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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1726
Retirement Income Solutions
Michigan
$260K – – –
T
1727
TCWP
Ohio
$260K +$3.66K +50 +1%
CAGAS
1728
Capital Advisory Group Advisory Services
Minnesota
$259K -$1.61K -22 -0.5%
CCFCSB
1729
Cape Cod Five Cents Savings Bank
Massachusetts
$258K – – –
WWM
1730
Windsor Wealth Management
Indiana
$257K -$11.5K -157 -4%
WIA
1731
World Investment Advisors
California
$257K -$3.44K -47 -1%
BWM
1732
Birchcreek Wealth Management
Ohio
$257K – – –
BFS
1733
Bickling Financial Services
Massachusetts
$257K +$1.17K +16 +0.4%
OWA
1734
Octavia Wealth Advisors
Ohio
$256K -$3.22K -44 -1%
AA
1735
Alta Advisers
United Kingdom
$256K +$307K +4,200 New
PA
1736
Parkside Advisors
California
$254K -$879 -12 -0.3%
AL
1737
ADE LLC
Maryland
$254K – – –
DWM
1738
Drive Wealth Management
Utah
$254K +$49.9K +682 +20%
CPIA
1739
Cornell Pochily Investment Advisors
New York
$253K – – –
GJCM
1740
Grand Jean Capital Management
California
$253K – – –
PHAM
1741
Palisades Hudson Asset Management
Florida
$252K -$1.1K -15 -0.4%
TWM
1742
Tradition Wealth Management
Minnesota
$252K +$1.17K +16 +0.4%
S
1743
SimplyRich
California
$251K – – –
CCA
1744
Column Capital Advisors
Indiana
$251K +$73 +1 +0%
KWM
1745
Kolinsky Wealth Management
New Jersey
$251K +$18.2K +248 +6%
GKWIM
1746
Gerber Kawasaki Wealth & Investment Management
California
$250K +$17.2K +235 +6%
GTCM
1747
Gyon Technologies Capital Management
New Jersey
$249K -$3.06M -41,740 -91%
HFG
1748
Heron Financial Group
New York
$249K – – –
WI
1749
Wedgewood Investors
Pennsylvania
$249K +$73 +1 +0%
DWM
1750
Doyle Wealth Management
Florida
$248K +$1.02K +14 +0.3%