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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BAC
701
Boys Arnold & Co
North Carolina
$2.38M -$52.9K -1,024 -2%
CPSAC
702
Chas P. Smith & Associates (CPS)
Florida
$2.37M -$60.1K -1,165 -2%
WANY
703
Wealthspire Advisors (New York)
New York
$2.36M +$1.9M +36,889 +310%
TCM
704
Telos Capital Management
California
$2.34M +$109K +2,111 +5%
SWM
705
Stockman Wealth Management
Montana
$2.34M -$13K -252 -0.5%
BCFS
706
Butensky & Cohen Financial Security
Florida
$2.34M +$73.6K +1,426 +3%
GP
707
Greenline Partners
New York
$2.32M
SC
708
Scotia Capital
Ontario, Canada
$2.31M -$1.17M -22,719 -32%
TC
709
TownSquare Capital
Utah
$2.3M +$502K +9,727 +28%
HWA
710
Heritage Way Advisors
Illinois
$2.3M +$247K +4,794 +11%
AIM
711
Anchor Investment Management
South Carolina
$2.3M +$157K +3,049 +7%
GGI
712
GPM Growth Investors
Michigan
$2.28M -$555K -10,747 -19%
Cerity Partners
713
Cerity Partners
New York
$2.27M +$43.9K +850 +2%
MWM
714
Madison Wealth Management
Ohio
$2.27M -$2.07M -40,109 -46%
Fayez Sarofim & Co
715
Fayez Sarofim & Co
Texas
$2.27M -$93.9K -1,820 -4%
RWA
716
River Wealth Advisors
Pennsylvania
$2.26M -$11.1K -215 -0.5%
RWA
717
Ropes Wealth Advisors
Massachusetts
$2.26M -$42.7K -827 -2%
AP
718
Arlington Partners
Alabama
$2.25M +$1.93M +37,372 +405%
HVIA
719
Hudson Valley Investment Advisors
New York
$2.23M -$125K -2,431 -5%
BIM
720
Bridges Investment Management
Nebraska
$2.21M -$79.7K -1,545 -3%
FMTC
721
Farmers & Merchants Trust Company
California
$2.21M +$34.4K +667 +1%
NGA
722
Naples Global Advisors
Florida
$2.18M +$425K +8,242 +22%
OC
723
Oppenheimer & Co
New York
$2.18M -$14.3K -277 -0.6%
IWC
724
Integrated Wealth Concepts
Massachusetts
$2.17M +$211K +4,095 +10%
KIA
725
KCM Investment Advisors
California
$2.16M -$79.3K -1,536 -3%