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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1251
Boit C.F. David
$763K +$767K +9,800 New
AWE
1252
Avidian Wealth Enterprises
Texas
$761K +$109K +1,389 +17%
BCA
1253
Bay Colony Advisors
Massachusetts
$760K -$164K -2,091 -18%
APA
1254
American Portfolios Advisors
New York
$759K +$4.93K +63 +0.7%
NIM
1255
Northeast Investment Management
Massachusetts
$759K -$11.7K -150 -2%
FFA
1256
First Foundation Advisors
California
$758K +$41.6K +532 +6%
FFWA
1257
FRG Family Wealth Advisors
Washington
$753K
VWM
1258
Venturi Wealth Management
Texas
$751K -$269K -3,440 -26%
IBOK
1259
Independence Bank of Kentucky
Kentucky
$751K -$21.5K -275 -3%
NAS
1260
Nicolet Advisory Services
Wisconsin
$751K -$2.58K -33 -0.3%
BCM
1261
Birch Capital Management
Texas
$748K
RCAG
1262
Rehmann Capital Advisory Group
Michigan
$745K -$181K -2,314 -19%
FCMT
1263
Founders Capital Management (Texas)
Texas
$744K -$11.7K -150 -2%
AG
1264
AIA Group
Hong Kong
$736K +$662K +8,456 New
NNP
1265
Nachman Norwood & Parrott
South Carolina
$735K -$19.3K -247 -3%
C
1266
Certuity
Florida
$735K -$14.9K -190 -0.8%
FCMC
1267
Founders Capital Management (Connecticut)
Connecticut
$726K -$188K -2,400 -20%
BWL
1268
Bogart Wealth LLC
Virginia
$723K
ACA
1269
Atlas Capital Advisors
Wyoming
$721K +$7.67K +98 +1%
HIM
1270
Hillsdale Investment Management
Ontario, Canada
$721K -$62.6K -800 -8%
GLA
1271
Good Life Advisors
Pennsylvania
$719K +$235 +3 +0%
XS
1272
XR Securities
Illinois
$717K -$512K -6,545 -42%
GLLW
1273
Graves Light Lenhart Wealth
Virginia
$717K -$9.24K -118 -1%
RPC
1274
Rossmore Private Capital
Connecticut
$716K +$31.3K +400 +5%
SCA
1275
Sippican Capital Advisors
Massachusetts
$716K +$102K +1,308 +17%