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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3526
RMG Wealth Management
Wisconsin
$69.1K +$45.2K +280 New
OA
3527
Operose Advisors
Wisconsin
$68.7K – – –
BC
3528
Broadwater Capital
Massachusetts
$68.7K +$11M +68,336 +21,763%
ICM
3529
Islay Capital Management
Texas
$65.6K – – –
TLCM
3530
Twin Lakes Capital Management
California
$65.6K – – –
BGC
3531
Beutel, Goodman & Co
Ontario, Canada
$65K – – –
CIR
3532
Clear Investment Research
Georgia
$64.3K – – –
SPM
3533
Symmetry Peak Management
Pennsylvania
$63.4K +$46.8K +290 New
HHGA
3534
Halbert Hargrove Global Advisors
California
$62.3K -$3.88K -24 -8%
KHC
3535
Koesten Hirschmann & Crabtree
Kansas
$60.3K – – –
FLFS
3536
Family Legacy Financial Solutions
North Carolina
$60.1K +$44.4K +275 New
BIM
3537
Breakwater Investment Management
Washington
$58.8K – – –
FDW
3538
Fourth Dimension Wealth
Ohio
$58.2K +$32.3K +200 +303%
AIM
3539
Access Investment Management
Georgia
$57.3K +$42.3K +262 New
SA
3540
SRH Advisors
Kansas
$55.1K – – –
GWM
3541
Gitterman Wealth Management
New Jersey
$52.8K -$248K -1,536 -86%
UOIF
3542
University of Illinois Foundation
Illinois
$51.5K +$38.1K +236 New
BCM
3543
Boreal Capital Management
Florida
$49.2K +$36.3K +225 New
MSWA
3544
Marshall & Sterling Wealth Advisors
New York
$48.4K +$161 +1 +0.5%
AW
3545
Avion Wealth
Texas
$48K +$1.94K +12 +6%
CMP
3546
Coston McIsaac & Partners
Maine
$47K – – –
TFM
3547
TFC Financial Management
Massachusetts
$46.6K – – –
NRWA
3548
North Ridge Wealth Advisors
Oregon
$44.8K – – –
LWA
3549
Lowe Wealth Advisors
Maryland
$43.7K – – –
VWA
3550
Valued Wealth Advisors
Utah
$42.7K -$2.26K -14 -7%
140 141
142
143 144