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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
IC
2051
Iconiq Capital
California
$695K +$591K +4,078 New
EWS
2052
Eagle Wealth Strategies
New Jersey
$695K +$273K +1,886 +86%
CB
2053
Centennial Bank
Arkansas
$692K -$3.77K -26 -0.6%
GAM
2054
GEM Asset Management
Michigan
$691K – – –
R
2055
Rebalance
California
$691K – – –
NWM
2056
Northcape Wealth Management
New York
$690K -$4.34K -30 -0.7%
MFT
2057
Moisand Fitzgerald Tamayo
Florida
$690K +$107K +737 +22%
HNW
2058
High Note Wealth
Minnesota
$689K -$13.9K -96 -2%
BBW
2059
Blue Barn Wealth
Utah
$689K +$325K +2,244 +125%
WI
2060
Wedgewood Investors
Pennsylvania
$688K – – –
FWM
2061
FMA Wealth Management
Massachusetts
$687K – – –
CFG
2062
Clayton Financial Group
Missouri
$686K – – –
CCFCSB
2063
Cape Cod Five Cents Savings Bank
Massachusetts
$684K -$35.1K -242 -6%
SCG
2064
Sonata Capital Group
Washington
$682K – – –
HFRG
2065
Houlihan Financial Resource Group
Virginia
$682K +$145 +1 +0%
BI
2066
Bramshill Investments
Florida
$682K +$579K +4,000 New
WW
2067
Waterfront Wealth
Kansas
$682K -$182K -1,254 -24%
UF
2068
Univest Financial
Pennsylvania
$681K +$579K +3,998 New
DWM
2069
Defined Wealth Management
Oregon
$681K +$4.49K +31 +0.8%
CH
2070
Canton Hathaway
Rhode Island
$681K – – –
CA
2071
CGN Advisors
Kansas
$678K -$138K -950 -19%
MCM
2072
Mengis Capital Management
Oregon
$678K -$664K -4,587 -54%
KAS
2073
KPP Advisory Services
Kentucky
$678K +$19.4K +134 +3%
IF
2074
Intrua Financial
Texas
$677K +$1.74K +12 +0.3%
WEG
2075
World Equity Group
Illinois
$677K -$1.86M -12,839 -76%