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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
EB
1801
Exchange Bank
California
$658K -$8.24K -72 -1%
SMA
1802
Seven Mile Advisory
New Jersey
$658K – – –
EWM
1803
Elevatus Welath Management
New York
$658K +$21.4K +187 +4%
HBW
1804
Hazlett, Burt & Watson
West Virginia
$657K -$2.63K -23 -0.4%
IIA
1805
Integral Investment Advisors
California
$656K +$599K +5,234 New
AC
1806
Allstate Corporation
Illinois
$655K -$18.5K -162 -3%
SPC
1807
Stewart & Patten Company
California
$655K – – –
PO
1808
Private Ocean
California
$654K -$90.8K -793 -13%
BHWM
1809
Bar Harbor Wealth Management
New Hampshire
$649K -$11.4K -100 -2%
BAM
1810
Byrne Asset Management
New Jersey
$648K -$551K -4,814 Closed
OTL
1811
Oak Thistle LLC
New York
$647K +$589K +5,147 New
ZB
1812
Zions Bancorporation
Utah
$646K +$219K +1,917 +59%
PFC
1813
Poplar Forest Capital
California
$645K – – –
BEC
1814
Blue Edge Capital
Virginia
$645K +$2.52K +22 +0.4%
AA
1815
Alesco Advisors
New York
$644K – – –
LP
1816
LGL Partners
Pennsylvania
$642K -$39.3K -343 -6%
WFAG
1817
Worth Financial Advisory Group
North Carolina
$641K +$48K +419 +9%
CFP
1818
Catalyst Financial Partners
Massachusetts
$640K +$27.9K +244 +5%
SSWM
1819
Strait & Sound Wealth Management
California
$639K -$41.9K -366 -7%
RDWM
1820
Red Door Wealth Management
Tennessee
$639K -$156K -1,359 -21%
PCA
1821
Prosperity Capital Advisors
Ohio
$639K +$188K +1,644 +48%
FFA
1822
Founders Financial Alliance
North Carolina
$638K +$12.6K +110 +2%
SJL
1823
Shayne & Jacobs LLC
Tennessee
$637K -$15K -131 -3%
BWA
1824
Burt Wealth Advisors
Maryland
$637K +$219K +1,914 +61%
CIC
1825
Cornercap Investment Counsel
Georgia
$635K -$29.2K -255 -5%