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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2376
Peddock Capital Advisors
Massachusetts
$327K -$73.5K -592 -20%
SWM
2377
Sendero Wealth Management
Texas
$327K -$37.1K -299 -11%
MFS
2378
Mirabella Financial Services
United Kingdom
$326K -$133K -1,069 -32%
WAM
2379
Werlinich Asset Management
Connecticut
$326K +$8.69K +70 +3%
CAM
2380
CPA Asset Management
Florida
$325K – – –
SF
2381
Safeguard Financial
Wisconsin
$325K +$286K +2,300 New
FDS
2382
First Dallas Securities
Texas
$325K – – –
AFA
2383
American Financial Advisors
Georgia
$325K -$12K -97 -4%
DA
2384
Dash Acquisitions
California
$325K -$6.95K -56 -2%
FWM
2385
ForthRight Wealth Management
Georgia
$324K – – –
IAS
2386
Investment Advisory Services
Texas
$324K +$8.07K +65 +3%
JC
2387
Jentner Corp
Ohio
$323K +$993 +8 +0.4%
JE
2388
JMAC Enterprises
Pennsylvania
$323K -$1.74K -14 -0.6%
RFG
2389
Range Financial Group
Oregon
$322K +$25.1K +202 +10%
MA
2390
MBA Advisors
Pennsylvania
$321K -$17.4K -140 -6%
W
2391
Wealthquest
Ohio
$321K +$6.21K +50 +2%
BCMLT
2392
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K -$1.86K -15 -0.7%
MLFP
2393
MPS Loria Financial Planners
Illinois
$321K +$621 +5 +0.2%
CWM
2394
Compass Wealth Management
Connecticut
$320K +$86.9K +700 +45%
FMP
2395
Financial Management Professionals
Texas
$320K +$1.86K +15 +0.7%
T
2396
TCWP
Ohio
$320K -$248 -2 -0.1%
SC
2397
Seldon Capital
California
$320K – – –
RI
2398
Rinkey Investments
California
$319K – – –
TWM
2399
Tanager Wealth Management
United Kingdom
$318K +$16.9K +136 +6%
NF
2400
NavPoint Financial
Minnesota
$317K – – –