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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2701
Clean Yield Group
Vermont
$272K +$6.66K +46 +3%
TW
2702
Transform Wealth
Colorado
$272K – – –
IA
2703
IAM Advisory
Pennsylvania
$272K +$724 +5 +0.3%
SWM
2704
Sendero Wealth Management
Texas
$271K -$105K -724 -31%
SPWG
2705
Syntegra Private Wealth Group
Missouri
$270K +$5.79K +40 +3%
TCM
2706
TruNorth Capital Management
Michigan
$270K – – –
DIM
2707
Delta Investment Management
California
$269K -$20.6K -142 -8%
CCFM
2708
Clear Creek Financial Management
Washington
$269K +$10.1K +70 +5%
SWM
2709
Sugarloaf Wealth Management
Georgia
$269K – – –
NRI
2710
NFP Retirement Inc
California
$268K -$7.97K -55 -3%
AL
2711
ACAS LLC
California
$268K +$1.45K +10 +0.6%
ECM
2712
Element Capital Management
New York
$268K -$946K -6,532 -81%
XS
2713
XR Securities
Illinois
$268K +$228K +1,572 New
SAM
2714
Satovsky Asset Management
New York
$268K +$21.7K +150 +11%
ABTD
2715
Arvest Bank Trust Division
Oklahoma
$267K +$227K +1,568 New
AEPWM
2716
Atlantic Edge Private Wealth Management
Florida
$267K +$1.45K +10 +0.6%
FM
2717
Family Management
New York
$267K +$9.56K +66 +4%
RP
2718
Rice Partnership
Hawaii
$267K – – –
FFB
2719
First Financial Bankshares
Texas
$267K -$869 -6 -0.4%
SWM
2720
SFG Wealth Management
Maryland
$266K +$226K +1,563 New
PA
2721
Prossimo Advisors
California
$266K – – –
PSFG
2722
Prairie Sky Financial Group
Illinois
$265K – – –
HWM
2723
Hemington Wealth Management
Virginia
$265K -$41.9K -289 -15%
MFA
2724
McClarren Financial Advisors
Pennsylvania
$265K +$15.5K +107 +25%
PCMK
2725
Paragon Capital Management (Kansas)
Kansas
$264K +$13.9K +96 +7%