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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1251
Miller Investment Management
Pennsylvania
$813K
TTWM
1252
TCV Trust & Wealth Management
Virginia
$813K +$8.5K +105 +1%
RA
1253
Rational Advisors
New York
$812K -$102K -1,260 -11%
BIA
1254
Bigelow Investment Advisors
Maine
$812K -$6.88K -85 -0.9%
KC
1255
Knuff & Co
California
$811K -$328K -4,048 -29%
BCFD
1256
Boit C.F. David
$811K
DP
1257
Denver PWM
Colorado
$810K +$3K +37 +0.4%
KMWM
1258
Keudell/Morrison Wealth Management
Oregon
$808K -$97.6K -1,205 -11%
PMFA
1259
Plante Moran Financial Advisors
Michigan
$808K +$253K +3,122 +47%
NHC
1260
Nicholas Hoffman & Company
Georgia
$807K +$57.1K +705 +8%
EDRH
1261
Edmond de Rothschild Holding
Switzerland
$806K -$227K -2,803 -22%
PIM
1262
Platinum Investment Management
Australia
$805K -$660K -8,148 -46%
FCMT
1263
Founders Capital Management (Texas)
Texas
$798K
CCP
1264
Carmel Capital Partners
California
$798K +$19.4K +239 +3%
WAAG
1265
Wealth Alliance Advisory Group
Kansas
$797K -$12.1K -150 -2%
FFM
1266
Forum Financial Management
Illinois
$795K -$30.4K -375 -4%
ACM
1267
Advisors Capital Management
New Jersey
$795K -$16.8K -207 -2%
BCM
1268
Birch Capital Management
Texas
$795K
LD
1269
Lipe & Dalton
New York
$793K
GLLW
1270
Graves Light Lenhart Wealth
Virginia
$791K +$37.5K +463 +5%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$789K -$972 -12 -0.1%
LFAS
1272
Level Four Advisory Services
Texas
$789K -$153K -1,892 -17%
BHBT
1273
Burke & Herbert Bank & Trust
Virginia
$789K -$62.4K -771 -7%
Connor, Clark & Lunn Investment Management (CC&L)
1274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$783K -$16.5M -203,566 -96%
GLA
1275
Good Life Advisors
Pennsylvania
$783K +$14.6K +180 +2%