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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1051
Investment Partners
Ohio
$1.5M +$90.5K +1,032 +7%
AWE
1052
Avidian Wealth Enterprises
Texas
$1.5M -$185K -2,114 -12%
CIA
1053
Choate Investment Advisors
Massachusetts
$1.49M -$4.21K -48 -0.3%
PK
1054
Pflug Koory
Nebraska
$1.49M -$13.2K -150 -0.9%
VI
1055
Versor Investments
New York
$1.49M -$1.46M -16,612 -51%
BWM
1056
Baystate Wealth Management
Massachusetts
$1.48M +$231K +2,632 +20%
MCA
1057
Martin Capital Advisors
Texas
$1.48M -$142K -1,620 -9%
CCG
1058
Cypress Capital Group
Florida
$1.48M -$48.7K -555 -3%
CWM
1059
Chesapeake Wealth Management
Virginia
$1.48M – – –
LCM
1060
Linker Capital Management
Kentucky
$1.48M -$8.77K -100 -0.6%
MWM
1061
Modera Wealth Management
New Jersey
$1.46M – – –
1WM
1062
1900 Wealth Management
Texas
$1.46M – – –
SJIM
1063
St. Johns Investment Management
Florida
$1.46M -$40.6K -463 -3%
AA
1064
Altman Advisors
Illinois
$1.46M +$30.2K +344 +2%
BCG
1065
Breakwater Capital Group
New Jersey
$1.45M +$182K +2,080 +15%
CP
1066
Capital Planning
Washington
$1.45M – – –
PWP
1067
Private Wealth Partners
California
$1.45M -$224K -2,550 -14%
TC
1068
Trust Company
Kansas
$1.44M -$58.5K -667 -4%
LMKC
1069
L.M. Kohn & Company
Ohio
$1.43M +$88 +1 +0%
MPPLM
1070
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M +$44.2K +504 +3%
AI
1071
Accredited Investors
Minnesota
$1.42M -$97.1K -1,107 -7%
RGC
1072
Roberts, Glore & Co
Illinois
$1.41M -$39.9K -455 -3%
IWA
1073
IBEX Wealth Advisors
New Jersey
$1.41M +$1.33M +15,157 New
LHEI
1074
Leo H. Evart Inc
California
$1.4M +$88 +1 +0%
WPC
1075
Wedmont Private Capital
Pennsylvania
$1.4M +$44.5K +507 +4%
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