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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2201
Delap Wealth Advisory
Oregon
$366K +$73.4K +641 +28%
AWM
2202
Aries Wealth Management
Maine
$365K – – –
PCA
2203
Peddock Capital Advisors
Massachusetts
$365K +$5.72K +50 +2%
1WM
2204
1858 Wealth Management
Ohio
$365K – – –
FCFC
2205
First Citizens Financial Corp
Iowa
$364K -$22.9K -200 -6%
BC
2206
Brio Consultants
California
$364K -$5.26K -46 -2%
GEA
2207
Glen Eagle Advisors
New Jersey
$363K -$5.61K -49 -2%
IA
2208
Insight Advisors
Pennsylvania
$362K +$12.4K +108 +4%
CMS
2209
Capital Market Strategies
Florida
$362K +$3.55K +31 +1%
PWM
2210
Paulson Wealth Management
Illinois
$360K – – –
PVH
2211
Psagot Value Holdings
Israel
$358K -$7.6M -66,413 -96%
CWM
2212
Campbell Wealth Management
Virginia
$358K +$327K +2,853 New
RRA
2213
Round Rock Advisors
Connecticut
$356K +$6.29K +55 +2%
WH
2214
Willner & Heller
California
$356K +$1.15K +10 +0.4%
IIA
2215
ICW Investment Advisors
Arizona
$355K +$45.8K +400 +16%
JF
2216
JSF Financial
California
$355K -$572 -5 -0.2%
VCG
2217
Vantage Consulting Group
Virginia
$354K +$8.24K +72 +3%
FCB
2218
First County Bank
Connecticut
$353K -$103K -902 -24%
MWA
2219
Meridian Wealth Advisors
Texas
$353K +$2.75K +24 +0.9%
CB
2220
Community Bank
New York
$352K -$40.1K -350 -11%
PGA
2221
Portland Global Advisors
Maine
$352K -$22.9K -200 -7%
AFT
2222
Alpha Family Trust
California
$352K – – –
RFG
2223
RFP Financial Group
Georgia
$351K +$7.67K +67 +2%
AFAS
2224
Acorn Financial Advisory Services
Virginia
$349K -$68.1K -595 -18%
WPA
2225
West Paces Advisors
Georgia
$349K +$4.81K +42 +2%