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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1951
Focused Wealth Management
New York
$530K -$30.8K -269 -6%
LI
1952
LRI Investments
Florida
$530K +$483K +4,219 New
AA
1953
Alta Advisers
United Kingdom
$528K
TWA
1954
TCI Wealth Advisors
Arizona
$527K +$45.1K +394 +10%
PWA
1955
Phoenix Wealth Advisors
North Carolina
$526K -$4.46K -39 -0.9%
NFC
1956
Northeast Financial Consultants
Connecticut
$526K +$34.3K +300 +8%
HNW
1957
High Note Wealth
Minnesota
$525K
ECM
1958
Estabrook Capital Management
New York
$523K
CWA
1959
Clarity Wealth Advisors
California
$523K +$14.9K +130 +3%
AL
1960
ADE LLC
Maryland
$522K
QFA
1961
Quantum Financial Advisors
California
$522K -$229 -2 -0%
AAP
1962
Arax Advisory Partners
Colorado
$521K +$22.2K +194 +5%
FAFN
1963
First Affirmative Financial Network
Colorado
$520K +$3.21K +28 +0.7%
SSWM
1964
Smith Salley Wealth Management
North Carolina
$520K +$4.92K +43 +1%
OL
1965
OneFund LLC
Florida
$519K -$7.67K -67 -2%
FAIM
1966
Financial Advocates Investment Management
Washington
$518K +$53K +463 +13%
KWM
1967
Kaydan Wealth Management
Michigan
$517K -$10.3K -90 -2%
S
1968
SimplyRich
California
$517K
LWM
1969
Laidlaw Wealth Management
New York
$514K -$154K -1,346 -25%
OFA
1970
Onyx Financial Advisors
Idaho
$513K +$1.72K +15 +0.4%
NWM
1971
Northcape Wealth Management
New York
$512K -$1.15K -10 -0.2%
HWMG
1972
Hurlow Wealth Management Group
Indiana
$512K
CB
1973
Centennial Bank
Arkansas
$510K
R
1974
Rebalance
California
$509K +$572 +5 +0.1%
CAGAS
1975
Capital Advisory Group Advisory Services
Minnesota
$509K +$44.2K +386 +11%