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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2101
Campbell Wealth Management
Virginia
$218K +$206K +2,349 New
OWM
2102
Opes Wealth Management
California
$217K -$80.5K -918 -28%
GWM
2103
Greenhouse Wealth Management
Connecticut
$216K +$204K +2,329 New
HP
2104
Hyperion Partners
Pennsylvania
$216K +$204K +2,326 New
STC
2105
Sarah T. Connolly
$216K -$17.5K -200 -8%
LIM
2106
Loudon Investment Management
New Hampshire
$216K +$204K +2,325 New
IWA
2107
Inspirion Wealth Advisors
Illinois
$216K -$19.7K -225 -9%
RA
2108
Riverstone Advisors
Texas
$215K +$203K +2,310 New
RP
2109
Rowlandmiller & Partners
Georgia
$214K +$16.8K +192 +9%
TA
2110
Trellis Advisors
Washington
$214K +$202K +2,298 New
TF
2111
Trek Financial
Arizona
$213K +$201K +2,293 New
SC
2112
Shearwater Capital
Colorado
$213K +$201K +2,290 New
NWM
2113
Northwest Wealth Management
Iowa
$213K +$201K +2,290 New
RCG
2114
Rock Creek Group
District of Columbia
$213K +$25.7K +293 +15%
FRA
2115
Front Row Advisors
California
$212K – – –
RB
2116
Renasant Bank
Mississippi
$212K -$176K -2,004 -47%
EWM
2117
EPG Wealth Management
Georgia
$212K +$200K +2,278 New
IW
2118
Imprint Wealth
South Carolina
$211K +$199K +2,270 New
SC
2119
Seldon Capital
California
$210K – – –
D
2120
Diversified
Delaware
$210K -$42.4K -484 -18%
PEA
2121
Park Edge Advisors
Ohio
$210K +$198K +2,259 New
BB
2122
Berkshire Bank
Massachusetts
$210K +$198K +2,255 New
CAS
2123
Coppell Advisory Solutions
Texas
$209K +$30K +342 +17%
CASC
2124
Coppell Advisory Solutions Corp
Texas
$209K +$30K +342 +17%
AMCA
2125
Arthur M. Cohen & Associates
Illinois
$209K +$197K +2,248 New