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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1301
Warther Private Wealth
Ohio
$707K +$62.4K +706 +10%
Credit Agricole
1302
Credit Agricole
France
$707K +$273K +3,090 +61%
IF
1303
Intrua Financial
Texas
$706K +$82.4K +933 +15%
DA
1304
Denali Advisors
California
$706K +$230K +2,600 +47%
APG
1305
Abacus Planning Group
South Carolina
$705K
HPWM
1306
Highland Private Wealth Management
Washington
$705K +$972 +11 +0.1%
BWP
1307
BSW Wealth Partners
Colorado
$705K +$180K +2,042 +34%
BHC
1308
Bowen Hanes & Co
Florida
$703K
ZIM
1309
Zacks Investment Management
Illinois
$701K +$29.9K +338 +4%
BHWM
1310
Bar Harbor Wealth Management
New Hampshire
$700K -$56.5K -640 -7%
VWM
1311
Venturi Wealth Management
Texas
$699K -$143K -1,618 -17%
CA
1312
Continuum Advisory
Idaho
$697K +$8.3K +94 +1%
MAWCM
1313
Mine & Arao Wealth Creation & Management
California
$696K -$88.3K -1,000 -11%
SHGA
1314
Sand Hill Global Advisors
California
$696K -$73.6K -833 -9%
BST
1315
Bath Savings Trust
Maine
$695K
DAS
1316
Dynamic Advisor Solutions
Arizona
$693K +$51.3K +581 +8%
HFM
1317
Harvest Fund Management
China
$693K +$113K +1,283 +19%
BAM
1318
Brave Asset Management
New Jersey
$691K
PP
1319
PDS Planning
Ohio
$691K +$21.2K +240 +3%
LAI
1320
Legal Advantage Investments
California
$689K +$88 +1 +0%
MC
1321
McMorgan & Co
California
$688K -$242K -2,740 -26%
OCM
1322
One Capital Management
California
$682K -$177 -2 -0%
SAM
1323
S.A. Mason
Michigan
$682K +$111K +1,257 +19%
LFA
1324
Landmark Financial Advisors
Kentucky
$681K -$8.48K -96 -1%
PWM
1325
Perigon Wealth Management
California
$678K +$10.2K +115 +1%