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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1401
Boltwood Capital Management
California
$1.95M -$125K -861 -7%
UBG
1402
United Bank (Georgia)
Georgia
$1.95M +$75.2K +519 +5%
CI
1403
Conning Inc
Connecticut
$1.95M -$13.5K -93 -0.8%
CFMC
1404
Curbstone Financial Management Corp
New Hampshire
$1.94M -$26.1K -180 -2%
CAG
1405
Csenge Advisory Group
Florida
$1.94M +$105K +723 +7%
WAM
1406
Weatherly Asset Management
California
$1.94M +$176K +1,213 +12%
CWS
1407
Confluence Wealth Services
Pennsylvania
$1.94M -$363K -2,505 -18%
KJWM
1408
Kiley Juergens Wealth Management
Washington
$1.94M -$290 -2 -0%
OWA
1409
One Wealth Advisors
California
$1.93M -$174K -1,200 -10%
KMWM
1410
Keudell/Morrison Wealth Management
Oregon
$1.93M +$105K +726 +7%
GFS
1411
GYL Financial Synergies
Connecticut
$1.92M +$2.03K +14 +0.1%
SWA
1412
Stratos Wealth Advisors
Ohio
$1.92M +$57.4K +396 +4%
MLL
1413
Moody Lynn & Lieberson
Massachusetts
$1.91M +$31K +214 +2%
PWMG
1414
Prestige Wealth Management Group
New Jersey
$1.91M -$312K -2,152 -16%
OFG
1415
OmniStar Financial Group
North Carolina
$1.91M +$1.62M +11,196 New
GD
1416
Grandfield & Dodd
New York
$1.91M -$1.3K -9 -0.1%
TIM
1417
Tevis Investment Management
Texas
$1.91M +$61.4K +424 +4%
AB
1418
Atlas Brown
Kentucky
$1.9M -$8.26K -57 -0.5%
CWM
1419
Certus Wealth Management
California
$1.9M -$3.19K -22 -0.2%
QIM
1420
Quantitative Investment Management
Virginia
$1.89M -$4.01M -27,670 -71%
BFA
1421
Beaumont Financial Advisors
Massachusetts
$1.89M +$3.62K +25 +0.2%
BHCM
1422
Brevan Howard Capital Management
Jersey
$1.89M +$1.6M +11,074 New
BWM
1423
Boyd Wealth Management
California
$1.88M – – –
LA
1424
Legacy Advisors
Pennsylvania
$1.88M +$195K +1,348 +14%
AWC
1425
Abundance Wealth Counselors
Pennsylvania
$1.88M -$286K -1,973 -15%