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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1251
Spotlight Asset Group
Illinois
$558K +$577K +10,489 New
AFG
1252
Albion Financial Group
Utah
$556K
PAM
1253
PVG Asset Management
Colorado
$556K -$1.17M -21,306 -67%
PIM
1254
Penobscot Investment Management
Massachusetts
$552K -$55K -1,000 -9%
AP
1255
Atwood & Palmer
Missouri
$551K -$110K -2,000 -16%
PP
1256
PagnatoKarp Partners
Virginia
$550K +$440 +8 +0.1%
CAG
1257
Csenge Advisory Group
Florida
$550K +$74.4K +1,352 +15%
LFA
1258
Landmark Financial Advisors
Kentucky
$549K +$20.9K +380 +4%
EFS
1259
Essex Financial Services
Connecticut
$548K +$143K +2,603 +34%
BAM
1260
Belpointe Asset Management
Nevada
$546K +$39.2K +713 +7%
AWM
1261
Altavista Wealth Management
North Carolina
$545K
MCC
1262
Malaga Cove Capital
California
$540K -$4.07K -74 -0.7%
FFWA
1263
FRG Family Wealth Advisors
Washington
$539K
FFN
1264
Focus Financial Network
Minnesota
$538K +$220 +4 +0%
BWP
1265
Baldwin Wealth Partners
Massachusetts
$538K
CA
1266
Cambridge Advisors
Nebraska
$538K
TCBWMS
1267
Texas Capital Bank Wealth Management Services
Texas
$537K +$558K +10,135 New
MMPW
1268
Mitchell McLeod Pugh & Williams
Alabama
$533K
MFG
1269
Monte Financial Group
Connecticut
$533K +$10.8K +196 +2%
GLLW
1270
Graves Light Lenhart Wealth
Virginia
$532K -$10.8K -196 -2%
PA
1271
Probity Advisors
Texas
$531K +$14.8K +269 +3%
C
1272
Cerebellum
California
$530K +$550K +9,996 New
CCFCSB
1273
Cape Cod Five Cents Savings Bank
Massachusetts
$528K -$4.13K -75 -0.7%
BHBT
1274
Burke & Herbert Bank & Trust
Virginia
$526K -$771 -14 -0.1%
GSBTD
1275
Glenview State Bank Trust Department
Illinois
$526K