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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
1951
Burton Enright Welch
California
$244K -$1.05K -13 -0.4%
TCWM
1952
Total Clarity Wealth Management
Illinois
$243K
AWAG
1953
ARS Wealth Advisors Group
Florida
$242K -$12.9K -159 -5%
ICG
1954
InterOcean Capital Group
Tennessee
$241K +$2.35K +29 +1%
BCP
1955
Blue Chip Partners
Michigan
$240K -$145K -1,786 -38%
MGAM
1956
McGowan Group Asset Management
Texas
$240K +$162 +2 +0.1%
CCM
1957
Condor Capital Management
New Jersey
$239K -$35.2K -435 -13%
DWM
1958
Drive Wealth Management
Utah
$239K +$5.91K +73 +3%
PWM
1959
Prentice Wealth Management
New York
$238K
AMR
1960
Asset Management Resources
Massachusetts
$238K +$7.37K +91 +3%
CBFP
1961
Cedar Brook Financial Partners
Ohio
$236K -$15.8K -195 -6%
LWM
1962
Laidlaw Wealth Management
New York
$236K -$567 -7 -0.2%
PCA
1963
Peddock Capital Advisors
Massachusetts
$236K
PCMK
1964
Paragon Capital Management (Kansas)
Kansas
$236K +$231K +2,847 New
KWM
1965
Keebeck Wealth Management
Illinois
$235K
TPA
1966
Trivium Point Advisory
Connecticut
$234K -$24.7K -305 -10%
UL
1967
Unionview LLC
Washington
$234K -$14.1K -174 -6%
MFG
1968
Merit Financial Group
Georgia
$234K +$7.61K +94 +3%
IAIM
1969
International Assets Investment Management
Florida
$233K -$26.8K -331 -11%
OWA
1970
Opal Wealth Advisors
New York
$232K +$3K +37 +1%
WAM
1971
Werlinich Asset Management
Connecticut
$232K +$1.22K +15 +0.5%
PH
1972
Pinnacle Holdings
Oklahoma
$231K +$42.5K +525 +23%
CBA
1973
Coastal Bridge Advisors
Connecticut
$231K -$223K -2,755 -50%
RRCM
1974
Rappaport Reiches Capital Management
Illinois
$231K +$226K +2,792 New
SCM
1975
Silvant Capital Management
Georgia
$230K