 +16%
RCG
1970
Regatta Capital Group
California
$848K -$4.89K -27 -0.5%
CSPIA
1971
Cary Street Partners Investment Advisory
Virginia
$848K +$233K +1,283 +28%
BIM
1972
Barton Investment Management
Pennsylvania
$848K
RRA
1973
Round Rock Advisors
Connecticut
$847K
GIP
1974
Greatmark Investment Partners
Georgia
$846K
SDWIA
1975
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$844K +$2.72K +15 +0.3%