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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3326
Integras Partners
Georgia
$309K – – –
TWA
3327
Trace Wealth Advisors
California
$309K – – –
RCM
3328
Raleigh Capital Management
North Carolina
$308K -$14.5K -57 -5%
TVAMP
3329
Tennessee Valley Asset Management Partners
Tennessee
$308K +$279K +1,096 New
CIG
3330
Cascade Investment Group
Colorado
$308K – – –
HPIA
3331
Hamilton Point Investment Advisors
North Carolina
$308K +$17.3K +68 +7%
IPA
3332
Investment Planning Advisors
Georgia
$308K +$27.5K +108 +11%
HIS
3333
Horizon Investment Services
Indiana
$308K -$1.27K -5 -0.5%
SFP
3334
SwitchPoint Financial Planning
Utah
$308K +$15.5K +61 +6%
SGI
3335
Swan Global Investments
Colorado
$307K -$220K -863 -44%
RF
3336
Roxbury Financial
New Jersey
$307K +$509 +2 +0.2%
VWWMG
3337
Vermillion & White Wealth Management Group
Pennsylvania
$307K +$12.7K +50 +5%
EAM
3338
Everstar Asset Management
North Carolina
$305K +$39K +153 +16%
B
3339
Barings
North Carolina
$305K +$18.1K +71 +7%
CIC
3340
Cutler Investment Counsel
Oregon
$305K +$2.04K +8 +0.7%
RTC
3341
Riverview Trust Company
Washington
$304K – – –
VC
3342
Veery Capital
Delaware
$304K +$5.6K +22 +2%
IAS
3343
IMA Advisory Services
Colorado
$304K +$86.8K +341 +46%
FAM
3344
Forte Asset Management
New York
$304K – – –
PWMA
3345
Pension & Wealth Management Advisors
Massachusetts
$303K -$52.2K -205 -16%
JA
3346
JVL Associates
Michigan
$303K -$764 -3 -0.3%
ERWM
3347
Elk River Wealth Management
Colorado
$303K – – –
SPA
3348
Sentinel Pension Advisors
Massachusetts
$303K +$35.7K +140 +15%
JPWM
3349
Jamison Private Wealth Management
Georgia
$303K +$4.58K +18 +2%
QF
3350
QVT Financial
New York
$302K +$274K +1,075 New
132 133
134
135 136