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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2151
Concentrum Wealth Management
California
$605K +$1.45K +10 +0.3%
KNW
2152
Kesler Norman & Wride
Utah
$605K +$514K +3,547 New
LWM
2153
Laidlaw Wealth Management
New York
$603K -$4.63K -32 -0.9%
CWA
2154
Consilium Wealth Advisory
Texas
$603K +$512K +3,537 New
CCWM
2155
Correct Capital Wealth Management
Missouri
$602K +$40.7K +281 +9%
AWM
2156
Aviso Wealth Management
Washington
$600K +$21.3K +147 +4%
BWP
2157
Baldwin Wealth Partners
Massachusetts
$599K +$15.4K +106 +3%
KC
2158
Kingfisher Capital
North Carolina
$599K +$1.3K +9 +0.3%
PCG
2159
PFC Capital Group
California
$598K +$18.1K +125 +4%
GA
2160
Greenspring Advisors
Maryland
$598K +$183K +1,261 +56%
CFCI
2161
Comprehensive Financial Consultants Institutional
Indiana
$597K – – –
JBA
2162
Johnson Bixby & Associates
Washington
$596K +$14.5K +100 +3%
B
2163
Bellecapital
Switzerland
$596K – – –
PWMG
2164
Pinnacle Wealth Management Group
Michigan
$596K – – –
TDC
2165
Thompson Davis & Co
Virginia
$595K +$195K +1,344 +63%
PA
2166
PFG Advisors
Arizona
$594K -$48.1K -332 -9%
VIM
2167
Vista Investment Management
Pennsylvania
$594K -$55.2K -381 -10%
PPP
2168
Private Portfolio Partners
New Jersey
$593K +$504K +3,481 New
GRQ
2169
Gardner Russo & Quinn
Pennsylvania
$592K – – –
GAM
2170
Gould Asset Management
California
$592K -$57.1K -394 -10%
MCM
2171
MV Capital Management
Maryland
$591K +$227K +1,566 +82%
NCTC
2172
New Covenant Trust Company
Indiana
$590K – – –
PCMC
2173
Private Capital Management (Colorado)
Colorado
$589K +$114K +788 +30%
WCM
2174
Windsor Capital Management
Arizona
$589K +$435 +3 +0.1%
EL
2175
EWA LLC
Pennsylvania
$589K +$11.2K +77 +3%