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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
2201
Meadow Creek Wealth Advisors
Georgia
$568K +$44.8K +309 +10%
FWI
2202
Facet Wealth Inc
Maryland
$567K +$29.7K +205 +7%
RW
2203
REDW Wealth
New Mexico
$566K – – –
AWM
2204
Aberdeen Wealth Management
Illinois
$566K -$47.1K -325 -9%
WSC
2205
Wellington Shields & Co
New York
$564K -$72.4K -500 -13%
VWM
2206
Vigilare Wealth Management
Arizona
$563K +$290 +2 +0.1%
PH
2207
Pinnacle Holdings
Oklahoma
$563K -$17.4K -120 -4%
MAM
2208
Mainsail Asset Management
Alabama
$562K – – –
PT
2209
Plimoth Trust
Massachusetts
$562K -$90.5K -625 -16%
RPGK
2210
Retirement Planning Group (Kansas)
Kansas
$559K +$39.5K +273 +9%
CWP
2211
Concord Wealth Partners
Virginia
$559K +$13K +90 +3%
CPC
2212
Consolidated Planning Corp
Georgia
$559K -$683K -4,715 -59%
CAC
2213
Core Alternative Capital
Georgia
$558K -$8.69K -60 -2%
RHP
2214
Royal Harbor Partners
Texas
$557K – – –
PA
2215
Probity Advisors
Texas
$557K -$7.24K -50 -2%
HIC
2216
Hartline Investment Corp
Illinois
$554K – – –
MC
2217
Montag & Caldwell
Georgia
$552K – – –
KL
2218
KilterHowling LLC
Colorado
$551K +$290 +2 +0.1%
SP
2219
Stonebrook Private
Michigan
$550K +$24.3K +168 +5%
JWBC
2220
John W. Bristol & Co
New York
$550K – – –
BWA
2221
Burt Wealth Advisors
Maryland
$549K -$26.2K -181 -5%
CFSG
2222
Community Financial Services Group
Vermont
$549K -$1.88K -13 -0.4%
RAM
2223
Riggs Asset Management
Pennsylvania
$549K – – –
WI
2224
Wintrust Investments
Illinois
$548K -$4.45M -30,725 -91%
1WM
2225
1858 Wealth Management
Ohio
$548K +$81.1K +560 +21%