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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
901
Perigon Wealth Management
California
$9.7M +$1.6M +6,271 +22%
LWA
902
Lifelong Wealth Advisors
Minnesota
$9.67M -$1.13M -4,425 -11%
CCG
903
Chatham Capital Group
Georgia
$9.66M -$108K -425 -1%
PTCG
904
Pring Turner Capital Group
California
$9.62M -$2.49M -9,782 -22%
MLL
905
Moody Lynn & Lieberson
Massachusetts
$9.57M -$68.8K -270 -0.8%
MIC
906
Means Investment Company
Maine
$9.52M +$27.8K +109 +0.3%
MYIA
907
Mount Yale Investment Advisors
Colorado
$9.5M +$5.8M +22,766 +207%
SIM
908
Seaview Investment Managers
Florida
$9.46M -$8.64M -33,945 -50%
CWM
909
Chemistry Wealth Management
New York
$9.43M -$146K -572 -2%
SPC
910
Sigma Planning Corp
Michigan
$9.43M +$56.8K +223 +0.7%
TW
911
TritonPoint Wealth
Maryland
$9.36M -$2.9M -11,389 -25%
SL
912
Salomon & Ludwin
Virginia
$9.35M +$180K +707 +2%
BP
913
Ballentine Partners
Massachusetts
$9.31M +$302K +1,187 +4%
ITC
914
Inspire Trust Company
Nevada
$9.28M -$1.27M -5,000 -13%
AAP
915
Arax Advisory Partners
Colorado
$9.27M +$5.71M +22,405 +212%
WAS
916
WESPAC Advisors SoCal
California
$9.27M +$339K +1,332 +4%
CCB
917
Country Club Bank
Missouri
$9.25M -$60.1K -236 -0.7%
PWW
918
Pettyjohn Wood & White
Virginia
$9.25M -$55.5K -218 -0.7%
IAN
919
Integrated Advisors Network
Texas
$9.22M -$2.77M -10,874 -25%
AA
920
Ancora Advisors
Ohio
$9.21M -$375K -1,473 -4%
GIM
921
Generate Investment Management
New Zealand
$9.2M +$1.43M +5,631 +21%
LC
922
Legacy CG
Texas
$9.2M -$1.32M -5,200 -14%
TCA
923
Trifecta Capital Advisors
Illinois
$9.19M -$41.3K -162 -0.5%
TCM
924
Twin Capital Management
Pennsylvania
$9.15M -$1.9M -7,463 -19%
SFG
925
SevenBridge Financial Group
Pennsylvania
$9.14M -$874K -3,432 -8%