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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2701
Sendero Wealth Management
Texas
$271K -$105K -724 -31%
SPWG
2702
Syntegra Private Wealth Group
Missouri
$270K +$5.79K +40 +3%
TCM
2703
TruNorth Capital Management
Michigan
$270K
DIM
2704
Delta Investment Management
California
$269K -$20.6K -142 -8%
CCFM
2705
Clear Creek Financial Management
Washington
$269K +$10.1K +70 +5%
SWM
2706
Sugarloaf Wealth Management
Georgia
$269K
NRI
2707
NFP Retirement Inc
California
$268K -$7.97K -55 -3%
AL
2708
ACAS LLC
California
$268K +$1.45K +10 +0.6%
ECM
2709
Element Capital Management
New York
$268K -$946K -6,532 -81%
XS
2710
XR Securities
Illinois
$268K +$228K +1,572 New
SAM
2711
Satovsky Asset Management
New York
$268K +$21.7K +150 +11%
ABTD
2712
Arvest Bank Trust Division
Oklahoma
$267K +$227K +1,568 New
AEPWM
2713
Atlantic Edge Private Wealth Management
Florida
$267K +$1.45K +10 +0.6%
FM
2714
Family Management
New York
$267K +$9.56K +66 +4%
RP
2715
Rice Partnership
Hawaii
$267K
FFB
2716
First Financial Bankshares
Texas
$267K -$869 -6 -0.4%
SWM
2717
SFG Wealth Management
Maryland
$266K +$226K +1,563 New
PA
2718
Prossimo Advisors
California
$266K
PSFG
2719
Prairie Sky Financial Group
Illinois
$265K
HWM
2720
Hemington Wealth Management
Virginia
$265K -$41.9K -289 -15%
MFA
2721
McClarren Financial Advisors
Pennsylvania
$265K +$15.5K +107 +25%
PCMK
2722
Paragon Capital Management (Kansas)
Kansas
$264K +$13.9K +96 +7%
CHJWM
2723
Carlton Hofferkamp & Jenks Wealth Management
Texas
$264K
AWMG
2724
Alliance Wealth Management Group
New Jersey
$263K
EDRIA
2725
Edmonds Duncan Registered Investment Advisors
Kansas
$263K +$7.39K +51 +3%