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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1526
Sigma Investment Counselors
Michigan
$421K -$2.93K -40 -0.7%
CFA
1527
CWS Financial Advisors
Michigan
$421K +$1.98K +27 +0.5%
ML
1528
McAdam LLC
Pennsylvania
$420K +$19.9K +272 +5%
IFA
1529
Index Fund Advisors
California
$419K +$248K +3,393 +130%
MCM
1530
Monument Capital Management
Virginia
$416K +$436K +5,960 New
FC
1531
Forte Capital
New York
$415K -$43.1K -589 -9%
BOTW
1532
Bank of the West
California
$413K – – –
SICM
1533
Sustainable Insight Capital Management
New York
$412K +$7.32K +100 +2%
SSG
1534
Summit Securities Group
New York
$412K +$186K +2,544 +76%
GSB
1535
Greenfield Savings Bank
Massachusetts
$412K +$432K +5,898 New
SFG
1536
SNS Financial Group
Minnesota
$411K +$4.61K +63 +1%
FCB
1537
First Command Bank
Texas
$410K – – –
FCFS
1538
First Command Financial Services
Texas
$410K – – –
TFA
1539
Transamerica Financial Advisors
Florida
$410K +$429K +5,855 New
MPWT
1540
MassMutual Private Wealth & Trust
Connecticut
$409K -$203K -2,772 -32%
NC
1541
NinePointTwo Capital
California
$409K +$3.81K +52 +0.9%
ZB
1542
Zions Bancorporation
Utah
$408K -$74.4K -1,016 -15%
EWM
1543
Evermay Wealth Management
Virginia
$407K -$5.71K -78 -1%
AFM
1544
Abbot Financial Management
Massachusetts
$403K – – –
SFG
1545
StrategIQ Financial Group
Indiana
$401K – – –
PWA
1546
Phoenix Wealth Advisors
North Carolina
$401K +$28K +383 +7%
WPC
1547
Wedmont Private Capital
Pennsylvania
$400K -$26K -355 -6%
CWS
1548
Cypress Wealth Services
California
$400K +$6.74K +92 +2%
CIAS
1549
Capital Investment Advisory Services
North Carolina
$400K +$65.2K +890 +18%
HH
1550
Hilltop Holdings
Texas
$399K -$22K -300 -5%