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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1676
Ballast Advisors
Minnesota
$256K
FFG
1677
Frisch Financial Group
New York
$256K +$952 +16 +0.4%
CWM
1678
Calamos Wealth Management
Illinois
$256K +$29.6K +497 +14%
SAF
1679
Smith Anglin Financial
Texas
$256K +$235K +3,953 New
GFPC
1680
Global Financial Private Client
Florida
$255K -$7.2K -121 -3%
OA
1681
Oxbow Advisors
Texas
$255K -$59.5K -1,000 -20%
WAM
1682
Wakefield Asset Management
Colorado
$255K +$1.01K +17 +0.4%
SAM
1683
Synergy Asset Management
Washington
$255K +$235K +3,943 New
DWM
1684
Defined Wealth Management
Oregon
$254K +$234K +3,923 New
COI
1685
Connable Office Inc
Michigan
$254K +$234K +3,927 New
HNW
1686
High Note Wealth
Minnesota
$254K +$234K +3,936 New
SAM
1687
Shone Asset Management
California
$253K
GWAG
1688
Garrett Wealth Advisory Group
Texas
$253K +$119 +2 +0.1%
TI
1689
Trexquant Investment
Connecticut
$253K +$232K +3,904 New
CCA
1690
Column Capital Advisors
Indiana
$252K -$12.9K -216 -5%
W
1691
WealthStone
Ohio
$252K +$232K +3,892 New
FP
1692
Financial Perspectives
Minnesota
$251K
HIC
1693
Hartline Investment Corp
Illinois
$251K
BCA
1694
Berman Capital Advisors
Georgia
$250K +$7.92K +133 +4%
PB
1695
Pinnacle Bancorp
Nebraska
$249K -$8.21K -138 -3%
SG
1696
StoneX Group
New York
$248K +$6.61K +111 +3%
SWA
1697
Sax Wealth Advisors
New Jersey
$248K +$228K +3,830 New
SW
1698
SlateStone Wealth
Florida
$246K -$49K -823 -18%
Members Trust
1699
Members Trust
Florida
$246K +$226K +3,798 New
EA
1700
Eclectic Associates
California
$246K +$226K +3,800 New