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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
HF
2201
Halpern Financial
Virginia
$40.9K – – –
MSFP
2202
Mark Sheptoff Financial Planning
Connecticut
$40.9K – – –
ICM
2203
Islay Capital Management
Texas
$40.9K +$7.6K +100 +25%
CP
2204
Castleview Partners
Texas
$39.7K – – –
LFA
2205
Legend Financial Advisors
Pennsylvania
$39.6K +$21.2K +279 +135%
FWA
2206
FSC Wealth Advisors
New York
$39K – – –
TAIM
2207
TD Ameritrade Investment Management
Nebraska
$38K -$3.8K -50 -10%
PA
2208
PSI Advisors
Florida
$36.5K +$76 +1 +0.2%
EL
2209
EMFO LLC
Florida
$36.3K – – –
TLA
2210
Tanglewood Legacy Advisors
Texas
$35.4K +$32.9K +433 New
LB
2211
Legacy Bridge
Iowa
$35.1K – – –
OLVIG
2212
Oliver Lagore Vanvalin Investment Group
Michigan
$34.3K -$8.97K -118 -22%
JMF
2213
Johnson Midwest Financial
Iowa
$34K +$76 +1 +0.2%
AWM
2214
Accel Wealth Management
Iowa
$33.7K +$6.54K +86 +26%
TFP
2215
Tilia Fiduciary Partners
North Carolina
$33.2K – – –
UIA
2216
Ulland Investment Advisors
Minnesota
$33K – – –
CM
2217
Cornerstone Management
Georgia
$32.9K – – –
PP
2218
Pacifica Partners
Canada
$32.5K – – –
BGC
2219
Beutel, Goodman & Co
Ontario, Canada
$32K – – –
CT
2220
Clearstead Trust
Maine
$32K – – –
CPA
2221
Cowen Prime Advisors
New York
$32K – – –
EA
2222
Evolution Advisers
Virginia
$31K – – –
CJL
2223
Cyrus J. Lawrence
New York
$30K +$28.3K +372 New
TCA
2224
Trifecta Capital Advisors
Illinois
$30K +$27.9K +367 New
WOSD
2225
WFA of San Diego
California
$29.4K +$27.3K +359 New