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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
VA
1951
Valmark Advisers
Ohio
$930K +$60.9K +343 +7%
RFP
1952
Root Financial Partners
California
$930K +$438K +2,468 +79%
OPTFSNA
1953
Old Point Trust & Financial Services N A
Virginia
$926K – – –
EWM
1954
Elevatus Welath Management
New York
$925K +$17.6K +99 +2%
MAWCM
1955
Mine & Arao Wealth Creation & Management
California
$924K +$5.86K +33 +0.6%
AA
1956
Addison Advisors
Vermont
$924K +$8.17K +46 +0.8%
NPT
1957
Nixon Peabody Trust
Massachusetts
$923K +$23.3K +131 +2%
GIP
1958
Greatmark Investment Partners
Georgia
$922K -$2.67K -15 -0.3%
TCM
1959
Thoma Capital Management
Maryland
$921K +$982K +5,526 New
WFI
1960
West Family Investments
California
$919K -$29K -163 -3%
LI
1961
LRI Investments
Florida
$915K -$47.8K -269 -5%
MPCA
1962
Madison Park Capital Advisors
Washington
$914K +$716K +4,028 +277%
EMC
1963
Everest Management Corp
California
$913K +$973K +5,476 New
GFG
1964
Goldstone Financial Group
Illinois
$912K +$44.8K +252 +5%
OSNBOA
1965
Old Second National Bank of Aurora
Illinois
$912K -$34.6K -195 -3%
I2I
1966
Insight 2811 Inc
Illinois
$910K -$51.5K -290 -5%
MAM
1967
McLean Asset Management
Virginia
$908K +$10.8K +61 +1%
OAM
1968
Occidental Asset Management
California
$907K -$31.4K -177 -3%
LC
1969
LCNB Corp
Ohio
$905K -$17.8K -100 -2%
TWM
1970
Tradition Wealth Management
Minnesota
$904K +$58.1K +327 +6%
DAM
1971
Delta Asset Management
Tennessee
$904K – – –
WAM
1972
Walker Asset Management
Missouri
$903K +$711 +4 +0.1%
RWP
1973
Revolve Wealth Partners
New Jersey
$903K +$71.8K +404 +8%
WWM
1974
Westwood Wealth Management
California
$900K +$959K +5,400 New
NPF
1975
Norris Perne & French
Michigan
$898K – – –