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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
UF
2201
Univest Financial
Pennsylvania
$666K +$178 +1 +0%
ABLA
2202
Alan B. Lancz & Associates
Ohio
$666K -$107K -600 -13%
KAS
2203
KPP Advisory Services
Kentucky
$665K +$2.84K +16 +0.4%
TWP
2204
Tyche Wealth Partners
Texas
$665K -$18.3K -103 -3%
SWA
2205
Sax Wealth Advisors
New Jersey
$664K +$99.3K +559 +16%
QPW
2206
Quantum Private Wealth
Florida
$664K +$116K +653 +20%
CA
2207
CGN Advisors
Kansas
$663K – – –
SFC
2208
SYM Financial Corp
Indiana
$662K +$71.6K +403 +11%
WWP
2209
Waypoint Wealth Partners
California
$662K – – –
HFA
2210
High Falls Advisors
New York
$662K +$35.7K +201 +5%
QFA
2211
Quantum Financial Advisors
California
$661K – – –
MWM
2212
Merriman Wealth Management
Washington
$661K +$104K +586 +17%
MFT
2213
Moisand Fitzgerald Tamayo
Florida
$660K -$16.2K -91 -2%
FWM
2214
Focused Wealth Management
New York
$660K +$178 +1 +0%
SPF
2215
South Plains Financial
Texas
$659K +$702K +3,953 New
BFF
2216
Byrne Financial Freedom
Massachusetts
$658K +$701K +3,948 New
MAM
2217
Mystic Asset Management
Rhode Island
$658K +$701K +3,947 New
EA
2218
Eclectic Associates
California
$657K +$178 +1 +0%
ECM
2219
Exchange Capital Management
Michigan
$656K -$30.2K -170 -4%
SAW
2220
Signal Advisors Wealth
Michigan
$655K -$4.44K -25 -0.6%
FWM
2221
FMA Wealth Management
Massachusetts
$655K -$17.8K -100 -2%
LWM
2222
Lyell Wealth Management
California
$654K – – –
HNW
2223
High Note Wealth
Minnesota
$652K -$22.9K -129 -3%
GWS
2224
Greykasell Wealth Strategies
California
$650K +$693K +3,901 New
MGAM
2225
McGowan Group Asset Management
Texas
$649K +$178 +1 +0%