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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1901
Wendell David Associates
New Hampshire
$441K – – –
SFG
1902
Summit Financial Group
West Virginia
$441K -$5.17K -50 -1%
EGA
1903
E&G Advisors
Texas
$441K – – –
MCM
1904
Marathon Capital Management
Maryland
$441K – – –
SIM
1905
SSI Investment Management
California
$440K -$65.4K -633 -15%
PA
1906
Parkside Advisors
California
$440K -$48.1K -465 -11%
TCMP
1907
Thrive Capital Management (Pennsylvania)
Pennsylvania
$439K +$107K +1,034 +39%
IDBONY
1908
Israel Discount Bank of New York
New York
$438K -$102K -984 -21%
FI
1909
Financial Insights
Washington
$438K +$5.27K +51 +1%
VCM
1910
Versant Capital Management
Arizona
$437K +$414 +4 +0.1%
CAMV
1911
Concord Asset Management (Virginia)
Virginia
$436K +$13.2K +128 +4%
PRS
1912
Pinkerton Retirement Specialists
Idaho
$436K +$379K +3,662 New
LWM
1913
Laidlaw Wealth Management
New York
$436K +$34.1K +330 +10%
TAM
1914
Townsend Asset Management
North Carolina
$436K – – –
OCPWS
1915
One Charles Private Wealth Services
Massachusetts
$436K +$103 +1 +0%
CCG
1916
Capital CS Group
California
$434K +$377K +3,647 New
SIS
1917
Sound Income Strategies
Florida
$434K -$10.2K -99 -3%
GAM
1918
Gould Asset Management
California
$433K – – –
C
1919
Certuity
Florida
$432K +$12.6K +122 +3%
TWM
1920
TriaGen Wealth Management
California
$431K – – –
AWM
1921
AllSquare Wealth Management
New York
$431K – – –
FAIM
1922
Financial Advocates Investment Management
Washington
$430K +$5.58K +54 +2%
GRQ
1923
Gardner Russo & Quinn
Pennsylvania
$429K -$40.8K -395 -10%
ZB
1924
Zions Bancorporation
Utah
$428K -$149K -1,440 -29%
MFT
1925
Moisand Fitzgerald Tamayo
Florida
$428K – – –