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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AAB
1151
ABN AMRO Bank
Netherlands
$5.71M +$3.4M +13,350 +192%
DJSG
1152
D.J. St. Germain
Massachusetts
$5.69M -$195K -765 -4%
YC
1153
Yarbrough Capital
Tennessee
$5.68M +$4.38M +17,216 +577%
FPWM
1154
FSB Premier Wealth Management
Iowa
$5.67M -$389K -1,529 -7%
MEG
1155
Millstone Evans Group
Colorado
$5.65M +$7.13K +28 +0.1%
RMDI
1156
R.M. Davis Inc
Maine
$5.65M -$185K -725 -3%
JIC
1157
Joel Isaacson & Co
New York
$5.65M +$213K +838 +4%
DAS
1158
Diversify Advisory Services
Utah
$5.65M -$1.71M -6,707 -23%
RC
1159
Roundview Capital
New Jersey
$5.63M +$499K +1,961 +11%
FNBOO
1160
First National Bank of Omaha
Nebraska
$5.63M +$5.1M +20,023 New
Eagle Capital Management (New York)
1161
Eagle Capital Management (New York)
New York
$5.62M -$14.9M -58,494 -75%
LTAS
1162
Linden Thomas Advisory Services
North Carolina
$5.61M +$106K +415 +2%
CAM
1163
Close Asset Management
United Kingdom
$5.6M -$628K -2,467 -11%
AF
1164
Atala Financial
California
$5.58M – – –
AL
1165
Aspiriant LLC
California
$5.58M -$42.3K -166 -0.8%
WT
1166
Washington Trust
Rhode Island
$5.55M +$121K +476 +2%
TH
1167
TCTC Holdings
Texas
$5.54M -$279K -1,097 -5%
AWA
1168
Aaron Wealth Advisors
Illinois
$5.54M +$685K +2,691 +16%
LT
1169
Legacy Trust
Michigan
$5.54M +$331K +1,300 +7%
RFMS
1170
RWQ Financial Management Services
Florida
$5.53M +$5.01M +19,675 New
TFG
1171
Taylor Financial Group
Virginia
$5.53M -$555K -2,180 -10%
TAMH
1172
Taikang Asset Management (HK)
Hong Kong
$5.52M -$394K -1,548 -7%
TAA
1173
TB Alternative Assets
Cayman Islands
$5.52M +$5M +19,616 New
LAM
1174
Lewis Asset Management
California
$5.52M +$51.7K +203 +1%
WP
1175
Westmount Partners
California
$5.5M +$85.1K +334 +2%