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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2226
Bullock Wealth Management
Indiana
$547K +$16.5K +114 +4%
CFG
2227
Copley Financial Group
California
$546K +$464K +3,206 New
NCM
2228
Noesis Capital Mangement
Florida
$545K +$6.81K +47 +1%
BC
2229
Brio Consultants
California
$544K +$28.7K +198 +7%
PNAA
2230
Pictet North America Advisors
Switzerland
$544K – – –
BPFA
2231
Barnes Pettey Financial Advisors
Mississippi
$543K – – –
NWA
2232
New World Advisors
Massachusetts
$542K +$461K +3,183 New
AW
2233
Atlas Wealth
Ohio
$542K -$461K -3,182 -50%
D
2234
Diversified
Delaware
$542K +$869 +6 +0.2%
DE
2235
Diversified Enterprises
Delaware
$542K +$461K +3,182 New
GC
2236
Gilbert & Cook
Iowa
$541K +$724 +5 +0.2%
MKA
2237
M. Kulyk & Associates
Georgia
$540K -$20.9K -144 -4%
CIM
2238
Contravisory Investment Management
Massachusetts
$539K +$455K +3,144 +14,291%
SDH
2239
Sloy Dahl & Holst
Washington
$538K – – –
MWA
2240
Meridian Wealth Advisors
Texas
$538K +$44.6K +308 +11%
SIS
2241
Sound Income Strategies
Florida
$538K +$81.3K +561 +22%
AA
2242
Advisory Alpha
Michigan
$538K +$196K +1,354 +75%
DTL
2243
Dynamic Technology Lab
Singapore
$538K -$495K -3,418 -52%
WCF
2244
West Coast Financial
California
$537K – – –
WP
2245
WealthPLAN Partners
Nebraska
$537K -$41.3K -285 -8%
MHIC
2246
Marble Harbor Investment Counsel
Massachusetts
$537K – – –
GEA
2247
Glen Eagle Advisors
New Jersey
$536K +$145 +1 +0%
MAG
2248
M3 Advisory Group
Massachusetts
$534K +$3.19K +22 +0.7%
GJIA
2249
Glass Jacobson Investment Advisors
Maryland
$533K +$140K +968 +45%
HPM
2250
Hoxton Planning & Management
West Virginia
$533K -$22.2K -153 -5%