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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RCS
1651
Retirement Capital Strategies
California
$290K – – –
HFA
1652
High Falls Advisors
New York
$290K +$73 +1 +0%
TWM
1653
Thrive Wealth Management
Pennsylvania
$290K +$9.08K +124 +3%
AF
1654
Apexium Financial
Texas
$290K +$75.6K +1,033 +28%
SAM
1655
Sompo Asset Management
Japan
$290K +$135K +1,840 +63%
CIA
1656
Capital Impact Advisors
Massachusetts
$289K -$208K -2,839 -37%
PT
1657
Plimoth Trust
Massachusetts
$289K -$11.4K -156 -3%
KCM
1658
KRS Capital Management
Michigan
$289K +$69.7K +952 +25%
SA
1659
Strategic Advisors
New York
$288K -$38.9K -531 -10%
MC
1660
Machina Capital
France
$287K +$344K +4,693 New
FHC
1661
First Heartland Consultants
Missouri
$286K -$23.8K -325 -6%
GP
1662
Girard Partners
Pennsylvania
$285K -$34.5K -471 -9%
BI
1663
Ballast Inc
Kentucky
$285K -$22K -300 -6%
CA
1664
CGN Advisors
Kansas
$284K +$80.5K +1,100 +31%
AFM
1665
Andesa Financial Management
Pennsylvania
$283K +$19.8K +271 +6%
IAIM
1666
International Assets Investment Management
Florida
$283K +$339K +4,631 New
OAM
1667
Occidental Asset Management
California
$282K – – –
KWM
1668
Kaydan Wealth Management
Michigan
$282K -$3.15K -43 -0.9%
AWM
1669
Aberdeen Wealth Management
Illinois
$281K – – –
ABLA
1670
Alan B. Lancz & Associates
Ohio
$281K – – –
MPWT
1671
MassMutual Private Wealth & Trust
Connecticut
$280K -$92.8K -1,267 -22%
CLOS
1672
Compagnie Lombard Odier SCmA
Switzerland
$280K – – –
OTL
1673
Oak Thistle LLC
New York
$280K +$335K +4,579 New
OIM
1674
Orca Investment Management
Oregon
$279K -$9.15K -125 -3%
HIMC
1675
Heritage Investors Management Corp
Maryland
$278K -$346K -4,730 -51%