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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1151
OneDigital Investment Advisors
Kansas
$598K +$12.9K +244 +2%
SL
1152
Stevard LLC
Illinois
$597K +$572K +10,795 New
LD
1153
Lipe & Dalton
New York
$594K -$26.5K -500 -4%
CS
1154
Comerica Securities
Michigan
$594K -$3.23K -61 -0.6%
SIC
1155
Salem Investment Counselors
North Carolina
$591K -$3.5K -66 -0.6%
IFG
1156
Independent Financial Group
California
$590K -$3.6K -68 -0.6%
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$590K +$39.8K +751 +8%
OPPTF
1158
OPSEU Pension Plan Trust Fund
Ontario, Canada
$586K +$565K +10,657 New
AWM
1159
Altavista Wealth Management
North Carolina
$585K
CIC
1160
Crawford Investment Counsel
Georgia
$585K +$8.21K +155 +1%
PGAM
1161
Princeton Global Asset Management
New Jersey
$584K
BRM
1162
Boston Research & Management
Massachusetts
$583K -$59.9K -1,130 -10%
AFG
1163
Albion Financial Group
Utah
$580K
SAG
1164
Spotlight Asset Group
Illinois
$579K +$159 +3 +0%
MAWCM
1165
Mine & Arao Wealth Creation & Management
California
$578K
LFA
1166
Landmark Financial Advisors
Kentucky
$578K +$954 +18 +0.2%
KMWM
1167
Keudell/Morrison Wealth Management
Oregon
$576K +$24.6K +465 +5%
AP
1168
Atwood & Palmer
Missouri
$575K
FAM
1169
Formidable Asset Management
Ohio
$574K -$44.8K -846 -8%
QCM
1170
Quest Capital Management
Texas
$572K +$126K +2,371 +30%
BW
1171
Bison Wealth
Georgia
$570K +$24.8K +468 +5%
OAM
1172
Oak Asset Management
California
$570K +$182K +3,440 +50%
CCWA
1173
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$570K +$546K +10,314 New
CLOS
1174
Compagnie Lombard Odier SCmA
Switzerland
$569K +$128K +2,409 +30%
1WA
1175
180 Wealth Advisors
Washington
$567K -$4.18K -79 -0.8%