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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1951
Wealth Group
North Carolina
$531K +$484K +4,229 New
FPGK
1952
Financial Partners Group (Kansas)
Kansas
$530K -$85.8K -750 -15%
FWM
1953
Focused Wealth Management
New York
$530K -$30.8K -269 -6%
LI
1954
LRI Investments
Florida
$530K +$483K +4,219 New
AA
1955
Alta Advisers
United Kingdom
$528K – – –
TWA
1956
TCI Wealth Advisors
Arizona
$527K +$45.1K +394 +10%
PWA
1957
Phoenix Wealth Advisors
North Carolina
$526K -$4.46K -39 -0.9%
NFC
1958
Northeast Financial Consultants
Connecticut
$526K +$34.3K +300 +8%
HNW
1959
High Note Wealth
Minnesota
$525K – – –
ECM
1960
Estabrook Capital Management
New York
$523K – – –
CWA
1961
Clarity Wealth Advisors
California
$523K +$14.9K +130 +3%
AL
1962
ADE LLC
Maryland
$522K – – –
QFA
1963
Quantum Financial Advisors
California
$522K -$229 -2 -0%
AAP
1964
Arax Advisory Partners
Colorado
$521K +$22.2K +194 +5%
FAFN
1965
First Affirmative Financial Network
Colorado
$520K +$3.21K +28 +0.7%
SSWM
1966
Smith Salley Wealth Management
North Carolina
$520K +$4.92K +43 +1%
OL
1967
OneFund LLC
Florida
$519K -$7.67K -67 -2%
FAIM
1968
Financial Advocates Investment Management
Washington
$518K +$53K +463 +13%
KWM
1969
Kaydan Wealth Management
Michigan
$517K -$10.3K -90 -2%
S
1970
SimplyRich
California
$517K – – –
LWM
1971
Laidlaw Wealth Management
New York
$514K -$154K -1,346 -25%
OFA
1972
Onyx Financial Advisors
Idaho
$513K +$1.72K +15 +0.4%
NWM
1973
Northcape Wealth Management
New York
$512K -$1.15K -10 -0.2%
HWMG
1974
Hurlow Wealth Management Group
Indiana
$512K – – –
CB
1975
Centennial Bank
Arkansas
$510K – – –