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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
1451
Point View Wealth Management
New Jersey
$326K -$3.77K -74 -1%
NIM
1452
NuWave Investment Management
New Jersey
$324K -$216K -4,244 -41%
GKWIM
1453
Gerber Kawasaki Wealth & Investment Management
California
$324K
AP
1454
Appleton Partners
Massachusetts
$322K +$4.58K +90 +2%
EB
1455
Eastern Bank
Massachusetts
$321K -$45.5K -894 -13%
LCM
1456
LVM Capital Management
Michigan
$320K -$13.1K -258 -4%
PP
1457
PDS Planning
Ohio
$317K -$7.44K -146 -2%
HIC
1458
Hartline Investment Corp
Illinois
$317K
HB
1459
Homrich & Berg
Georgia
$316K -$28.3K -555 -9%
DCM
1460
Driehaus Capital Management
Illinois
$315K +$299K +5,874 New
POIA
1461
Pin Oak Investment Advisors
Texas
$313K -$3.72K -73 -1%
BCWM
1462
Blue Chip Wealth Management
Florida
$312K -$459 -9 -0.2%
TW
1463
TrinityPoint Wealth
Connecticut
$311K -$13.3K -261 -4%
PP
1464
Patten & Patten
Tennessee
$310K -$35K -687 -11%
WWM
1465
Western Wealth Management
Colorado
$309K -$103K -2,024 -26%
NFG
1466
Next Financial Group
Texas
$308K -$123K -2,418 -30%
NFH
1467
NEXT Financial Holdings
Texas
$308K +$292K +5,726 New
SIM
1468
SSI Investment Management
California
$307K -$815 -16 -0.3%
PWPS
1469
Pinnacle Wealth Planning Services
Ohio
$305K -$27.1K -532 -9%
GEM
1470
Global Endowment Management
North Carolina
$305K
LDFR
1471
Lehman & Derafelo Financial Resources
Pennsylvania
$305K
HFA
1472
Huber Financial Advisors
Illinois
$305K +$290K +5,687 New
FPCP
1473
Fort Point Capital Partners
California
$304K -$142K -2,786 -33%
TAM
1474
Taurus Asset Management
New York
$303K -$25.5K -500 -8%
ECM
1475
ExodusPoint Capital Management
New York
$302K -$1M -19,681 -78%