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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1076
Whitney & Co
New York
$931K +$7.91K +108 +0.7%
ECG
1077
Edge Capital Group
Georgia
$930K +$535K +7,304 +92%
AF
1078
Advisornet Financial
Minnesota
$928K +$97.4K +1,331 +10%
NME
1079
Notis-McConarty Edward
$926K – – –
LHEI
1080
Leo H. Evart Inc
California
$923K +$73 +1 +0%
CIP
1081
Convergence Investment Partners
Florida
$922K +$705K +9,624 +176%
LBA
1082
Lowell Blake & Associates
Massachusetts
$916K – – –
KPW
1083
Kore Private Wealth
New York
$913K -$22K -300 -2%
BONST
1084
Bank of Nova Scotia Trust
Ontario, Canada
$903K +$111K +1,519 +11%
ACM
1085
Advance Capital Management
Michigan
$901K -$261K -3,561 -19%
CF
1086
Centaurus Financial
California
$899K +$111K +1,519 +12%
TCCM
1087
Timber Creek Capital Management
Massachusetts
$894K +$22K +300 +2%
RC
1088
Roundview Capital
New Jersey
$893K – – –
FMAEN1
1089
Fund Management at Engine No 1
California
$892K -$94.5K -1,291 -8%
SWM
1090
Sendero Wealth Management
Texas
$890K +$613K +8,372 +135%
KFSC
1091
Keystone Financial Services (Colorado)
Colorado
$888K +$107K +1,457 +14%
ACM
1092
Allred Capital Management
Texas
$885K -$50K -683 -4%
RWA
1093
Roberts Wealth Advisors
California
$884K +$11.3K +154 +1%
IWA
1094
Icon Wealth Advisors
Texas
$881K +$1.06M +14,433 New
EF
1095
Empowered Funds
Pennsylvania
$880K +$95.3K +1,302 +10%
PGAM
1096
Princeton Global Asset Management
New Jersey
$870K -$59.7K -815 -5%
SIC
1097
Salem Investment Counselors
North Carolina
$869K -$36.7K -501 -3%
SFS
1098
Sowell Financial Services
Arkansas
$867K +$134K +1,829 +15%
MCWS
1099
McKinley Carter Wealth Services
West Virginia
$865K +$65.8K +899 +7%
BWA
1100
BDO Wealth Advisors
Florida
$862K +$1.17K +16 +0.1%
42 43
44
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