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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2551
Washington Capital Management
Washington
$417K
BFA
2552
Brown Financial Advisors
Ohio
$416K -$99.8K -562 -18%
TCM
2553
Towercrest Capital Management
Pennsylvania
$416K
DCM
2554
Donaldson Capital Management
Indiana
$416K -$97.3K -548 -18%
DP
2555
Dearborn Partners
Illinois
$414K
LA
2556
Latitude Advisors
Florida
$414K -$9.77K -55 -2%
TF
2557
Tandem Financial
Colorado
$414K +$441K +2,482 New
Members Trust
2558
Members Trust
Florida
$413K +$12.3K +69 +3%
IWA
2559
Inspirion Wealth Advisors
Illinois
$413K
LWMM
2560
Legacy Wealth Management (Mississippi)
Mississippi
$412K -$250K -1,405 -36%
CG
2561
CFO4Life Group
Texas
$412K +$17.2K +97 +4%
SWA
2562
Strata Wealth Advisors
Texas
$412K +$3.55K +20 +0.8%
COCM
2563
Charter Oak Capital Management
New Hampshire
$411K -$29.3K -165 -6%
AFW
2564
Avantra Family Wealth
Pennsylvania
$411K +$438K +2,468 New
FCMT
2565
Founders Capital Management (Texas)
Texas
$407K
JCM
2566
Jacobsen Capital Management
Utah
$407K +$6.57K +37 +2%
HFP
2567
Holistic Financial Partners
Indiana
$407K -$71.9K -405 -14%
EFG
2568
Embree Financial Group
Illinois
$406K -$8.7K -49 -2%
FFC
2569
First Financial Corp
Indiana
$403K
CFS
2570
Commonwealth Financial Services
West Virginia
$403K +$23.8K +134 +6%
WI
2571
Wintrust Investments
Illinois
$403K -$142K -799 -25%
WCG
2572
Weaver Consulting Group
California
$403K
BFC
2573
Blue Fin Capital
Rhode Island
$403K +$37.5K +211 +10%
SWM
2574
Segment Wealth Management
Texas
$402K
THCM
2575
Taylor Hoffman Capital Management
Virginia
$402K +$49.7K +280 +13%