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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2251
Mark Sheptoff Financial Planning
Connecticut
$46.5K – – –
CP
2252
Castleview Partners
Texas
$45.2K – – –
FWA
2253
FSC Wealth Advisors
New York
$44.3K – – –
PA
2254
PSI Advisors
Florida
$41.6K +$88 +1 +0.2%
TLA
2255
Tanglewood Legacy Advisors
Texas
$40.2K – – –
LB
2256
Legacy Bridge
Iowa
$40K – – –
RDFA
2257
Ritter Daniher Financial Advisory
Ohio
$39.7K +$35.1K +400 +1,481%
TWD
2258
True Wealth Design
Ohio
$39.1K +$35.1K +400 +1,905%
JMF
2259
Johnson Midwest Financial
Iowa
$39.1K +$175 +2 +0.5%
SFG
2260
Steward Financial Group
Texas
$39K +$7.37K +84 +25%
OLVIG
2261
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K -$175 -2 -0.5%
AWM
2262
Accel Wealth Management
Iowa
$38.3K – – –
UIA
2263
Ulland Investment Advisors
Minnesota
$38K – – –
TFP
2264
Tilia Fiduciary Partners
North Carolina
$37.7K – – –
CM
2265
Cornerstone Management
Georgia
$37.4K – – –
CPA
2266
Cowen Prime Advisors
New York
$37K – – –
PP
2267
Pacifica Partners
Canada
$36.9K -$1.31K -15 -4%
CT
2268
Clearstead Trust
Maine
$36.5K – – –
EA
2269
Evolution Advisers
Virginia
$35K – – –
TCA
2270
Trifecta Capital Advisors
Illinois
$33.9K -$175 -2 -0.5%
Cohen & Steers
2271
Cohen & Steers
New York
$32K – – –
AS
2272
Altshuler Shaham
Israel
$31.7K +$29.9K +341 New
CAM
2273
Chesapeake Asset Management
New York
$30.7K +$28.9K +330 New
IAS
2274
IMA Advisory Services
Colorado
$30.5K – – –
QPBE
2275
Quintet Private Bank (Europe)
Luxembourg
$30.3K +$28.6K +326 New