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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mission Wealth Management
California
$1.6M +$124K +1,922 +9%
CCG
927
Ceeto Capital Group
Florida
$1.6M
MYLI
928
Meiji Yasuda Life Insurance
Japan
$1.6M -$214K -3,300 -13%
BG
929
Bollard Group
Massachusetts
$1.59M +$65 +1 +0%
VCA
930
Verdence Capital Advisors
Maryland
$1.59M +$69.4K +1,072 +5%
PCP
931
Proficio Capital Partners
Massachusetts
$1.59M +$1.08M +16,732 +283%
SWA
932
SOA Wealth Advisors
New York
$1.58M +$92.4K +1,427 +7%
IP
933
Intellectus Partners
California
$1.57M -$22.1K -341 -1%
RG
934
Rikoon Group
New Mexico
$1.57M +$65 +1 +0%
BONST
935
Bank of Nova Scotia Trust
Ontario, Canada
$1.57M -$60.5K -935 -4%
RGC
936
Roberts, Glore & Co
Illinois
$1.57M +$5.18K +80 +0.4%
CWM
937
Chesapeake Wealth Management
Virginia
$1.57M -$76.1K -1,175 -5%
VVP
938
Venture Visionary Partners
Ohio
$1.57M +$431K +6,662 +42%
PWP
939
Principle Wealth Partners
Connecticut
$1.57M +$40.3K +623 +3%
SP
940
Symmetry Partners
Connecticut
$1.56M -$192K -2,967 -12%
CIM
941
CIM Investment Management
Pennsylvania
$1.55M -$48.4K -747 -3%
TCM
942
Tradewinds Capital Management
Washington
$1.55M +$194 +3 +0%
DPIM
943
Duff & Phelps Investment Management
Illinois
$1.55M -$19.4K -300 -1%
FMT
944
First Mercantile Trust
Tennessee
$1.55M +$241K +3,715 +20%
KJHP
945
K.J. Harrison & Partners
Ontario, Canada
$1.55M +$1.43M +22,050 New
AAS
946
Avantax Advisory Services
Texas
$1.54M +$132K +2,035 +10%
ADL
947
Asset Dedication LLC
California
$1.53M -$344K -5,315 -20%
FNBT
948
FineMark National Bank & Trust
Florida
$1.53M -$13.1K -203 -0.9%
UBG
949
United Bank (Georgia)
Georgia
$1.52M -$3.88K -60 -0.3%
VWA
950
V Wealth Advisors
Kansas
$1.52M +$39.8K +614 +3%