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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2576
Segment Wealth Management
Texas
$402K – – –
THCM
2577
Taylor Hoffman Capital Management
Virginia
$402K +$49.7K +280 +13%
MIH
2578
Meitav Investment House
Israel
$401K +$427K +2,405 New
MWP
2579
Meridian Wealth Partners
Pennsylvania
$401K +$2.31K +13 +0.5%
LAM
2580
Lakewood Asset Management
Illinois
$401K +$178 +1 +0%
NFW
2581
Noble Family Wealth
Florida
$401K – – –
GSWM
2582
Golden State Wealth Management
California
$400K +$427K +2,401 New
HWM
2583
Horizon Wealth Management
Illinois
$400K – – –
APW
2584
Acima Private Wealth
Virginia
$400K – – –
MIP
2585
Marietta Investment Partners
Wisconsin
$400K – – –
WIC
2586
Wilkins Investment Counsel
Massachusetts
$400K – – –
OWM
2587
Opes Wealth Management
California
$399K +$77.1K +434 +22%
LFG
2588
Lazard Frères Gestion
France
$399K – – –
IW
2589
IronOak Wealth
Texas
$398K +$425K +2,391 New
BWCS
2590
Beirne Wealth Consulting Services
Connecticut
$398K – – –
LIA
2591
Lynx Investment Advisory
District of Columbia
$398K +$87.8K +494 +26%
HTHT
2592
Hemenway Trust Hemenway Trust
New Hampshire
$398K -$888 -5 -0.2%
TCM
2593
Triumph Capital Management
Colorado
$397K +$87.2K +491 +26%
BBPWM
2594
Blue Bell Private Wealth Management
Pennsylvania
$396K -$61.8K -348 -13%
CM
2595
Columbus Macro
Pennsylvania
$395K +$101K +567 +31%
ODG
2596
O'Dell Group
Ohio
$395K +$355 +2 +0.1%
WSCM
2597
Wellington Shields Capital Management
New York
$395K +$355 +2 +0.1%
MF
2598
Magnetar Financial
Illinois
$394K +$420K +2,367 New
RB
2599
Rodgers Brothers
Pennsylvania
$394K -$35.5K -200 -8%
JC
2600
Jentner Corp
Ohio
$394K +$888 +5 +0.2%