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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
3326
Financial Gravity Asset Management
Texas
$310K +$280K +1,101 New
MWM
3327
Maltin Wealth Management
New Jersey
$310K – – –
CCA
3328
Cora Capital Advisors
New Jersey
$310K +$280K +1,101 New
FCM
3329
Firestone Capital Management
Florida
$309K – – –
IP
3330
Integras Partners
Georgia
$309K – – –
TWA
3331
Trace Wealth Advisors
California
$309K – – –
RCM
3332
Raleigh Capital Management
North Carolina
$308K -$14.5K -57 -5%
TVAMP
3333
Tennessee Valley Asset Management Partners
Tennessee
$308K +$279K +1,096 New
CIG
3334
Cascade Investment Group
Colorado
$308K – – –
HPIA
3335
Hamilton Point Investment Advisors
North Carolina
$308K +$17.3K +68 +7%
IPA
3336
Investment Planning Advisors
Georgia
$308K +$27.5K +108 +11%
HIS
3337
Horizon Investment Services
Indiana
$308K -$1.27K -5 -0.5%
SFP
3338
SwitchPoint Financial Planning
Utah
$308K +$15.5K +61 +6%
SGI
3339
Swan Global Investments
Colorado
$307K -$220K -863 -44%
RF
3340
Roxbury Financial
New Jersey
$307K +$509 +2 +0.2%
VWWMG
3341
Vermillion & White Wealth Management Group
Pennsylvania
$307K +$12.7K +50 +5%
EAM
3342
Everstar Asset Management
North Carolina
$305K +$39K +153 +16%
B
3343
Barings
North Carolina
$305K +$18.1K +71 +7%
CIC
3344
Cutler Investment Counsel
Oregon
$305K +$2.04K +8 +0.7%
RTC
3345
Riverview Trust Company
Washington
$304K – – –
VC
3346
Veery Capital
Delaware
$304K +$5.6K +22 +2%
IAS
3347
IMA Advisory Services
Colorado
$304K +$86.8K +341 +46%
FAM
3348
Forte Asset Management
New York
$304K – – –
PWMA
3349
Pension & Wealth Management Advisors
Massachusetts
$303K -$52.2K -205 -16%
JA
3350
JVL Associates
Michigan
$303K -$764 -3 -0.3%
132 133
134
135 136