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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BC
2326
Brio Consultants
California
$553K +$21.9K +123 +4%
VWM
2327
Vigilare Wealth Management
Arizona
$551K +$533 +3 +0.1%
VIM
2328
Vista Investment Management
Pennsylvania
$551K -$32.3K -182 -5%
MCWA
2329
Meadow Creek Wealth Advisors
Georgia
$550K -$5.33K -30 -0.9%
MAM
2330
Mainsail Asset Management
Alabama
$550K – – –
NCTC
2331
New Covenant Trust Company
Indiana
$550K -$36.4K -205 -6%
SPWM
2332
Spartan Planning & Wealth Management
North Carolina
$550K +$586K +3,299 New
TAM
2333
Townsend Asset Management
North Carolina
$547K -$18.7K -105 -3%
RHP
2334
Royal Harbor Partners
Texas
$545K – – –
WC
2335
Wexford Capital
Florida
$545K +$239K +1,346 +70%
SI
2336
Severin Investments
Missouri
$544K +$580K +3,267 New
IA
2337
IFG Advisory
Georgia
$544K +$580K +3,266 New
FFA
2338
Florida Financial Advisors
Florida
$544K +$354K +1,991 +156%
RFW
2339
Rainier Family Wealth
Washington
$544K +$580K +3,264 New
AFAS
2340
Acorn Financial Advisory Services
Virginia
$544K +$88.1K +496 +18%
CAWM
2341
Capital A Wealth Management
Pennsylvania
$543K +$579K +3,261 New
MAG
2342
M3 Advisory Group
Massachusetts
$542K +$21.3K +120 +4%
HIC
2343
Hartline Investment Corp
Illinois
$542K – – –
PCG
2344
PFC Capital Group
California
$541K -$46.7K -263 -7%
MC
2345
Montag & Caldwell
Georgia
$540K – – –
WFA
2346
Wade Financial Advisory
California
$540K -$23.1K -130 -4%
IPW
2347
Impact Partnership Wealth
Georgia
$539K +$21.9K +123 +4%
AWM
2348
AllSquare Wealth Management
New York
$538K -$21.3K -120 -4%
MFF
2349
Michels Family Financial
Texas
$538K +$573K +3,226 New
RAM
2350
Riggs Asset Management
Pennsylvania
$537K – – –