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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SI
2701
Saxon Interests
Texas
$351K +$3.09K +19 +0.8%
PHAM
2702
Palisades Hudson Asset Management
Florida
$351K – – –
CB
2703
Community Bank
New York
$350K -$32.5K -200 -8%
MSWM
2704
McGlone Suttner Wealth Management
Wisconsin
$349K +$163 +1 +0%
COCM
2705
Charter Oak Capital Management
New Hampshire
$349K -$17.7K -109 -4%
SRC
2706
Shufro Rose & Co
New York
$349K -$19.7K -121 -5%
AWM
2707
Aberdeen Wealth Management
Illinois
$349K – – –
LWMNY
2708
Landmark Wealth Management (New York)
New York
$348K +$22.8K +140 +6%
KFP
2709
Kerr Financial Planning
California
$348K +$20.5K +126 +6%
RB
2710
Rodgers Brothers
Pennsylvania
$348K – – –
RA
2711
Riversedge Advisors
Delaware
$348K +$128K +785 +50%
LEA
2712
Legacy Edge Advisors
New York
$347K -$21.1K -130 -5%
SFG
2713
SageGuard Financial Group
Tennessee
$347K +$384K +2,360 New
MHIP
2714
Mountain Hill Investment Partners
New Jersey
$347K +$202K +1,240 +111%
QFPS
2715
Quantum Financial Planning Services
Washington
$347K -$15K -92 -4%
PNAA
2716
Pictet North America Advisors
Switzerland
$347K – – –
EGWAG
2717
Elwood & Goetz Wealth Advisory Group
Georgia
$347K +$42.4K +261 +12%
SMA
2718
Seven Mile Advisory
New Jersey
$346K -$531K -3,265 -58%
CCP
2719
Clarkston Capital Partners
Michigan
$346K -$641K -3,946 -63%
EP
2720
Ehrenkranz Partners
New York
$345K -$12.2K -75 -3%
RDFA
2721
Ritter Daniher Financial Advisory
Ohio
$345K +$2.28K +14 +0.6%
PCA
2722
Peddock Capital Advisors
Massachusetts
$345K – – –
S
2723
SharpePoint
Arizona
$344K +$125K +769 +49%
TPWA
2724
Twin Peaks Wealth Advisors
California
$343K -$49.6K -305 -12%
PIA
2725
Pinion Investment Advisors
Kansas
$343K -$81.3K -500 -18%