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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1901
Verity Asset Management
North Carolina
$665K +$18.4K +148 +3%
BBNA
1902
Bremer Bank National Association
Minnesota
$662K +$97.7K +787 +20%
OAM
1903
Oxford Asset Management
United Kingdom
$659K +$580K +4,670 New
ZB
1904
Zions Bancorporation
Utah
$659K -$59.1K -476 -9%
CCA
1905
Childress Capital Advisors
Texas
$658K +$7.95K +64 +1%
CW
1906
Channel Wealth
California
$657K
MIM
1907
Macroview Investment Management
Maryland
$657K +$1.99K +16 +0.3%
SFP
1908
Shepherd Financial Partners
Massachusetts
$650K +$19.9K +160 +4%
APS
1909
American Planning Services
Florida
$650K
RA
1910
Ransom Advisory
Rhode Island
$649K +$70.5K +568 +14%
ABLA
1911
Alan B. Lancz & Associates
Ohio
$649K +$570K +4,594 New
PSCM
1912
Per Stirling Capital Management
Texas
$649K +$373 +3 +0.1%
BTC
1913
Bank & Trust Company
Illinois
$648K +$570K +4,589 New
EWM
1914
Evermay Wealth Management
Virginia
$647K
CAM
1915
Campion Asset Management
Virginia
$646K -$9.31K -75 -2%
OFS
1916
OneAscent Financial Services
Alabama
$645K -$36.1K -291 -6%
JEST
1917
JTC Employer Solutions Trustee
Jersey
$642K
LAM
1918
LifePro Asset Management
California
$642K -$8.82K -71 -2%
RIS
1919
Retirement Income Solutions
Michigan
$640K +$28.8K +232 +5%
FFG
1920
Frisch Financial Group
New York
$637K -$869 -7 -0.2%
JCM
1921
Janney Capital Management
Pennsylvania
$636K -$102K -822 -15%
PWA
1922
Phoenix Wealth Advisors
North Carolina
$636K +$39.1K +315 +8%
BWM
1923
Buckley Wealth Management
Nevada
$635K +$1.37K +11 +0.2%
CPA
1924
Cardiff Park Advisors
California
$635K
IF
1925
Ironwood Financial
Arizona
$634K