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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
NC
2051
NewSquare Capital
Pennsylvania
$15K +$2.78K +38 +19%
RDIA
2052
RE Dickinson Investment Advisors
Iowa
$14K
OCM
2053
Orion Capital Management
California
$13K
LFA
2054
Legend Financial Advisors
Pennsylvania
$12.6K +$15.1K +206 New
WWP
2055
WR Wealth Planners
Missouri
$12.2K
IFS
2056
Intelligent Financial Strategies
Minnesota
$12K -$7.32K -100 -33%
BAM
2057
Baldrige Asset Management
Pennsylvania
$12K
LWA
2058
Lowe Wealth Advisors
Maryland
$12K
SWM
2059
Selective Wealth Management
Virginia
$12K
MDCM
2060
Morgan Dempsey Capital Management
Wisconsin
$12K +$14.3K +195 New
HIM
2061
Hillsdale Investment Management
Ontario, Canada
$12K +$14.6K +200 New
SC
2062
Schubert & Co
Texas
$11K +$586 +8 +5%
ARIS
2063
Advanced Research Investment Solutions
California
$10K
CMP
2064
Coston McIsaac & Partners
Maine
$10K
HWM
2065
HighMark Wealth Management
Minnesota
$10K
NL
2066
NVWM LLC
Pennsylvania
$10K
GWMI
2067
Guardian Wealth Management (Illinois)
Illinois
$10K +$73 +1 +0.6%
AFS
2068
Annapolis Financial Services
Maryland
$9K
BFPW
2069
BOK Financial Private Wealth
Colorado
$9K
BA
2070
Bellwether Advisors
Nebraska
$8K
LSA
2071
Lansing Street Advisors
Pennsylvania
$8K
LK
2072
Lumbard & Kellner
New Hampshire
$8K
CMA
2073
Cedar Mountain Advisors
Oregon
$6K
LFA
2074
Level Financial Advisors
New York
$6K
PWC
2075
PYA Waltman Capital
Tennessee
$6K