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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1526
Cypress Wealth Services
California
$428K -$32.3K -413 -7%
BEAM
1527
Baker Ellis Asset Management
Washington
$428K -$7.83K -100 -2%
DA
1528
Denali Advisors
California
$428K +$297K +3,800 +224%
BFIM
1529
Beese Fulmer Investment Management
Ohio
$427K – – –
BA
1530
Bridge Advisory
California
$426K – – –
RWMH
1531
Riverpoint Wealth Management Holdings
Illinois
$426K +$1.72K +22 +0.4%
M
1532
MOTCO
Texas
$426K +$16.5K +211 +4%
LDFR
1533
Lehman & Derafelo Financial Resources
Pennsylvania
$425K -$29K -370 -6%
EWM
1534
Executive Wealth Management
Michigan
$425K +$28.6K +365 +7%
BOPW
1535
Brandywine Oak Private Wealth
Pennsylvania
$425K +$70.4K +899 +20%
AF
1536
Affiance Financial
Minnesota
$424K – – –
RT
1537
Rockland Trust
Massachusetts
$423K -$33.4K -427 -7%
VCAM
1538
Van Cleef Asset Management
Ohio
$423K -$1.96K -25 -0.5%
FFA
1539
Founders Financial Alliance
North Carolina
$421K +$548 +7 +0.1%
CAM
1540
Campion Asset Management
Virginia
$420K -$157K -2,000 -27%
FPGK
1541
Financial Partners Group (Kansas)
Kansas
$420K +$422K +5,390 New
BIAS
1542
Beacon Investment Advisory Services
New Jersey
$419K -$4.85K -62 -1%
RWP
1543
RWA Wealth Partners
Massachusetts
$417K +$16.8K +214 +4%
IF
1544
Ironwood Financial
Arizona
$415K +$66.7K +852 +19%
SIM
1545
SSI Investment Management
California
$413K -$1.88K -24 -0.4%
PCM
1546
Pointe Capital Management
Michigan
$413K – – –
SA
1547
Strategic Advisors
New York
$412K +$4.93K +63 +1%
MF
1548
Montis Financial
Massachusetts
$410K – – –
OSNBOA
1549
Old Second National Bank of Aurora
Illinois
$409K – – –
PFA
1550
Plotkin Financial Advisors
Maryland
$408K +$38.4K +490 +10%