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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Weatherly Asset Management
California
$937K -$10.8K -203 -1%
PGWM
1002
Parisi Gray Wealth Management
New Jersey
$936K -$4.45K -84 -0.5%
AI
1003
Accredited Investors
Minnesota
$933K +$6.2K +117 +0.7%
ACM
1004
AlphaCrest Capital Management
New York
$930K -$2.12M -39,949 -70%
ARMT
1005
Amica Retiree Medical Trust
Rhode Island
$929K
VCA
1006
Verdence Capital Advisors
Maryland
$929K +$122K +2,300 +16%
CIA
1007
Choate Investment Advisors
Massachusetts
$927K
SBSB
1008
Sullivan, Bruyette, Speros & Blaney
Virginia
$924K -$89.7K -1,694 -9%
LWANC
1009
Laurel Wealth Advisors (North Carolina)
North Carolina
$924K -$12.7K -240 -1%
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$917K +$28.1K +531 +3%
OC
1011
Oakworth Capital
Alabama
$915K +$3.23K +61 +0.4%
OAM
1012
Optimal Asset Management
California
$914K -$845K -15,952 -49%
SVWAG
1013
Sound View Wealth Advisors Group
Georgia
$909K +$35.9K +678 +4%
CFMC
1014
Curbstone Financial Management Corp
New Hampshire
$903K +$217K +4,100 +33%
SWA
1015
Stratos Wealth Advisors
Ohio
$903K +$362K +6,828 +72%
LSAG
1016
Lake Street Advisors Group
New Hampshire
$901K +$49.6K +936 +6%
DBIA
1017
Dumont & Blake Investment Advisors
New Jersey
$897K -$23.8K -449 -3%
CWM
1018
Centric Wealth Management
Illinois
$896K -$57.5K -1,086 -6%
TBNY
1019
Trustco Bank (New York)
New York
$896K
PWW
1020
Pettyjohn Wood & White
Virginia
$893K -$7.95K -150 -0.9%
AWCI
1021
Alpine Woods Capital Investors
New York
$893K +$46.2K +872 +6%
Cetera Investment Advisers
1022
Cetera Investment Advisers
Illinois
$888K +$26K +491 +3%
AL
1023
Aspiriant LLC
California
$885K +$70.7K +1,335 +9%
PWP
1024
Private Wealth Partners
California
$874K
BWA
1025
BDO Wealth Advisors
Florida
$868K -$43.1K -814 -5%