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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1901
Buckley Wealth Management
Nevada
$851K -$241K -1,478 -20%
PCI
1902
Planning Center Inc
Illinois
$850K -$326 -2 -0%
AA
1903
Alpha Advisors
Virginia
$849K -$4.4K -27 -0.4%
MW
1904
Maia Wealth
Colorado
$847K -$15.1K -93 -1%
SCM
1905
Sitrin Capital Management
California
$846K +$14.3K +88 +1%
FCA
1906
Fortis Capital Advisors
Kansas
$846K -$703K -4,320 -42%
SDWIA
1907
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$841K -$49K -301 -5%
HA
1908
Heartland Advisors
Wisconsin
$841K -$844K -5,185 -46%
PWM
1909
Prentice Wealth Management
New York
$841K +$13.3K +82 +1%
FNFDCM
1910
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$840K – – –
BIC
1911
Beach Investment Counsel
Pennsylvania
$839K – – –
UCB
1912
United Community Bank
South Carolina
$838K +$26.5K +163 +3%
FPCP
1913
Fort Point Capital Partners
California
$838K -$21.2K -130 -2%
FI
1914
Finivi Inc
Massachusetts
$835K +$125K +766 +15%
DA
1915
Drake & Associates
Wisconsin
$831K +$139K +853 +17%
TNA
1916
True North Advisors
Texas
$831K -$14K -86 -1%
FFA
1917
Founders Financial Alliance
North Carolina
$830K +$127K +778 +15%
DWM
1918
Destination Wealth Management
California
$827K -$101K -622 -10%
OFS
1919
Orrstown Financial Services
Pennsylvania
$827K -$5.21K -32 -0.5%
WCWM
1920
Willow Creek Wealth Management
California
$826K – – –
BOTPPF
1921
Board of the Pension Protection Fund
United Kingdom
$825K -$81.4K -500 -8%
NWA
1922
New World Advisors
Massachusetts
$825K +$299K +1,834 +45%
SWM
1923
Salvus Wealth Management
New Jersey
$824K +$171K +1,049 +22%
TCM
1924
TruNorth Capital Management
Michigan
$823K +$701K +4,308 +272%
CI
1925
Capital International
California
$823K +$959K +5,890 New