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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1201
Parkside Financial Bank & Trust
Missouri
$553K -$11.6K -242 -2%
OAM
1202
Occidental Asset Management
California
$553K
ACS
1203
Archford Capital Strategies
Illinois
$553K +$79.7K +1,664 +16%
CAM
1204
Cubic Asset Management
Massachusetts
$552K -$254K -5,300 -30%
VDFA
1205
Vickerman & Driscoll Financial Advisors
Washington
$551K -$20.7K -432 -3%
GIM
1206
Grassi Investment Management
California
$551K
GVAG
1207
Great Valley Advisor Group
Delaware
$551K +$577K +12,031 New
SSI
1208
Scott & Selber Inc
Texas
$550K -$10.5K -220 -2%
AB
1209
Atlas Brown
Kentucky
$549K -$1.1M -23,000 -65%
CAM
1210
CenterStar Asset Management
Illinois
$549K
PW
1211
Price Wealth
Texas
$548K
NL
1212
NWAM LLC
Washington
$546K +$26K +543 +5%
HK
1213
Horizon Kinetics
New York
$542K -$52.4K -1,093 -8%
MCM
1214
Maryland Capital Management
Maryland
$538K +$16.1K +336 +3%
KA
1215
Kovack Advisors
Florida
$538K +$146K +3,040 +34%
PCMC
1216
Paragon Capital Management (Colorado)
Colorado
$534K -$19.2K -400 -3%
BPA
1217
Beacon Pointe Advisors
California
$533K +$564K +11,767 New
Ninety One (UK)
1218
Ninety One (UK)
United Kingdom
$532K
LD
1219
Lipe & Dalton
New York
$531K
CW
1220
Cobiz Wealth
Colorado
$530K -$61.9K -1,292 -10%
TTWM
1221
TCV Trust & Wealth Management
Virginia
$530K -$22.7K -474 -4%
IIM
1222
Intact Investment Management
Quebec, Canada
$528K -$231K -4,820 -29%
WAAG
1223
Wealth Alliance Advisory Group
Kansas
$527K
RG
1224
Rathbones Group
United Kingdom
$527K +$359K +7,500 +180%
PSG
1225
Planning Solutions Group
Maryland
$527K +$559K +11,668 New