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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1726
Clean Yield Group
Vermont
$46K -$44.3K -859 -47%
SL
1727
Savior LLC
Massachusetts
$43K -$10.5K -203 -19%
CFN
1728
Cordasco Financial Network
Florida
$43K – – –
TC
1729
Truvestments Capital
Florida
$42K -$214K -4,155 -82%
CWAF
1730
Core Wealth Advisors (Florida)
Florida
$42K +$6.5K +126 +17%
JIR
1731
James Investment Research
Ohio
$41K -$13.5K -262 -23%
MCM
1732
MV Capital Management
Maryland
$41K -$1.6K -31 -4%
SQA
1733
Simon Quick Advisors
New Jersey
$39K -$17.4K -337 -29%
TI
1734
Truehand Inc
New Hampshire
$39K – – –
EI
1735
Ellevest Inc
New York
$39K +$11.4K +221 +38%
MWM
1736
MBE Wealth Management
Wisconsin
$39K +$42K +813 New
FFW
1737
Fusion Family Wealth
New York
$34K – – –
GCM
1738
Gables Capital Management
Florida
$34K +$5.57K +108 +18%
LWCFA
1739
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$149K -2,890 -82%
BL
1740
Balentine LLC
Georgia
$31K -$97.4K -1,887 -74%
CH
1741
Canton Hathaway
Rhode Island
$29K -$20.6K -400 -40%
ARMC
1742
American Research & Management Company
Massachusetts
$29K – – –
MWC
1743
MBM Wealth Consultants
Missouri
$29K – – –
IRC
1744
Investors Research Corp
Georgia
$27K – – –
FNBOSM
1745
First National Bank of South Miami
Florida
$24K – – –
MCA
1746
Mercer Capital Advisers
New Jersey
$24K – – –
ICM
1747
Islay Capital Management
Texas
$24K +$12.9K +250 +100%
GWMIA
1748
Global Wealth Management Investment Advisory
Florida
$22K +$8.26K +160 +53%
LB
1749
Legacy Bridge
Iowa
$21K -$785K -15,216 -97%
CIAS
1750
CBIZ Investment Advisory Services
Ohio
$21K – – –