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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Altium Wealth Management
New York
$974K +$91K +1,681 +11%
WC
1077
Whitney & Co
New York
$970K – – –
BO
1078
BRR OpCo
Ohio
$967K +$918K +16,968 New
HA
1079
Harfst & Associates
Wyoming
$966K +$42.6K +787 +5%
ETI
1080
Enterprise Trust & Investment
California
$963K +$915K +16,904 New
CL
1081
CPWM LLC
Washington
$962K +$812 +15 +0.1%
TIA
1082
Trust Investment Advisors
Indiana
$957K -$87.4K -1,615 -9%
CIA
1083
Choate Investment Advisors
Massachusetts
$955K -$10.2K -189 -1%
VCA
1084
Verdence Capital Advisors
Maryland
$952K -$2.8M -51,798 -76%
RG
1085
Rikoon Group
New Mexico
$952K -$54.1K -1,000 -6%
WBC
1086
West Branch Capital
Massachusetts
$946K – – –
PWW
1087
Pettyjohn Wood & White
Virginia
$946K +$8.12K +150 +0.9%
CWM
1088
Centric Wealth Management
Illinois
$944K -$25.4K -470 -3%
RGC
1089
Roberts, Glore & Co
Illinois
$941K +$8.39K +155 +0.9%
EWA
1090
EP Wealth Advisors
California
$941K +$155K +2,872 +21%
TBNY
1091
Trustco Bank (New York)
New York
$931K -$21.6K -400 -2%
WPW
1092
Waldron Private Wealth
Pennsylvania
$926K -$228K -4,211 -21%
BCM
1093
BlueCrest Capital Management
Jersey
$924K -$2.83M -52,282 -76%
IFS
1094
Ifrah Financial Services
Arkansas
$923K -$14.9K -275 -2%
MWM
1095
Mission Wealth Management
California
$921K +$107K +1,972 +14%
HI
1096
Horizon Investments
North Carolina
$910K -$2.82M -52,051 -77%
CIM
1097
CenturyLink Investment Management
Colorado
$902K – – –
HWA
1098
HCR Wealth Advisors
California
$898K -$2.71K -50 -0%
OC
1099
Oarsman Capital
Wisconsin
$896K -$37.6K -695 -4%
SW
1100
SlateStone Wealth
Florida
$895K -$27K -499 -3%
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