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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
2151
Blueprint Investment Partners
North Carolina
$397K +$34.8K +304 +11%
SDH
2152
Sloy Dahl & Holst
Washington
$397K – – –
ACM
2153
Avalon Capital Management
California
$396K – – –
CG
2154
Cynosure Group
Utah
$396K +$361K +3,152 New
MHIC
2155
Marble Harbor Investment Counsel
Massachusetts
$396K – – –
NCM
2156
Noesis Capital Mangement
Florida
$396K – – –
CJFS
2157
Coulter & Justus Financial Services
Tennessee
$396K +$360K +3,149 New
UL
2158
Unionview LLC
Washington
$395K +$6.87K +60 +2%
AWM
2159
Aviso Wealth Management
Washington
$394K +$53.1K +464 +17%
GSIS
2160
Global Strategic Investment Solutions
Arizona
$394K -$30.4K -266 -8%
SCP
2161
Shorepoint Capital Partners
Massachusetts
$394K -$221K -1,927 -38%
FFB
2162
First Financial Bankshares
Texas
$393K -$7.67K -67 -2%
CCWM
2163
Correct Capital Wealth Management
Missouri
$393K +$20.4K +178 +6%
BWP
2164
Barlow Wealth Partners
Kentucky
$392K – – –
BA
2165
Bluesphere Advisors
Pennsylvania
$391K – – –
BFA
2166
Brendel Financial Advisors
New Hampshire
$391K – – –
TA
2167
TrueWealth Advisors
Alabama
$390K +$124K +1,086 +54%
Members Trust
2168
Members Trust
Florida
$389K -$108K -941 -23%
SWM
2169
Silverlake Wealth Management
Vermont
$388K -$226K -1,973 -39%
MWP
2170
Madison Wealth Partners
Wisconsin
$388K – – –
MG
2171
Marex Group
$387K -$133K -1,158 -27%
PRWA
2172
Platte River Wealth Advisors
Colorado
$386K -$80.1K -700 -19%
AIM
2173
Aspen Investment Management
Michigan
$386K -$58K -507 -14%
WCP
2174
Wick Capital Partners
Pennsylvania
$384K – – –
TFG
2175
Tilson Financial Group
New Jersey
$384K – – –