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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1101
Meridian Financial Partners
Virginia
$691K +$23K +435 +4%
XWM
1102
Xcel Wealth Management
Florida
$688K +$152K +2,870 +30%
AF
1103
Advisornet Financial
Minnesota
$686K -$51.2K -966 -7%
SAM
1104
Sompo Asset Management
Japan
$684K -$739K -13,950 -53%
SFM
1105
Signet Financial Management
New Jersey
$683K -$284K -5,352 -30%
QP
1106
Quilter Plc
United Kingdom
$682K -$653K -12,334 -50%
GAG
1107
GM Advisory Group
New York
$681K -$15.9K -300 -2%
APP
1108
Avantax Planning Partners
Iowa
$680K -$16.6K -314 -2%
CAM
1109
Cubic Asset Management
Massachusetts
$675K
GIM
1110
Grassi Investment Management
California
$674K
FFA
1111
First Foundation Advisors
California
$673K -$12.3K -232 -2%
SHGA
1112
Sand Hill Global Advisors
California
$672K -$16.8K -318 -3%
CHP
1113
Cable Hill Partners
Oregon
$672K
Vanguard Personalized Indexing Management
1114
Vanguard Personalized Indexing Management
California
$667K +$169K +3,197 +36%
WOSD
1115
WFA of San Diego
California
$666K +$640K +12,088 New
CAM
1116
Cozad Asset Management
Illinois
$664K +$74.1K +1,398 +13%
DP
1117
Denver PWM
Colorado
$658K +$2.86K +54 +0.5%
Koshinski Asset Management
1118
Koshinski Asset Management
Illinois
$655K +$954 +18 +0.2%
PVWM
1119
Point View Wealth Management
New Jersey
$653K +$1.54K +29 +0.2%
RSVP
1120
Ramsay Stattman Vela & Price
Colorado
$651K
CWM
1121
Cabot Wealth Management
Massachusetts
$651K +$9.59K +181 +2%
TC
1122
Trust Company
Kansas
$645K +$539K +10,174 +678%
ESCM
1123
Echo Street Capital Management
New York
$643K -$16.1M -303,798 -96%
CB
1124
Community Bank
New York
$643K -$15.6K -294 -2%
PK
1125
Pflug Koory
Nebraska
$639K -$10.6K -200 -2%