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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2526
Compass Wealth Management
Connecticut
$606K -$26.6K -165 -6%
MAG
2527
M3 Advisory Group
Massachusetts
$605K -$18.1K -112 -4%
FDCP
2528
Foster Dykema Cabot & Partners
Massachusetts
$603K +$165K +1,024 +59%
FCFC
2529
First Citizens Financial Corp
Iowa
$603K – – –
JWBC
2530
John W. Bristol & Co
New York
$600K – – –
LA
2531
LexAurum Advisors
Kansas
$598K +$3.39K +21 +0.8%
TBC
2532
Ted Buchan & Co
California
$598K – – –
IF
2533
Ironwood Financial
Arizona
$597K – – –
GGA
2534
Granite Group Advisors
Connecticut
$596K – – –
FBB
2535
Fulton Breakefield Broenniman
Maryland
$595K -$19.4K -120 -4%
LA
2536
Latitude Advisors
Florida
$594K +$323 +2 +0.1%
MAMG
2537
Milestone Asset Management Group
Connecticut
$594K – – –
CWM
2538
Centricity Wealth Management
Ohio
$594K -$77.5K -480 -15%
WG
2539
Wealth Group
North Carolina
$594K -$243K -1,506 -36%
KFS
2540
Kelly Financial Services
Massachusetts
$594K +$4.52K +28 +1%
BLC
2541
Brown, Lisle/Cummings
Rhode Island
$594K – – –
ISFAN
2542
Investor's Fiduciary Advisor Network
Washington
$592K +$438K +2,710 New
EBA
2543
Eagle Bay Advisors
New York
$592K +$15.2K +94 +4%
WMWM
2544
Wilkins Miller Wealth Management
Alabama
$590K +$969 +6 +0.2%
SSW
2545
Stone Summit Wealth
Florida
$589K -$3.71K -23 -0.8%
AFG
2546
ABLE Financial Group
Arizona
$589K -$6.78K -42 -2%
LEA
2547
Legacy Edge Advisors
New York
$587K -$19.1K -118 -4%
JF
2548
JSF Financial
California
$586K +$12.9K +80 +3%
PSCM
2549
Per Stirling Capital Management
Texas
$586K +$433K +2,680 New
SIC
2550
Shoker Investment Counsel
Ohio
$585K +$1.45K +9 +0.3%