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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
1951
Murphy Middleton Hinkle & Parker
Georgia
$245K – – –
BEW
1952
Burton Enright Welch
California
$244K -$1.05K -13 -0.4%
TCWM
1953
Total Clarity Wealth Management
Illinois
$243K – – –
AWAG
1954
ARS Wealth Advisors Group
Florida
$242K -$12.9K -159 -5%
ICG
1955
InterOcean Capital Group
Tennessee
$241K +$2.35K +29 +1%
BCP
1956
Blue Chip Partners
Michigan
$240K -$145K -1,786 -38%
MGAM
1957
McGowan Group Asset Management
Texas
$240K +$162 +2 +0.1%
CCM
1958
Condor Capital Management
New Jersey
$239K -$35.2K -435 -13%
DWM
1959
Drive Wealth Management
Utah
$239K +$5.91K +73 +3%
PWM
1960
Prentice Wealth Management
New York
$238K – – –
AMR
1961
Asset Management Resources
Massachusetts
$238K +$7.37K +91 +3%
CBFP
1962
Cedar Brook Financial Partners
Ohio
$236K -$15.8K -195 -6%
LWM
1963
Laidlaw Wealth Management
New York
$236K -$567 -7 -0.2%
PCA
1964
Peddock Capital Advisors
Massachusetts
$236K – – –
PCMK
1965
Paragon Capital Management (Kansas)
Kansas
$236K +$231K +2,847 New
KWM
1966
Keebeck Wealth Management
Illinois
$235K – – –
TPA
1967
Trivium Point Advisory
Connecticut
$234K -$24.7K -305 -10%
UL
1968
Unionview LLC
Washington
$234K -$14.1K -174 -6%
MFG
1969
Merit Financial Group
Georgia
$234K +$7.61K +94 +3%
IAIM
1970
International Assets Investment Management
Florida
$233K -$26.8K -331 -11%
OWA
1971
Opal Wealth Advisors
New York
$232K +$3K +37 +1%
WAM
1972
Werlinich Asset Management
Connecticut
$232K +$1.22K +15 +0.5%
PH
1973
Pinnacle Holdings
Oklahoma
$231K +$42.5K +525 +23%
CBA
1974
Coastal Bridge Advisors
Connecticut
$231K -$223K -2,755 -50%
RRCM
1975
Rappaport Reiches Capital Management
Illinois
$231K +$226K +2,792 New