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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1651
Autus Asset Management
Arizona
$354K – – –
PCM
1652
Prelude Capital Management
New York
$353K +$358K +4,055 New
FMW
1653
Farr Miller & Washington
District of Columbia
$352K -$88.3K -1,000 -20%
NFG
1654
Next Financial Group
Texas
$352K -$5.83K -66 -2%
CW
1655
CreativeOne Wealth
Kansas
$352K +$38.8K +439 +12%
VIM
1656
Vista Investment Management
Pennsylvania
$351K -$54.5K -617 -13%
HNW
1657
High Note Wealth
Minnesota
$351K -$353 -4 -0.1%
SDWIA
1658
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K -$9.89K -112 -3%
CCA
1659
Column Capital Advisors
Indiana
$350K -$7.42K -84 -2%
BDWM
1660
Brewin Dolphin Wealth Management
Ireland
$350K – – –
GRQ
1661
Gardner Russo & Quinn
Pennsylvania
$349K – – –
HWMG
1662
Hurlow Wealth Management Group
Indiana
$349K – – –
JCM
1663
Jag Capital Management
Missouri
$349K – – –
SCG
1664
Sonata Capital Group
Washington
$349K – – –
HA
1665
Herold Advisors
New York
$349K +$354K +4,012 New
TFA
1666
Tranquilli Financial Advisor
New Jersey
$347K -$7.77K -88 -2%
KFS
1667
Kurt F. Somerville
$346K -$88.3K -1,000 -20%
EFG
1668
Everhart Financial Group
Ohio
$344K -$24.2K -274 -6%
DWM
1669
Defined Wealth Management
Oregon
$342K – – –
DIA
1670
Dana Investment Advisors
Wisconsin
$342K +$21.5K +243 +7%
EWM
1671
Evermay Wealth Management
Virginia
$341K -$48.8K -553 -12%
GWAG
1672
Garrett Wealth Advisory Group
Texas
$341K +$177 +2 +0.1%
RFG
1673
Range Financial Group
Oregon
$341K +$1.85K +21 +0.5%
MA
1674
MCF Advisors
Kentucky
$341K +$31.2K +353 +10%
FP
1675
Financial Perspectives
Minnesota
$339K – – –