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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1251
B. Riley Wealth Management
Tennessee
$818K -$851K -10,502 -52%
MIM
1252
Miller Investment Management
Pennsylvania
$813K – – –
TTWM
1253
TCV Trust & Wealth Management
Virginia
$813K +$8.5K +105 +1%
RA
1254
Rational Advisors
New York
$812K -$102K -1,260 -11%
BIA
1255
Bigelow Investment Advisors
Maine
$812K -$6.88K -85 -0.9%
KC
1256
Knuff & Co
California
$811K -$328K -4,048 -29%
BCFD
1257
Boit C.F. David
$811K – – –
DP
1258
Denver PWM
Colorado
$810K +$3K +37 +0.4%
KMWM
1259
Keudell/Morrison Wealth Management
Oregon
$808K -$97.6K -1,205 -11%
PMFA
1260
Plante Moran Financial Advisors
Michigan
$808K +$253K +3,122 +47%
NHC
1261
Nicholas Hoffman & Company
Georgia
$807K +$57.1K +705 +8%
EDRH
1262
Edmond de Rothschild Holding
Switzerland
$806K -$227K -2,803 -22%
PIM
1263
Platinum Investment Management
Australia
$805K -$660K -8,148 -46%
FCMT
1264
Founders Capital Management (Texas)
Texas
$798K – – –
CCP
1265
Carmel Capital Partners
California
$798K +$19.4K +239 +3%
WAAG
1266
Wealth Alliance Advisory Group
Kansas
$797K -$12.1K -150 -2%
FFM
1267
Forum Financial Management
Illinois
$795K -$30.4K -375 -4%
ACM
1268
Advisors Capital Management
New Jersey
$795K -$16.8K -207 -2%
BCM
1269
Birch Capital Management
Texas
$795K – – –
LD
1270
Lipe & Dalton
New York
$793K – – –
GLLW
1271
Graves Light Lenhart Wealth
Virginia
$791K +$37.5K +463 +5%
RCAG
1272
Rehmann Capital Advisory Group
Michigan
$789K -$972 -12 -0.1%
LFAS
1273
Level Four Advisory Services
Texas
$789K -$153K -1,892 -17%
BHBT
1274
Burke & Herbert Bank & Trust
Virginia
$789K -$62.4K -771 -7%
Connor, Clark & Lunn Investment Management (CC&L)
1275
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$783K -$16.5M -203,566 -96%