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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2351
Concord Wealth Partners
Virginia
$537K -$10.1K -57 -2%
HAM
2352
Hickory Asset Management
Ohio
$536K +$571K +3,217 New
SFG
2353
Snider Financial Group
Washington
$536K +$41.2K +232 +8%
GC
2354
Gilbert & Cook
Iowa
$536K +$7.64K +43 +1%
MWA
2355
Meridian Wealth Advisors
Texas
$535K +$8.7K +49 +2%
AA
2356
Advisory Alpha
Michigan
$534K +$8.53K +48 +2%
OIM
2357
Orca Investment Management
Oregon
$533K -$75.5K -425 -12%
CWM
2358
Centricity Wealth Management
Ohio
$533K +$568K +3,197 New
PNAA
2359
Pictet North America Advisors
Switzerland
$532K – – –
BPFA
2360
Barnes Pettey Financial Advisors
Mississippi
$531K – – –
VPP
2361
Vertex Planning Partners
Illinois
$531K +$566K +3,184 New
PT
2362
Plimoth Trust
Massachusetts
$530K -$21.3K -120 -4%
CPC
2363
Consolidated Planning Corp
Georgia
$527K -$20.6K -116 -4%
SDH
2364
Sloy Dahl & Holst
Washington
$527K – – –
WCF
2365
West Coast Financial
California
$525K – – –
HPM
2366
Hoxton Planning & Management
West Virginia
$525K +$4.8K +27 +0.9%
MHIC
2367
Marble Harbor Investment Counsel
Massachusetts
$525K – – –
EL
2368
EWA LLC
Pennsylvania
$524K -$888 -5 -0.2%
ECM
2369
Estabrook Capital Management
New York
$522K -$84.4K -475 -13%
MWP
2370
Madison Wealth Partners
Wisconsin
$521K +$3.02K +17 +0.5%
BWP
2371
Baldwin Wealth Partners
Massachusetts
$520K -$71.1K -400 -11%
GEA
2372
Glen Eagle Advisors
New Jersey
$519K -$6.22K -35 -1%
WSC
2373
Wellington Shields & Co
New York
$519K -$35.5K -200 -6%
BFA
2374
Brendel Financial Advisors
New Hampshire
$518K – – –
BWA
2375
Burt Wealth Advisors
Maryland
$518K -$20.8K -117 -4%