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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1801
McKinley Carter Wealth Services
West Virginia
$966K +$86.6K +532 +8%
SFI
1802
SPC Financial Inc
Maryland
$965K +$2.44K +15 +0.2%
DCM
1803
DGS Capital Management
New Jersey
$965K +$39.2K +241 +4%
EI
1804
Ellevest Inc
New York
$964K +$59.4K +365 +6%
1IA
1805
1834 Investment Advisors
Wisconsin
$963K -$177K -1,085 -14%
FAIM
1806
Financial Advocates Investment Management
Washington
$963K +$16K +98 +1%
TIP
1807
Tandem Investment Partners
New Jersey
$960K -$15.5K -95 -1%
PGCM
1808
Prescott Group Capital Management
Oklahoma
$959K
AGP
1809
Autumn Glory Partners
Texas
$959K -$146K -899 -4%
PWP
1810
Phillips Wealth Planners
Mississippi
$958K +$47.5K +292 +4%
PPWP
1811
Premier Path Wealth Partners
New Jersey
$957K -$27.7K -170 -2%
MWM
1812
Mindset Wealth Management
Indiana
$957K +$104K +639 +10%
PFWA
1813
Paces Ferry Wealth Advisors
Georgia
$956K -$21.7K -133 -2%
CP
1814
Castleview Partners
Texas
$956K +$177K +1,090 +19%
GIM
1815
Goelzer Investment Management
Indiana
$955K -$1.3K -8 -0.1%
TF
1816
Tudor Financial
Ohio
$955K -$141K -865 -11%
FCAS
1817
First Command Advisory Services
Texas
$954K -$1.3K -8 -0.1%
BST
1818
Bath Savings Trust
Maine
$954K +$10.4K +64 +0.9%
RWP
1819
Ridgecrest Wealth Partners
California
$953K +$163K +1,000 +17%
CFP
1820
Catalyst Financial Partners
Massachusetts
$951K +$29.3K +180 +3%
FC
1821
Farringdon Capital
United Kingdom
$950K +$1.11M +6,795 New
SAM
1822
Sompo Asset Management
Japan
$948K +$127K +780 +13%
PCG
1823
Prosperity Consulting Group
Maryland
$948K -$82.5K -507 -7%
DWM
1824
Drive Wealth Management
Utah
$947K -$30K -184 -3%
KA
1825
KDT Advisors
New York
$947K