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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2326
Apriem Advisors
California
$536K -$16.6K -102 -3%
UCB
2327
United Community Bank
South Carolina
$536K +$16.3K +100 +3%
FPW
2328
Fairvoy Private Wealth
Alabama
$536K -$87.8K -540 -13%
CWP
2329
Curated Wealth Partners
California
$535K +$160K +985 +37%
MA
2330
Mezzasalma Advisors
New Jersey
$534K +$46.8K +288 +9%
IPW
2331
Invictus Private Wealth
Colorado
$533K +$14.6K +90 +3%
MSS
2332
Mitchell Sinkler & Starr
Pennsylvania
$533K -$157K -965 -21%
MFWP
2333
Mosaic Family Wealth Partners
Missouri
$532K +$297K +1,825 +102%
CWMK
2334
Caliber Wealth Management (Kansas)
Kansas
$530K +$105K +643 +22%
HWMC
2335
Heritage Wealth Management (California)
California
$530K -$1.46K -9 -0.2%
MF
2336
Manchester Financial
California
$530K -$58.2K -358 -9%
GRQ
2337
Gardner Russo & Quinn
Pennsylvania
$530K +$20.3K +125 +4%
CRIG
2338
Charter Research & Investment Group
Connecticut
$529K – – –
SPF
2339
South Plains Financial
Texas
$529K -$39.5K -243 -6%
MMHP
2340
Murphy Middleton Hinkle & Parker
Georgia
$528K +$584K +3,590 New
CH
2341
Canton Hathaway
Rhode Island
$527K – – –
CIM
2342
Catalyst Investment Management
New Hampshire
$527K -$11.9K -73 -2%
MWP
2343
Madison Wealth Partners
Wisconsin
$525K +$31.2K +192 +6%
CWMP
2344
Clarion Wealth Managment Partners
Virginia
$524K – – –
BBPWM
2345
Blue Bell Private Wealth Management
Pennsylvania
$524K -$6.01K -37 -1%
TC
2346
TFR Capital
Texas
$524K -$4.39K -27 -0.8%
EAN
2347
Excelsior Advisor Network
Colorado
$523K -$3.41K -21 -0.6%
WW
2348
Waterfront Wealth
Kansas
$522K +$128K +786 +28%
PCMH
2349
Polymer Capital Management (HK)
Hong Kong
$522K +$577K +3,551 New
KIM
2350
Karpus Investment Management
New York
$522K – – –