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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1901
Willow Creek Wealth Management
California
$984K – – –
CIM
1902
Caldwell Investment Management
Ontario, Canada
$983K – – –
BCM
1903
Brown Capital Management
Maryland
$982K – – –
WWM
1904
Whalen Wealth Management
Nevada
$982K -$32.9K -185 -3%
SCA
1905
Sippican Capital Advisors
Massachusetts
$980K – – –
TA
1906
TFB Advisors
Kansas
$979K +$80.1K +451 +8%
CAM
1907
Cidel Asset Management
Ontario, Canada
$978K -$57.6K -324 -5%
PAA
1908
Peregrine Asset Advisers
Oregon
$976K – – –
CIM
1909
Chiron Investment Management
New York
$976K -$1.15M -6,496 -53%
TWM
1910
Thrive Wealth Management
Pennsylvania
$976K +$102K +577 +11%
SGK
1911
Steigerwald Gordon & Koch
Virginia
$975K -$3.02K -17 -0.3%
SWM
1912
Stockman Wealth Management
Montana
$973K -$47.8K -269 -4%
NMG
1913
New Millennium Group
Utah
$973K +$1.03M +5,796 +13,479%
PAS
1914
Professional Advisory Services
Florida
$972K – – –
UCB
1915
United Community Bank
South Carolina
$972K – – –
CASB
1916
Cape Ann Savings Bank
Massachusetts
$970K +$11.5K +65 +1%
GWP
1917
Gen-Wealth Partners
Michigan
$969K +$144K +813 +16%
RWP
1918
Ridgecrest Wealth Partners
California
$969K -$355K -2,000 -26%
BWG
1919
Beta Wealth Group
California
$968K +$178 +1 +0%
MA
1920
MCF Advisors
Kentucky
$967K -$64.7K -364 -6%
NG
1921
Northstar Group
New York
$966K -$37.3K -210 -3%
CWM
1922
Concentrum Wealth Management
California
$966K +$399K +2,247 +63%
IIA
1923
Integral Investment Advisors
California
$965K – – –
BA
1924
Bluesphere Advisors
Pennsylvania
$963K – – –
SMA
1925
Seven Mile Advisory
New Jersey
$963K +$251K +1,413 +32%