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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2301
Worth Asset Management
Texas
$17.6K +$16.6K +189 New
LFA
2302
Legend Financial Advisors
Pennsylvania
$17.3K -$26.2K -299 -62%
CIA
2303
Cape Investment Advisory
Georgia
$16.5K +$15.6K +178 New
GWMI
2304
Guardian Wealth Management (Illinois)
Illinois
$16K – – –
CMP
2305
Coston McIsaac & Partners
Maine
$16K – – –
MFA
2306
McClarren Financial Advisors
Pennsylvania
$16K – – –
HWM
2307
HighMark Wealth Management
Minnesota
$15.9K +$88 +1 +0.6%
CCMI
2308
Creative Capital Management Investments
California
$15.8K +$14.9K +170 New
NL
2309
NVWM LLC
Pennsylvania
$15.2K – – –
BFPW
2310
BOK Financial Private Wealth
Colorado
$14.4K – – –
SC
2311
Schubert & Co
Texas
$14.3K +$1.23K +14 +10%
AFS
2312
Annapolis Financial Services
Maryland
$13K – – –
FIA
2313
FNY Investment Advisers
New York
$13K -$63.1K -720 -83%
AP
2314
Advisors Preferred
Maryland
$13K +$1.14K +13 +10%
BA
2315
Bellwether Advisors
Nebraska
$12.5K – – –
LSA
2316
Lansing Street Advisors
Pennsylvania
$11.9K +$88 +1 +0.8%
DWMG
2317
DB Wealth Management Group
California
$11.6K – – –
GM
2318
GeoWealth Management
Illinois
$11K +$9.38K +107 New
LFA
2319
Level Financial Advisors
New York
$9.66K – – –
CMA
2320
Cedar Mountain Advisors
Oregon
$9.48K – – –
TCM
2321
Tradewinds Capital Management
Washington
$8.92K – – –
MFG
2322
Mendota Financial Group
Wisconsin
$8.36K – – –
RG
2323
Retirement Group
California
$8K +$7.54K +86 New
DI
2324
Disciplined Investments
Oklahoma
$7.71K -$351 -4 -5%
CSC
2325
Caldwell Sutter Capital
California
$7.62K +$7.19K +82 New