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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
2301
Correct Capital Wealth Management
Missouri
$809K -$5.97K -37 -1%
MWP
2302
Madison Wealth Partners
Wisconsin
$809K +$8.4K +52 +1%
EGA
2303
E&G Advisors
Texas
$809K -$64.6K -400 -10%
A
2304
Argentarii
Ohio
$809K +$6.94K +43 +1%
PWMG
2305
Pinnacle Wealth Management Group
Michigan
$808K – – –
TWM
2306
TriaGen Wealth Management
California
$808K +$16.8K +104 +3%
RPGK
2307
Retirement Planning Group (Kansas)
Kansas
$807K +$46.8K +290 +9%
LCM
2308
Lazari Capital Management
California
$806K +$1.29K +8 +0.2%
UBV
2309
United Bank (Virginia)
Virginia
$806K -$165K -1,024 -22%
SDWMA
2310
Schneider Downs Wealth Management Advisors
Pennsylvania
$806K – – –
TWP
2311
Triad Wealth Partners
Kansas
$803K +$204K +1,264 +52%
NWM
2312
Northcape Wealth Management
New York
$801K +$4.2K +26 +0.7%
CPA
2313
Capital Performance Advisors
California
$800K -$23.7K -147 -4%
UB
2314
Umpqua Bank
Oregon
$800K +$63.6K +394 +13%
FA
2315
Fountainhead AM
New Jersey
$795K +$262K +1,623 +81%
WBG
2316
Wharton Business Group
Pennsylvania
$794K -$109K -675 -16%
NRC
2317
New Republic Capital
North Carolina
$792K +$39.2K +243 +7%
VBFG
2318
Vishria Bird Financial Group
Tennessee
$791K -$22K -136 -4%
WSC
2319
Wellington Shields & Co
New York
$790K – – –
TCWM
2320
Total Clarity Wealth Management
Illinois
$789K -$113K -699 -16%
PWM
2321
Prosperity Wealth Management
California
$789K +$582K +3,607 New
FH
2322
FWG Holdings
Florida
$789K +$86.4K +535 +21%
IF
2323
Intrua Financial
Texas
$788K +$161 +1 +0%
CRIG
2324
Charter Research & Investment Group
Connecticut
$787K -$105K -650 -15%
TC
2325
TFR Capital
Texas
$785K +$39.9K +247 +7%