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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2651
Kelly Financial Services
Massachusetts
$697K -$60.4K -237 -9%
ISWM
2652
Independent Solutions Wealth Management
New York
$695K +$208K +816 +49%
BWM
2653
BlackDiamond Wealth Management
New York
$694K +$4.33K +17 +0.7%
COCM
2654
Charter Oak Capital Management
New Hampshire
$693K +$21.9K +86 +4%
QP
2655
Quartz Partners
New York
$692K +$201K +791 +47%
IWP
2656
Innova Wealth Partners
Pennsylvania
$691K +$22.9K +90 +4%
RWMH
2657
Riverpoint Wealth Management Holdings
Illinois
$691K -$87.6K -344 -12%
DRP
2658
Decker Retirement Planning
Utah
$689K +$624K +2,449 New
CAM
2659
Creekmur Asset Management
Illinois
$688K -$97K -381 -13%
FCMT
2660
Founders Capital Management (Texas)
Texas
$687K -$19.1K -75 -3%
LSC
2661
Lesa Sroufe & Co
Washington
$686K – – –
RCA
2662
Roberts Capital Advisors
Colorado
$685K -$1.78M -6,992 -74%
LIA
2663
Lynx Investment Advisory
District of Columbia
$685K +$4.84K +19 +0.8%
CCFCSB
2664
Cape Cod Five Cents Savings Bank
Massachusetts
$684K – – –
MIP
2665
Marietta Investment Partners
Wisconsin
$682K +$6.62K +26 +1%
PB
2666
Pinnacle Bancorp
Nebraska
$682K -$35.7K -140 -5%
QFPS
2667
Quantum Financial Planning Services
Washington
$682K -$50.4K -198 -8%
FRM
2668
Fox Run Management
Connecticut
$681K +$617K +2,422 New
LBA
2669
Letko, Brosseau & Associates
Quebec, Canada
$681K -$172K -675 -22%
AWM
2670
Aberdeen Wealth Management
Illinois
$681K -$38.2K -150 -6%
FFC
2671
First Financial Corp
Indiana
$681K – – –
FM
2672
Family Management
New York
$681K +$206K +810 +50%
LA
2673
Latitude Advisors
Florida
$680K -$76.4K -300 -11%
SPWG
2674
Syntegra Private Wealth Group
Missouri
$679K +$18.1K +71 +3%
WJA
2675
Willis Johnson & Associates
Texas
$676K +$116K +455 +23%