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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2101
Clarity Wealth Advisors
California
$648K -$4.23K -26 -0.6%
LWM
2102
Lodestone Wealth Management
Washington
$645K +$488 +3 +0.1%
MAM
2103
McLean Asset Management
Virginia
$645K -$44K -270 -5%
A
2104
AustralianSuper
Australia
$644K +$750K +4,604 New
QPWM
2105
Quadrant Private Wealth Management
Pennsylvania
$643K +$5.05K +31 +0.7%
SSWM
2106
Smith Salley Wealth Management
North Carolina
$642K +$67.1K +412 +10%
SIM
2107
Sentry Investment Management
Wisconsin
$642K -$246K -1,509 -23%
GWM
2108
GK Wealth Management
Nevada
$642K -$22.3K -137 -3%
BTC
2109
Bank & Trust Company
Illinois
$642K
BHPW
2110
Beverly Hills Private Wealth
California
$640K -$28.3K -174 -4%
WE
2111
Wealth Effects
Massachusetts
$640K -$254K -1,560 -25%
AWM
2112
Accredited Wealth Management
Kentucky
$638K +$7.65K +47 +1%
CA
2113
Callahan Advisors
Texas
$637K -$611K -3,753 -45%
TC
2114
Trilogy Capital
California
$636K +$16.9K +104 +2%
CAC
2115
Certified Advisory Corp
Florida
$636K -$8.79K -54 -1%
MCA
2116
Magnolia Capital Advisors
Mississippi
$635K -$8.63K -53 -1%
FPL
2117
Fortress Private Ledger
North Carolina
$635K +$141K +867 +24%
1WM
2118
1900 Wealth Management
Texas
$634K +$137K +839 +23%
CBT
2119
CoreFirst Bank & Trust
Kansas
$634K -$4.88K -30 -0.7%
FP
2120
Financial Perspectives
Minnesota
$634K
CIC
2121
Chilton Investment Company
Connecticut
$633K +$737K +4,527 New
FCG
2122
Fielder Capital Group
Tennessee
$633K +$8.14K +50 +1%
MWS
2123
MFA Wealth Services
California
$632K -$34.4K -211 -4%
ABLA
2124
Alan B. Lancz & Associates
Ohio
$632K +$85.5K +525 +13%
MQWP
2125
Morey & Quinn Wealth Partners
Nebraska
$631K +$61.2K +376 +9%