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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2401
Tortuga Wealth Management
California
$490K +$227K +1,396 +72%
IP
2402
Ignite Planners
California
$489K -$1.95K -12 -0.4%
CTA
2403
Clear Trail Advisors
Texas
$489K – – –
Members Trust
2404
Members Trust
Florida
$489K -$13.7K -84 -2%
PRRFG
2405
Paul R. Ried Financial Group
Washington
$489K +$46.5K +286 +9%
CWM
2406
Centurion Wealth Management
Virginia
$489K -$6.5K -40 -1%
SFG
2407
Southern Financial Group
Alabama
$489K +$85.3K +525 +19%
EW
2408
Expressive Wealth
Illinois
$488K -$131K -806 -24%
FAG
2409
Fortitude Advisory Group
Washington
$486K -$55.4K -341 -9%
FWP
2410
Falcon Wealth Planning
California
$484K -$10.9K -67 -2%
JCM
2411
Jacobsen Capital Management
Utah
$484K +$86.5K +532 +19%
AMPWP
2412
Alvarez & Marsal Private Wealth Partners
Florida
$483K +$363K +2,236 +214%
PAS
2413
PKS Advisory Services
New York
$482K -$12.8K -79 -2%
SAM
2414
Summit Asset Management
Tennessee
$482K -$8.13K -50 -2%
HPM
2415
Hoxton Planning & Management
West Virginia
$482K +$8.78K +54 +2%
FFM
2416
Flagstone Financial Management
Nebraska
$482K +$325K +2,001 +157%
CWA
2417
Consilio Wealth Advisors
Washington
$482K -$17.4K -107 -3%
EIG
2418
Ellenbecker Investment Group
Wisconsin
$482K +$30.1K +185 +6%
SSA
2419
Sierra Summit Advisors
Nevada
$481K -$38.2K -235 -7%
OWA
2420
Opal Wealth Advisors
New York
$480K +$18K +111 +4%
GA
2421
GSG Advisors
New Jersey
$479K +$54.5K +335 +11%
TCPW
2422
Twin City Private Wealth
North Carolina
$477K -$162K -994 -23%
PW
2423
PUREfi Wealth
Massachusetts
$477K -$213K -1,308 -29%
SAM
2424
Sagewood Asset Management
New York
$477K +$189K +1,163 +56%
WA
2425
Wealth Architects
California
$476K -$18K -111 -3%