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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1751
Financial Management Professionals
Texas
$94K – – –
SWM
1752
Sugarloaf Wealth Management
Georgia
$94K +$57 +1 +0.1%
PFGIA
1753
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$4.66K +82 +6%
TFGT
1754
TS Financial Group (TSFG)
Illinois
$91K -$64.5K -1,136 -43%
PFA
1755
Professional Financial Advisors
Nebraska
$91K +$91.7K +1,614 New
WIM
1756
Westside Investment Management
California
$90.9K +$114 +2 +0%
PFS
1757
Prospera Financial Services
Texas
$90K -$182K -3,209 -68%
TFO
1758
Tarbox Family Office
California
$90K -$6.19K -109 -7%
PR
1759
Payden & Rygel
California
$90K – – –
UOTTAIMCU
1760
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$90K +$85.4K +1,503 New
MS
1761
Mizuho Securities
Japan
$88K +$5.68K +100 +7%
CFFP
1762
Center for Financial Planning
Michigan
$87K – – –
SIAS
1763
Shine Investment Advisory Services
Colorado
$87K +$68.2K +1,200 +469%
TF
1764
TimeScale Financial
Massachusetts
$85K -$43.4K -764 -35%
FPB
1765
First PREMIER Bank
South Dakota
$85K – – –
SQA
1766
Simon Quick Advisors
New Jersey
$85K +$26.9K +474 +50%
HCA
1767
Horan Capital Advisors
Ohio
$84K +$79.7K +1,403 New
LFG
1768
LifePlan Financial Group
Ohio
$82K – – –
JGIA
1769
Jackson Grant Investment Advisers
Connecticut
$82K +$227 +4 +0.3%
AAP
1770
Arax Advisory Partners
Colorado
$80K +$12.3K +216 +19%
DA
1771
Denali Advisors
California
$78K +$73.8K +1,300 New
ACM
1772
AUA Capital Management
Pennsylvania
$75K +$71K +1,250 New
VCM
1773
Vigilant Capital Management
Maine
$73K +$13.1K +231 +23%
BAMG
1774
Brand Asset Management Group
Missouri
$72K – – –
HDIM
1775
Hanson & Doremus Investment Management
Vermont
$70K -$15.5K -272 -19%