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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
2101
Brandywine Oak Private Wealth
Pennsylvania
$323K -$9.62K -93 -3%
MWP
2102
Meridian Wealth Partners
Pennsylvania
$322K +$11.3K +109 +4%
WPWM
2103
Western Pacific Wealth Management
Illinois
$322K -$16.3K -158 -6%
SRC
2104
Shufro Rose & Co
New York
$322K +$10.4K +101 +4%
NCM
2105
Northwest Capital Management
Oregon
$322K – – –
JF
2106
JSF Financial
California
$321K -$18.2K -176 -6%
WIA
2107
World Investment Advisors
California
$321K -$827 -8 -0.3%
RI
2108
Ridgewood Investments
New Jersey
$321K -$485K -4,695 -64%
CM
2109
Columbus Macro
Pennsylvania
$321K -$151K -1,462 -35%
PAWA
2110
Palo Alto Wealth Advisors
California
$320K – – –
SWIM
2111
Smallwood Wealth Investment Management
New Jersey
$319K +$414 +4 +0.1%
MF
2112
Manchester Financial
California
$319K +$1.86K +18 +0.7%
THL
2113
Tillman Hartley LLC
Colorado
$319K – – –
CWA
2114
CJM Wealth Advisers
Virginia
$318K -$67.2K -650 -20%
AIM
2115
Athena Investment Management
California
$318K -$18.1K -175 -6%
PAI
2116
Pittenger & Anderson Inc
Nebraska
$317K +$66.2K +640 +32%
VIA
2117
Virtus Investment Advisers
Connecticut
$316K – – –
IF
2118
IRON Financial
Illinois
$316K -$3.1K -30 -1%
CWM
2119
Compass Wealth Management
Connecticut
$315K – – –
BI
2120
Berkeley Inc
Idaho
$315K -$23.3K -225 -8%
WRPWM
2121
Werba Rubin Papier Wealth Management
California
$315K – – –
FC
2122
Family CFO
California
$313K – – –
BPFA
2123
Barnes Pettey Financial Advisors
Mississippi
$313K +$16.3K +158 +6%
AIFAIM
2124
American Institute for Advanced Investment Management
Arizona
$312K +$271K +2,622 New
MA
2125
MBA Advisors
Pennsylvania
$312K -$35.4K -342 -12%