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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
3526
Howard Hughes Medical Institute
Maryland
$76.5K +$56.5K +350 New
FPB
3527
First PREMIER Bank
South Dakota
$74K – – –
TIM
3528
Total Investment Management
Arizona
$70.9K +$52.3K +324 New
IRAG
3529
Investment Research & Advisory Group
Georgia
$70.6K – – –
RWA
3530
Redmont Wealth Advisors
Illinois
$69.7K +$20K +124 +64%
RWM
3531
RMG Wealth Management
Wisconsin
$69.1K +$45.2K +280 New
BC
3532
Broadwater Capital
Massachusetts
$68.7K – – –
OA
3533
Operose Advisors
Wisconsin
$68.7K – – –
ICM
3534
Islay Capital Management
Texas
$65.6K – – –
TLCM
3535
Twin Lakes Capital Management
California
$65.6K – – –
BGC
3536
Beutel, Goodman & Co
Ontario, Canada
$65K – – –
CIR
3537
Clear Investment Research
Georgia
$64.3K – – –
SPM
3538
Symmetry Peak Management
Pennsylvania
$63.4K +$46.8K +290 New
HHGA
3539
Halbert Hargrove Global Advisors
California
$62.3K -$3.88K -24 -8%
KHC
3540
Koesten Hirschmann & Crabtree
Kansas
$60.3K – – –
FLFS
3541
Family Legacy Financial Solutions
North Carolina
$60.1K +$44.4K +275 New
BIM
3542
Breakwater Investment Management
Washington
$58.8K – – –
FDW
3543
Fourth Dimension Wealth
Ohio
$58.2K +$32.3K +200 +303%
AIM
3544
Access Investment Management
Georgia
$57.3K +$42.3K +262 New
SA
3545
SRH Advisors
Kansas
$55.1K – – –
GWM
3546
Gitterman Wealth Management
New Jersey
$52.8K -$248K -1,536 -86%
UOIF
3547
University of Illinois Foundation
Illinois
$51.5K +$38.1K +236 New
BCM
3548
Boreal Capital Management
Florida
$49.2K +$36.3K +225 New
MSWA
3549
Marshall & Sterling Wealth Advisors
New York
$48.4K +$161 +1 +0.5%
AW
3550
Avion Wealth
Texas
$48K +$1.94K +12 +6%
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142
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