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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2426
Bay Harbor Wealth Management
Maryland
$79.8K +$695 +6 +0.8%
CWAF
2427
Core Wealth Advisors (Florida)
Florida
$79.4K – – –
RA
2428
Rise Advisors
New York
$79K -$1.5K -13 -2%
Legacy Financial Group (Iowa)
2429
Legacy Financial Group (Iowa)
Iowa
$78.9K +$86.2K +745 New
BWAM
2430
Boyd Watterson Asset Management
Ohio
$76.2K – – –
MWM
2431
Mascoma Wealth Management
New Hampshire
$74.3K +$11K +95 +16%
HDIM
2432
Hanson & Doremus Investment Management
Vermont
$74K – – –
MFA
2433
McClarren Financial Advisors
Pennsylvania
$72K +$116 +1 +0.1%
CSC
2434
Caldwell Sutter Capital
California
$71.2K -$2.89K -25 -4%
DWA
2435
Delos Wealth Advisors
Texas
$71K – – –
PWMA
2436
Pension & Wealth Management Advisors
Massachusetts
$68.8K – – –
AS
2437
Altshuler Shaham
Israel
$67K -$28.8K -249 -28%
DF
2438
DecisionPoint Financial
Arizona
$66.2K – – –
IRAG
2439
Investment Research & Advisory Group
Georgia
$66K +$34.7K +300 +93%
BPC
2440
Banque Pictet & Cie
Switzerland
$65.4K -$4.07M -35,166 -98%
OIS
2441
Okabena Investment Services
Minnesota
$64.6K – – –
MIA
2442
Milestone Investment Advisors
Wisconsin
$63.6K +$69.5K +600 New
TIM
2443
Tortoise Investment Management
New York
$63.1K -$6.02K -52 -8%
FCT
2444
First Community Trust
Iowa
$61.8K – – –
HIM
2445
Hillsdale Investment Management
Ontario, Canada
$56.9K -$11.9K -103 -16%
IAS
2446
IMA Advisory Services
Colorado
$55.9K +$11.6K +100 +23%
DIP
2447
DT Investment Partners
Pennsylvania
$55.7K – – –
ICM
2448
Islay Capital Management
Texas
$53K – – –
MSFP
2449
Mark Sheptoff Financial Planning
Connecticut
$53K – – –
CP
2450
Castleview Partners
Texas
$51.5K – – –