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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1476
Plante Moran Financial Advisors
Michigan
$423K -$48.8K -754 -11%
AFM
1477
Abbot Financial Management
Massachusetts
$422K -$129K -2,000 -25%
THWM
1478
Taylor Hoffman Wealth Management
Virginia
$422K +$194 +3 +0%
JCM
1479
Jacobi Capital Management
Pennsylvania
$421K +$29.5K +455 +8%
BC
1480
Burleson & Co
California
$420K +$518 +8 +0.1%
KFS
1481
Kurt F. Somerville
$418K -$2.78K -43 -0.7%
FNB
1482
Farmers National Bank
Kentucky
$418K -$30.6K -472 -7%
CWS
1483
Cypress Wealth Services
California
$415K -$48.9K -755 -11%
FPCP
1484
Fort Point Capital Partners
California
$413K +$3.88K +60 +1%
FWM
1485
Focused Wealth Management
New York
$413K +$5.05K +78 +1%
RT
1486
Rockland Trust
Massachusetts
$412K +$2.33K +36 +0.6%
KFI
1487
Key Financial Inc
Pennsylvania
$409K -$8.35K -129 -2%
LDFR
1488
Lehman & Derafelo Financial Resources
Pennsylvania
$409K +$51.8K +800 +16%
DAS
1489
Dynamic Advisor Solutions
Arizona
$406K -$40.1K -619 -10%
ATC
1490
Adirondack Trust Company
New York
$405K +$95.2K +1,470 +34%
FFA
1491
Founders Financial Alliance
North Carolina
$404K -$9.91K -153 -3%
LCM
1492
LVM Capital Management
Michigan
$401K -$45.3K -700 -11%
AP
1493
Appleton Partners
Massachusetts
$401K +$145K +2,236 +64%
CFA
1494
CWS Financial Advisors
Michigan
$399K
WP
1495
WealthShield Partners
North Carolina
$398K -$504K -7,786 -58%
FC
1496
Forte Capital
New York
$398K -$101K -1,564 -22%
BCM
1497
Brookstone Capital Management
Illinois
$397K +$2.65K +41 +0.7%
BO
1498
Bank OZK
Arkansas
$396K -$2.59K -40 -0.7%
QSS
1499
Quantitative Systematic Strategies
Florida
$396K +$365K +5,637 New
BI
1500
Blooom Inc
Kansas
$395K +$1.62K +25 +4%