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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1851
Howe & Rusling
New York
$502K +$60K +550 +13%
TWM
1852
Tradition Wealth Management
Minnesota
$502K -$26.6K -244 -5%
AC
1853
Apella Capital
Connecticut
$501K -$982 -9 -0.2%
JF
1854
Jump Financial
Illinois
$500K +$32.1K +294 +7%
VAM
1855
Verity Asset Management
North Carolina
$498K +$7.64K +70 +2%
BMM
1856
Buffington Mohr McNeal
Idaho
$497K – – –
WDA
1857
Wendell David Associates
New Hampshire
$496K – – –
EBA
1858
Eagle Bay Advisors
New York
$494K -$107K -981 -17%
WFAG
1859
Worth Financial Advisory Group
North Carolina
$494K +$44.2K +405 +9%
CCM
1860
Cinctive Capital Management
New York
$493K -$630K -5,771 -55%
ACA
1861
Anchor Capital Advisors
Massachusetts
$493K +$131K +1,200 +35%
REMPR
1862
Roof Eidam Maycock Peralta (REMP)
California
$492K – – –
SIM
1863
Stratos Investment Management
Ohio
$492K -$37.9K -347 -7%
TA
1864
TFB Advisors
Kansas
$491K -$63.7K -584 -11%
CW
1865
Channel Wealth
California
$491K +$508K +4,654 New
CAM
1866
Campion Asset Management
Virginia
$490K – – –
TFA
1867
Transamerica Financial Advisors
Florida
$490K -$127K -1,167 -20%
CCFCSB
1868
Cape Cod Five Cents Savings Bank
Massachusetts
$487K -$779K -7,134 -61%
OAM
1869
Occidental Asset Management
California
$487K +$546 +5 +0.1%
CPRC
1870
Consolidated Portfolio Review Corp
New York
$486K -$25K -229 -5%
DA
1871
Drake & Associates
Wisconsin
$485K +$181K +1,661 +56%
BWG
1872
Beta Wealth Group
California
$485K +$218 +2 +0%
JEST
1873
JTC Employer Solutions Trustee
Jersey
$485K – – –
APS
1874
American Planning Services
Florida
$485K – – –
OIM
1875
Orca Investment Management
Oregon
$485K – – –