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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2101
Triad Wealth Partners
Kansas
$718K +$56.1K +345 +8%
IAMOG
2102
Investors Asset Management of Georgia
Georgia
$717K +$2.11K +13 +0.3%
WMP
2103
Wealth Management Partners
Arizona
$715K -$63.4K -390 -7%
JWBC
2104
J.W. Burns & Co
New York
$713K +$135K +830 +21%
WWA
2105
Wisconsin Wealth Advisors
Wisconsin
$710K +$419K +2,578 +115%
PMSA
2106
Patrick M. Sweeney & Associates
Illinois
$706K -$8.45K -52 -1%
AWM
2107
Atticus Wealth Management
Florida
$705K -$154K -948 -17%
BC
2108
Brio Consultants
California
$705K -$99.2K -610 -14%
AA
2109
Advisory Advocates
Michigan
$705K +$101K +619 +15%
SA
2110
Strategic Advisors
New York
$704K -$325 -2 -0%
CP
2111
Castleview Partners
Texas
$701K -$221K -1,361 -22%
CWA
2112
Crux Wealth Advisors
California
$701K -$62.1K -382 -7%
ACA
2113
Atlas Capital Advisors
Wyoming
$699K -$61.1K -376 -7%
MAM
2114
McLaughlin Asset Management
Illinois
$699K -$22.4K -138 -3%
MA
2115
MJP Associates
Connecticut
$699K +$161K +991 +26%
EPG
2116
Estate Planners Group
Pennsylvania
$699K +$2.11K +13 +0.3%
BHWM
2117
Bar Harbor Wealth Management
New Hampshire
$696K -$23.9K -147 -3%
CCS
2118
Concentric Capital Strategies
Connecticut
$696K +$419K +2,577 +120%
OPA
2119
Old Port Advisors
Maine
$695K +$21.3K +131 +3%
AA
2120
Auxano Advisors
Washington
$694K -$566K -3,483 -42%
EB
2121
Emprise Bank
Kansas
$690K -$6.5K -40 -0.8%
LWM
2122
Lyell Wealth Management
California
$689K +$8.13K +50 +1%
Driehaus Capital Management
2123
Driehaus Capital Management
Illinois
$688K +$760K +4,676 New
LPAM
2124
Lodestar Private Asset Management
California
$687K -$8.13K -50 -1%
TCI Wealth Advisors
2125
TCI Wealth Advisors
Arizona
$687K -$61K -375 -7%