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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2401
N.E.W. Advisory Services
Wisconsin
$496K +$115K +632 +23%
HNWA
2402
Henrickson Nauta Wealth Advisors
Michigan
$496K +$203K +1,118 +49%
AP
2403
Atwood & Palmer
Missouri
$496K -$9.61K -53 -2%
KFAS
2404
Keating Financial Advisory Services
Kansas
$496K +$85.9K +474 +16%
SCA
2405
Sandy Cove Advisors
Massachusetts
$495K +$37K +204 +6%
CWA
2406
Consilio Wealth Advisors
Washington
$495K +$18.3K +101 +3%
DPW
2407
DiNuzzo Private Wealth
Pennsylvania
$495K -$1.81K -10 -0.3%
NWM
2408
Northwest Wealth Management
Iowa
$494K +$4.17K +23 +0.7%
WFA
2409
Wellspring Financial Advisors
Ohio
$493K +$44.9K +248 +8%
S
2410
SimplyRich
California
$492K -$136K -750 -18%
TWM
2411
TriaGen Wealth Management
California
$492K
LWCFA
2412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$491K -$40.8K -225 -6%
SFG
2413
Southern Financial Group
Alabama
$490K +$3.99K +22 +0.7%
CCWP
2414
Cedar Cove Wealth Partners
Minnesota
$490K +$97.1K +536 +19%
AIP
2415
Avail Investment Partners
Pennsylvania
$489K +$123K +678 +25%
NCM
2416
Noesis Capital Mangement
Florida
$489K -$2.54K -14 -0.4%
SAM
2417
Summit Asset Management
Tennessee
$488K +$9.24K +51 +2%
NWA
2418
New World Advisors
Massachusetts
$487K +$40.8K +225 +7%
PRRFG
2419
Paul R. Ried Financial Group
Washington
$487K
CWM
2420
Centurion Wealth Management
Virginia
$487K
UWPG
2421
Ullmann Wealth Partners Group
Florida
$487K +$77.4K +427 +15%
AWAG
2422
ARS Wealth Advisors Group
Florida
$487K +$223K +1,229 +59%
CTA
2423
Clear Trail Advisors
Texas
$486K -$1.45K -8 -0.2%
CC
2424
Clearwave Capital
California
$486K +$125K +690 +26%
GAM
2425
Gould Asset Management
California
$486K +$25.7K +142 +4%