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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2526
Catalyst Investment Management
New Hampshire
$601K +$734K +3,084 New
GA
2527
GFS Advisors
Texas
$600K +$375K +1,574 +105%
HZ
2528
Hixon Zuercher
Ohio
$599K -$1.48M -6,227 -67%
NAS
2529
NWF Advisory Services
California
$597K +$49.8K +209 +7%
EFG
2530
Embree Financial Group
Illinois
$597K +$38.6K +162 +6%
SFG
2531
Snider Financial Group
Washington
$597K – – –
BPW
2532
BlueDoor Private Wealth
Massachusetts
$597K +$729K +3,063 New
PP
2533
Pearl Planning
Michigan
$596K +$728K +3,056 New
MFP
2534
Meramec Financial Planners
Missouri
$595K +$992K +4,166 New
NWM
2535
Northcape Wealth Management
New York
$595K -$26.2K -110 -3%
AA
2536
Aire Advisors
California
$594K -$121K -507 -14%
DWG
2537
Darden Wealth Group
Michigan
$594K -$168K -705 -19%
SFS
2538
Stiles Financial Services
Minnesota
$594K +$470K +1,975 +184%
OBWP
2539
O'Brien Wealth Partners
Massachusetts
$593K -$1.19K -5 -0.2%
PRRFG
2540
Paul R. Ried Financial Group
Washington
$592K – – –
AIA
2541
Aventus Investment Advisors
Florida
$591K +$9.29K +39 +1%
MSR
2542
Main Street Research
Connecticut
$591K -$192K -805 -21%
PWA
2543
Pitcairn Wealth Advisors
Pennsylvania
$589K +$720K +3,022 New
PSCM
2544
Per Stirling Capital Management
Texas
$589K +$79.5K +334 +12%
BFP
2545
Birchwood Financial Partners
Minnesota
$588K +$719K +3,018 New
CP
2546
Creekside Partners
California
$586K – – –
EWA
2547
Eagle Wealth Advisors
Connecticut
$586K +$716K +3,007 New
NA
2548
Nautilus Advisors
California
$586K -$33.3K -140 -4%
TDB
2549
Thompson David Blair
$586K +$715K +3,005 New
AAM
2550
AR Asset Management
California
$585K – – –