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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1801
Pacific Center for Financial Services
California
$80K – – –
TFS
1802
TrustCore Financial Services
Tennessee
$79K -$4.18K -76 -5%
PR
1803
Payden & Rygel
California
$79K – – –
TC
1804
Trust Company
Kansas
$79K – – –
HWM
1805
Howard Wealth Management
Connecticut
$79K +$82.3K +1,495 New
HCA
1806
Horan Capital Advisors
Ohio
$78K – – –
CIM
1807
Contravisory Investment Management
Massachusetts
$77K +$8.37K +152 +12%
CFFP
1808
Center for Financial Planning
Michigan
$77K +$80.1K +1,455 New
EWM
1809
EPG Wealth Management
Georgia
$73K +$76K +1,381 New
IIA
1810
ICW Investment Advisors
Arizona
$73K +$76.2K +1,385 New
BAMG
1811
Brand Asset Management Group
Missouri
$72K – – –
KC
1812
Knuff & Co
California
$69K – – –
TFO
1813
Tarbox Family Office
California
$68K -$2.97K -54 -4%
ACM
1814
AUA Capital Management
Pennsylvania
$66K – – –
LFA
1815
Lighthouse Financial Advisors
Maryland
$65K +$67.7K +1,229 New
FPB
1816
First PREMIER Bank
South Dakota
$63K – – –
EARNEST Partners
1817
EARNEST Partners
Georgia
$61K – – –
SQA
1818
Simon Quick Advisors
New Jersey
$61K +$23.4K +425 +59%
FMP
1819
Financial Management Professionals
Texas
$60K -$5.5K -100 -8%
BC
1820
Barnett & Company
Tennessee
$60K +$60.7K +1,103 +2,981%
JIR
1821
James Investment Research
Ohio
$59K – – –
SL
1822
Savior LLC
Massachusetts
$58K +$59.8K +1,087 New
APWM
1823
Atlas Private Wealth Management
New York
$58K +$60.6K +1,100 New
FGAM
1824
Financial Gravity Asset Management
Texas
$57K -$35.9K -652 -44%
HDIM
1825
Hanson & Doremus Investment Management
Vermont
$57K – – –