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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2101
DecisionMap Wealth Management
Virginia
$757K +$806K +4,540 New
EFP
2102
Elser Financial Planning
Indiana
$756K +$806K +4,537 New
EAM
2103
Evanson Asset Management
California
$756K +$37.1K +209 +5%
FP
2104
Financial Perspectives
Minnesota
$756K +$109K +615 +16%
AWM
2105
Accredited Wealth Management
Kentucky
$753K +$803K +4,518 New
MEG
2106
Millstone Evans Group
Colorado
$753K +$802K +4,517 New
VCM
2107
Versant Capital Management
Arizona
$750K +$96.6K +544 +14%
BI
2108
Bramshill Investments
Florida
$750K +$88.8K +500 +13%
KIM
2109
Kane Investment Management
California
$749K +$799K +4,497 New
CCM
2110
Chilton Capital Management
Texas
$748K -$55.4K -312 -6%
SCP
2111
Shorepoint Capital Partners
Massachusetts
$748K +$107K +600 +15%
EAM
2112
Empirical Asset Management
Massachusetts
$748K +$668K +3,761 +32%
EFG
2113
Ethos Financial Group
Pennsylvania
$747K +$198K +1,113 +33%
ACM
2114
Armbruster Capital Management
New York
$746K – – –
CH
2115
Cromwell Holdings
Wyoming
$746K – – –
FCG
2116
Fielder Capital Group
Tennessee
$746K -$533 -3 -0.1%
PWA
2117
Phoenix Wealth Advisors
North Carolina
$746K +$3.73K +21 +0.5%
TSWM
2118
Tyler-Stone Wealth Management
Ohio
$746K +$21.7K +122 +3%
BHWM
2119
Bar Harbor Wealth Management
New Hampshire
$746K -$15.6K -88 -2%
HCP
2120
Hexagon Capital Partners
Arkansas
$744K +$261K +1,471 +49%
TC
2121
Trilogy Capital
California
$741K +$8.53K +48 +1%
AFG
2122
Allegheny Financial Group
Pennsylvania
$738K -$60.9K -343 -7%
LPAM
2123
Lodestar Private Asset Management
California
$738K -$9.77K -55 -1%
HC
2124
Hara Capital
Washington
$737K -$7.11K -40 -0.9%
BI
2125
Ballast Inc
Kentucky
$737K -$355 -2 -0%