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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
1901
San Francisco Sentry Investment Group
California
$113K – – –
1IA
1902
1834 Investment Advisors
Wisconsin
$112K – – –
JPLA
1903
Joseph P. Lucia & Associates
New York
$112K – – –
SWM
1904
Sugarloaf Wealth Management
Georgia
$110K +$65 +1 +0.1%
BAMG
1905
Brand Asset Management Group
Missouri
$109K +$22.7K +350 +29%
MRCM
1906
M&R Capital Management
New Jersey
$108K -$18K -278 -15%
WIM
1907
Westside Investment Management
California
$107K +$25.6K +396 +2%
TAIM
1908
TD Ameritrade Investment Management
Nebraska
$106K – – –
PCM
1909
Pinz Capital Management
New York
$105K +$97.1K +1,500 New
NOI
1910
Newton One Investments
Delaware
$104K +$388 +6 +0.4%
MS
1911
Mizuho Securities
Japan
$103K -$2.52K -39 -3%
TFO
1912
Tarbox Family Office
California
$103K – – –
BEI
1913
Benjamin Edwards Inc
Missouri
$100K +$92.4K +1,427 New
FPB
1914
First PREMIER Bank
South Dakota
$99K – – –
SN
1915
Sittner & Nelson
Oregon
$97K – – –
TC
1916
Tacita Capital
Ontario, Canada
$96K – – –
FA
1917
Fortis Advisors
Pennsylvania
$96K +$81.8K +1,264 +1,204%
CSPIA
1918
Cary Street Partners Investment Advisory
Virginia
$95K -$375K -5,795 -81%
TFGT
1919
TS Financial Group (TSFG)
Illinois
$95K -$9.71K -150 -10%
CFFP
1920
Center for Financial Planning
Michigan
$95K -$6.47K -100 -7%
WWMSC
1921
Wagner Wealth Management (South Carolina)
South Carolina
$94K +$86.8K +1,340 New
SWP
1922
ShoreHaven Wealth Partners
New Jersey
$93K +$129 +2 +0.2%
HDIM
1923
Hanson & Doremus Investment Management
Vermont
$93K +$9.39K +145 +12%
VCM
1924
Vigilant Capital Management
Maine
$90K – – –
SSC
1925
Syverson Strege & Co
Iowa
$90K +$324 +5 +0.4%