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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
2101
Coastal Bridge Advisors
Connecticut
$351K +$655 +6 +0.2%
MIA
2102
MainStreet Investment Advisors
Illinois
$350K -$764 -7 -0.2%
CFA
2103
Cahill Financial Advisors
Minnesota
$350K -$47K -431 -11%
TC
2104
Trust Company
Kansas
$350K -$204K -1,865 -36%
CAC
2105
Certified Advisory Corp
Florida
$349K +$58.1K +532 +19%
TCOTS
2106
Trust Company of the South
North Carolina
$349K +$361K +3,312 New
KC
2107
Kingfisher Capital
North Carolina
$349K +$1.31K +12 +0.4%
EGA
2108
Eagle Global Advisors
Texas
$348K
FWM
2109
Forza Wealth Management
Florida
$347K
SQA
2110
Simon Quick Advisors
New Jersey
$346K -$3.93K -36 -1%
SP
2111
Systematic Portfolios
New York
$345K +$357K +3,272 New
RHP
2112
Royal Harbor Partners
Texas
$345K -$1.09K -10 -0.3%
ME
2113
McIlrath & Eck
Washington
$344K
HIC
2114
Hartline Investment Corp
Illinois
$343K
CWP
2115
Core Wealth Partners
California
$342K +$22K +202 +7%
SFG
2116
Sovereign Financial Group
Connecticut
$342K +$9.82K +90 +3%
MC
2117
Montag & Caldwell
Georgia
$341K
PTC
2118
Philadelphia Trust Company
Pennsylvania
$341K
B
2119
Bellecapital
Switzerland
$341K -$437 -4 -0.1%
BWP
2120
Barlow Wealth Partners
Kentucky
$341K +$353K +3,233 New
SAA
2121
Southeast Asset Advisors
Georgia
$340K -$1.53K -14 -0.4%
SAF
2122
Smith Anglin Financial
Texas
$340K +$1.2K +11 +0.3%
ZB
2123
Zions Bancorporation
Utah
$340K -$218 -2 -0.1%
RAM
2124
Riggs Asset Management
Pennsylvania
$339K
SAM
2125
Summit Asset Management
Tennessee
$338K -$19.1K -175 -5%