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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1701
TD Ameritrade Investment Management
Nebraska
$91K +$7.42K +140 +9%
FMB
1702
Field & Main Bank
Kentucky
$91K +$87.4K +1,650 New
POIA
1703
Pin Oak Investment Advisors
Texas
$90K -$14.6K -275 -14%
KPCM
1704
Kings Point Capital Management
New York
$89K -$20.4K -385 -19%
PCFFS
1705
Pacific Center for Financial Services
California
$89K +$5.3K +100 +7%
TFO
1706
Tarbox Family Office
California
$89K +$10.3K +195 +14%
CM
1707
Capula Management
Cayman Islands
$89K +$85K +1,604 New
1IA
1708
1834 Investment Advisors
Wisconsin
$88K – – –
AWA
1709
Arkadios Wealth Advisors
Georgia
$87.2K -$9.43K -178 -10%
SWM
1710
Sugarloaf Wealth Management
Georgia
$87K +$53 +1 +0.1%
FMP
1711
Financial Management Professionals
Texas
$87K +$23.5K +443 +39%
WIM
1712
Westside Investment Management
California
$84.1K -$79.9K -1,509 -6%
PR
1713
Payden & Rygel
California
$83K – – –
RDWM
1714
Red Door Wealth Management
Tennessee
$82K – – –
PFGIA
1715
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$7.68K +145 +11%
CFFP
1716
Center for Financial Planning
Michigan
$80K – – –
HDIM
1717
Hanson & Doremus Investment Management
Vermont
$80K +$19.5K +369 +34%
FPB
1718
First PREMIER Bank
South Dakota
$78K – – –
LFG
1719
LifePlan Financial Group
Ohio
$76K – – –
JGIA
1720
Jackson Grant Investment Advisers
Connecticut
$75K +$212 +4 +0.3%
EWP
1721
Engrave Wealth Partners
Texas
$74K – – –
BL
1722
Balentine LLC
Georgia
$69K +$32.3K +609 +94%
PCIA
1723
Prime Capital Investment Advisors
Kansas
$68K -$25.4K -479 -28%
BAMG
1724
Brand Asset Management Group
Missouri
$66K – – –
MS
1725
Mizuho Securities
Japan
$66K – – –