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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1701
CoreFirst Bank & Trust
Kansas
$365K – – –
HIMC
1702
Heritage Investors Management Corp
Maryland
$365K -$6.16K -81 -2%
CRI
1703
Colonial River Investments
Virginia
$365K -$24.1K -317 -7%
GFP
1704
Gryphon Financial Partners
Ohio
$364K +$380 +5 +0.1%
AF
1705
Affiance Financial
Minnesota
$363K – – –
DW
1706
Domani Wealth
Pennsylvania
$363K +$2.36K +31 +0.7%
KCM
1707
Kornitzer Capital Management
Kansas
$363K – – –
PT
1708
Plimoth Trust
Massachusetts
$362K -$22.8K -300 -6%
ERWM
1709
Elk River Wealth Management
Colorado
$362K – – –
MMM
1710
Mendel Money Management
Illinois
$362K – – –
BI
1711
Ballast Inc
Kentucky
$361K -$18.9K -249 -5%
AWA
1712
Aletheian Wealth Advisors
Washington
$361K +$336K +4,422 New
HFG
1713
Heron Financial Group
New York
$361K +$16.3K +215 +5%
MCA
1714
Magnolia Capital Advisors
Mississippi
$361K – – –
MGAM
1715
McGowan Group Asset Management
Texas
$360K +$76.1K +1,002 +29%
ERIM
1716
Eagle Ridge Investment Management
Connecticut
$360K – – –
ACM
1717
Absolute Capital Management
Pennsylvania
$360K +$334K +4,400 New
HWA
1718
Heartwood Wealth Advisors
Virginia
$359K -$5.93K -78 -2%
VWA
1719
Visionary Wealth Advisors
Illinois
$359K +$61.4K +808 +23%
HB
1720
Horizon Bancorp
Indiana
$359K +$333K +4,387 New
MC
1721
Middleton & Co
Massachusetts
$358K -$3.8K -50 -1%
CPA
1722
Cardiff Park Advisors
California
$358K -$63.9K -841 -16%
WAG
1723
Winthrop Advisory Group
Massachusetts
$358K -$2.05K -27 -0.6%
ECM
1724
Estabrook Capital Management
New York
$357K -$1.75K -23 -0.5%
DWM
1725
Destination Wealth Management
California
$357K -$8.28K -109 -2%