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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DT
1001
Diversified Trust
Tennessee
$2.46M -$11.3K -104 -0.4%
CGL
1002
Clarius Group LLC
Washington
$2.44M -$110K -1,010 -4%
AT
1003
Arden Trust
Delaware
$2.44M -$137K -1,259 -5%
TFG
1004
Taylor Financial Group
Virginia
$2.42M +$2.51M +22,999 New
PFS
1005
Prospera Financial Services
Texas
$2.42M +$812K +7,443 +48%
LWM
1006
Liberty Wealth Management
California
$2.42M +$25.2K +231 +1%
BONH
1007
Bank of New Hampshire
New Hampshire
$2.41M -$49.3K -452 -2%
FTWA
1008
Fifth Third Wealth Advisors
Ohio
$2.41M +$172K +1,579 +7%
RGI
1009
River Global Investors
United Kingdom
$2.4M -$279K -2,558 -10%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$2.4M +$67.2K +616 +3%
SVWAG
1011
Sound View Wealth Advisors Group
Georgia
$2.38M -$31K -284 -1%
NIM
1012
NEOS Investment Management
Connecticut
$2.37M +$747K +6,841 +44%
GI
1013
GAMCO Investors
Connecticut
$2.36M +$1.35M +12,405 +124%
FAM
1014
Fred Alger Management
New York
$2.36M -$45.1M -413,609 -95%
BCM
1015
Barrier Capital Management
California
$2.35M -$5.94M -54,454 -71%
CIA
1016
Citadel Investment Advisory
Ohio
$2.34M
IA
1017
IFP Advisors
Florida
$2.33M +$632K +5,787 +35%
WCM
1018
Weaver Capital Management
Georgia
$2.33M +$2.41M +22,079 New
PWG
1019
Portside Wealth Group
Utah
$2.32M -$50.9K -466 -2%
AL
1020
Aspiriant LLC
California
$2.32M -$42.1K -386 -2%
DAM
1021
Deltec Asset Management
New York
$2.32M +$327K +3,000 +16%
TBWA
1022
Three Bridge Wealth Advisors
California
$2.32M -$40.1K -367 -2%
JGUA
1023
John G. Ullman & Associates
New York
$2.29M -$6.33K -58 -0.3%
PAS
1024
Park Avenue Securities
New York
$2.27M +$276K +2,531 +13%
FSA
1025
Fort Sheridan Advisors
Illinois
$2.27M +$53.5K +490 +2%