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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2201
Birch Capital Management
Texas
$632K – – –
BB
2202
Berkshire Bank
Massachusetts
$630K – – –
AMBIA
2203
Allen Mooney & Barnes Investment Advisors
Georgia
$628K – – –
A
2204
Argentarii
Ohio
$627K +$92.7K +570 +15%
FZCM
2205
Flynn Zito Capital Management
New York
$626K +$7.8K +48 +1%
TPW
2206
Talon Private Wealth
Florida
$626K +$691K +4,254 New
SCM
2207
Stonehearth Capital Management
Massachusetts
$624K – – –
PWA
2208
Phoenix Wealth Advisors
North Carolina
$624K -$23.7K -146 -3%
APM
2209
a16z Perennial Management
California
$624K -$14.6K -90 -2%
OFO
2210
OneAscent Family Office
Alabama
$623K +$75.1K +462 +12%
PWM
2211
Power Wealth Management
Georgia
$622K +$47K +289 +7%
FWM
2212
Focused Wealth Management
New York
$621K +$13K +80 +2%
MW
2213
Members Wealth
Pennsylvania
$621K -$23.2K -143 -4%
XTX Topco
2214
XTX Topco
Cayman Islands
$621K -$3.03M -18,644 -82%
PWS
2215
Precision Wealth Strategies
Missouri
$620K -$97.5K -600 -12%
HWA
2216
HHM Wealth Advisors
Tennessee
$620K – – –
DWM
2217
Defined Wealth Management
Oregon
$620K +$14.5K +89 +2%
IF
2218
Ironwood Financial
Arizona
$619K +$163 +1 +0%
EFG
2219
Embree Financial Group
Illinois
$619K +$186K +1,142 +37%
HFRG
2220
Houlihan Financial Resource Group
Virginia
$618K – – –
CFCI
2221
Comprehensive Financial Consultants Institutional
Indiana
$618K – – –
FPGK
2222
Financial Partners Group (Kansas)
Kansas
$616K – – –
RA
2223
Range Advisory
Virginia
$615K +$338K +2,081 +99%
GWP
2224
Gateway Wealth Partners
Wisconsin
$615K +$489K +3,010 +257%
OFA
2225
Onyx Financial Advisors
Idaho
$614K +$1.95K +12 +0.3%