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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1651
D'Orazio & Associates
Virginia
$178K – – –
AIC
1652
Archer Investment Corporation
Indiana
$171K – – –
BDWM
1653
Brewin Dolphin Wealth Management
Ireland
$170K – – –
ALAM
1654
Asahi Life Asset Management
Japan
$170K -$719K -13,570 -82%
HFS
1655
Hantz Financial Services
Michigan
$169K +$53 +1 +0%
BWM
1656
Baystate Wealth Management
Massachusetts
$160K +$4.87K +92 +3%
M
1657
Mirova
France
$156K -$2.91K -55 -2%
SCM
1658
Silvant Capital Management
Georgia
$154K – – –
IWP
1659
IAG Wealth Partners
Wisconsin
$153K -$7.73K -146 -5%
NEAM
1660
New England Asset Management
Connecticut
$153K – – –
BAM
1661
Bellevue Asset Management
Washington
$152K – – –
WCG
1662
Weaver Consulting Group
California
$151K +$2.44K +46 +2%
TPWA
1663
TRUE Private Wealth Advisors
Oregon
$147K – – –
TFGT
1664
TS Financial Group (TSFG)
Illinois
$147K +$265 +5 +0.2%
BCP
1665
Blue Chip Partners
Michigan
$146K +$636 +12 +0.5%
PA
1666
Procyon Advisors
Connecticut
$144K -$1.22K -23 -0.9%
WLPWM
1667
Walled Lake Planning & Wealth Management
Illinois
$144K +$371 +7 +0.3%
ME
1668
McIlrath & Eck
Washington
$144K +$11.8K +222 +9%
MLFP
1669
MPS Loria Financial Planners
Illinois
$140K +$135K +2,540 New
WPA
1670
West Paces Advisors
Georgia
$140K -$9.64K -182 -7%
KWM
1671
Keebeck Wealth Management
Illinois
$139K +$134K +2,521 New
JWA
1672
JFS Wealth Advisors
Pennsylvania
$134K – – –
SFG
1673
Sowa Financial Group
Rhode Island
$133K +$53 +1 +0%
IF
1674
Ironwood Financial
Arizona
$132K +$5.93K +112 +5%
RWG
1675
Regal Wealth Group
California
$130K -$53 -1 -0%