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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1626
Bar Harbor Wealth Management
New Hampshire
$695K -$6.2K -60 -1%
TNA
1627
True North Advisors
Texas
$695K +$15.4K +149 +3%
WE
1628
Wealth Effects
Massachusetts
$693K – – –
OP
1629
ORG Partners
Indiana
$692K +$611K +5,913 New
AWA
1630
Arkadios Wealth Advisors
Georgia
$691K +$26.1K +252 +5%
DC
1631
DeDora Capital
California
$690K -$87.7K -848 -13%
GIP
1632
Greatmark Investment Partners
Georgia
$690K -$31K -300 -5%
LCM
1633
LVM Capital Management
Michigan
$689K – – –
CAM
1634
Claret Asset Management
Quebec, Canada
$687K +$66.6K +644 +13%
DTC
1635
Davidson Trust Company
Washington
$685K – – –
SAG
1636
SageView Advisory Group
California
$682K +$157K +1,518 +36%
ACS
1637
Archford Capital Strategies
Illinois
$682K -$34.9K -338 -6%
Connor, Clark & Lunn Investment Management (CC&L)
1638
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$681K +$43.1K +417 +8%
PO
1639
Private Ocean
California
$678K -$31K -300 -5%
AC
1640
Allstate Corporation
Illinois
$678K – – –
SG
1641
StoneX Group
New York
$676K +$54.7K +529 +10%
EB
1642
Exchange Bank
California
$676K +$587K +5,673 New
WAM
1643
Walker Asset Management
Missouri
$672K +$724 +7 +0.1%
SMA
1644
Sage Mountain Advisors
Georgia
$670K +$50.8K +491 +10%
BCA
1645
Bay Colony Advisors
Massachusetts
$668K -$58.2K -563 -9%
AA
1646
Alesco Advisors
New York
$664K – – –
BAM
1647
Brave Asset Management
New Jersey
$664K – – –
DAM
1648
Delta Asset Management
Tennessee
$663K +$103K +1,000 +22%
MW
1649
MBL Wealth
North Carolina
$663K +$235K +2,277 +69%
SPC
1650
Stewart & Patten Company
California
$662K – – –