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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MMM
1701
Mendel Money Management
Illinois
$309K – – –
SFP
1702
Shepherd Financial Partners
Massachusetts
$309K +$36.9K +504 +13%
MMA
1703
Miracle Mile Advisors
California
$308K -$26.6K -364 -8%
DW
1704
Domani Wealth
Pennsylvania
$308K – – –
ECM
1705
Estabrook Capital Management
New York
$308K +$43.9K +600 +16%
CBN
1706
Cadence Bank NA
Texas
$307K -$26.9K -368 -8%
AC
1707
Apella Capital
Connecticut
$307K – – –
WAG
1708
Winthrop Advisory Group
Massachusetts
$307K +$366 +5 +0.1%
SPC
1709
Stewart & Patten Company
California
$305K +$7.83K +107 +3%
SGA
1710
Seaport Global Advisors
Massachusetts
$304K -$87.3K -1,192 -22%
AFM
1711
Andesa Financial Management
Pennsylvania
$304K -$6.74K -92 -2%
BEC
1712
Blue Edge Capital
Virginia
$303K – – –
PA
1713
Probity Advisors
Texas
$302K -$15.4K -211 -5%
WWM
1714
Windsor Wealth Management
Indiana
$302K -$3.37K -46 -1%
SHA
1715
Seneca House Advisors
Virginia
$302K – – –
VIM
1716
Vista Investment Management
Pennsylvania
$302K +$40.3K +551 +15%
SW
1717
SlateStone Wealth
Florida
$302K +$41.7K +570 +15%
WPW
1718
Warther Private Wealth
Ohio
$301K -$368K -5,025 -54%
AWA
1719
Arete Wealth Advisors
Illinois
$300K -$262K -3,585 -46%
WTA
1720
Washington Trust Advisors
Massachusetts
$300K -$54.4K -743 -15%
WCAMG
1721
Woodard & Company Asset Management Group
North Carolina
$300K -$36.6K -500 -10%
RTL
1722
Red Tortoise LLC
Georgia
$299K -$25.6K -350 -8%
RB
1723
Renasant Bank
Mississippi
$298K -$563K -7,697 -64%
Flossbach Von Storch
1724
Flossbach Von Storch
Germany
$297K – – –
RIS
1725
Retirement Income Solutions
Michigan
$296K -$1.24K -17 -0.4%