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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2051
West Financial Advisors
Iowa
$195K -$6.07K -75 -3%
JWA
2052
JFS Wealth Advisors
Pennsylvania
$195K +$19.8K +244 +12%
TWA
2053
TCI Wealth Advisors
Arizona
$194K -$77.7K -960 -29%
BBPWM
2054
Blue Bell Private Wealth Management
Pennsylvania
$192K +$52K +642 +38%
SC
2055
Seldon Capital
California
$187K – – –
WWM
2056
Wolff Wiese Magana
California
$182K +$1.54K +19 +0.9%
HNWAG
2057
High Net Worth Advisory Group
Florida
$181K -$23.4K -289 -12%
LFG
2058
Larson Financial Group
Missouri
$181K -$3.48K -43 -2%
FPB
2059
First PREMIER Bank
South Dakota
$181K +$9.07K +112 +5%
GI
2060
Gradient Investments
Minnesota
$180K +$31.1K +384 +21%
GWSG
2061
GPS Wealth Strategies Group
Colorado
$178K +$162 +2 +0.1%
BCMLT
2062
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K +$175K +2,164 New
FMP
2063
Financial Management Professionals
Texas
$177K +$11.6K +143 +7%
AWM
2064
AllSquare Wealth Management
New York
$174K -$36K -444 -17%
RP
2065
Rowlandmiller & Partners
Georgia
$168K – – –
VCM
2066
Versant Capital Management
Arizona
$166K – – –
JSAM
2067
J. Safra Asset Management
New York
$165K – – –
C
2068
Covestor
United Kingdom
$165K +$89.8K +1,109 +125%
AA
2069
AlphaMark Advisors
Kentucky
$163K – – –
CYG
2070
Clean Yield Group
Vermont
$161K -$14.6K -180 -8%
RTC
2071
Riverview Trust Company
Washington
$161K +$94.8K +1,171 +151%
TSWM
2072
Tyler-Stone Wealth Management
Ohio
$160K – – –
ZIG
2073
Zullo Investment Group
Pennsylvania
$156K +$1.38K +17 +0.9%
KOCAA
2074
Knights of Columbus Asset Advisors
Connecticut
$155K +$32.2K +398 +27%
TC
2075
Tacita Capital
Ontario, Canada
$152K +$19.8K +245 +15%