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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
GM
1501
GeoWealth Management
Illinois
$1.52M -$1.05M -6,428 -37%
PWM
1502
PBMares Wealth Management
Virginia
$1.52M -$253K -1,553 -13%
CCA
1503
Cobblestone Capital Advisors
New York
$1.52M -$13.8K -85 -0.8%
PP
1504
Patten & Patten
Tennessee
$1.52M +$183K +1,122 +12%
KCM
1505
KRS Capital Management
Michigan
$1.52M -$10.7K -66 -0.6%
EFMC
1506
Empire Financial Management Company
New York
$1.52M +$690K +4,241 +64%
OWP
1507
Obermeyer Wealth Partners
Colorado
$1.51M -$25.1M -154,218 -93%
GA
1508
Guerra Advisors
Florida
$1.51M +$364K +2,237 +26%
RAM
1509
Redmond Asset Management
Virginia
$1.51M
CI
1510
Conning Inc
Connecticut
$1.51M -$57.1K -351 -3%
NHC
1511
Nicholas Hoffman & Company
Georgia
$1.5M +$18.2K +112 +1%
PFT
1512
Providence First Trust
Arizona
$1.5M -$14.5K -89 -0.8%
PAM
1513
Paradigm Asset Management
New York
$1.5M
CFG
1514
Cooper Financial Group
California
$1.5M -$324K -1,988 -16%
MAWA
1515
Moss Adams Wealth Advisors
Washington
$1.5M +$93.1K +572 +6%
AI
1516
Accredited Investors
Minnesota
$1.5M -$20.2K -124 -1%
WIM
1517
WealthPlan Investment Management
Nebraska
$1.5M +$727K +4,464 +72%
SW
1518
SteelPeak Wealth
California
$1.49M -$976K -5,995 -36%
AF
1519
Apexium Financial
Texas
$1.49M +$135K +832 +8%
HCCM
1520
Hudson Canyon Capital Management
New York
$1.49M +$1.73M +10,650 New
PL
1521
Plancorp LLC
Missouri
$1.48M +$285K +1,751 +20%
IUHSA
1522
Itau Unibanco Holding S.A.
Brazil
$1.48M -$715K -4,394 -29%
PCOTEOTHU
1523
Provident Company of the Employees of the Hebrew University
Israel
$1.48M +$1.73M +10,600 New
CBT
1524
Crews Bank & Trust
Florida
$1.48M -$36.6K -225 -2%
BMC
1525
Benin Management Corp
Connecticut
$1.48M +$39.6K +243 +2%