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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1476
Titus Wealth Management
California
$482K -$15.7K -200 -3%
JWM
1477
JGP Wealth Management
Oregon
$481K +$4.7K +60 +1%
GD
1478
Grandfield & Dodd
New York
$480K – – –
PWA
1479
Phoenix Wealth Advisors
North Carolina
$480K +$30.4K +388 +7%
SAM
1480
SignalPoint Asset Management
Missouri
$479K -$33.7K -430 -7%
HCM
1481
Hollencrest Capital Management
California
$478K -$121K -1,540 -20%
FCB
1482
First Command Bank
Texas
$477K -$80.6K -1,030 -14%
FCFS
1483
First Command Financial Services
Texas
$477K -$80.6K -1,030 -14%
PAS
1484
Professional Advisory Services
Florida
$477K – – –
S
1485
Surevest
California
$475K – – –
SIC
1486
Sigma Investment Counselors
Michigan
$472K – – –
BWP
1487
BSW Wealth Partners
Colorado
$471K +$57.3K +732 +14%
SIA
1488
Soltis Investment Advisors
Utah
$470K -$273K -3,486 -37%
NP
1489
NorthRock Partners
Minnesota
$469K -$18.2K -233 -4%
AFM
1490
Abbot Financial Management
Massachusetts
$468K – – –
BC
1491
Burleson & Co
California
$466K +$705 +9 +0.2%
NICM
1492
Neo Ivy Capital Management
New York
$466K +$386K +4,927 +466%
SG
1493
Stonnington Group
California
$465K +$31.3K +400 +8%
DW
1494
Domani Wealth
Pennsylvania
$462K -$16K -204 -3%
PO
1495
Private Ocean
California
$460K -$157K -2,000 -25%
FWM
1496
Focused Wealth Management
New York
$459K +$235 +3 +0.1%
Verition Fund Management
1497
Verition Fund Management
Connecticut
$459K +$461K +5,891 New
ACM
1498
Advisors Capital Management
New Jersey
$458K +$39.2K +501 +9%
FIA
1499
Foundations Investment Advisors
Arizona
$457K +$16.8K +214 +4%
JCM
1500
Jacobi Capital Management
Pennsylvania
$453K -$13.5K -173 -3%