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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1101
CPWM LLC
Washington
$779K -$13.1K -274 -2%
BWM
1102
BerganKDV Wealth Management
Minnesota
$779K +$21.6K +451 +3%
GRP
1103
Global Retirement Partners
California
$777K +$85.1K +1,775 +11%
MC
1104
Moors & Cabot
Massachusetts
$773K -$87.5K -1,826 -10%
CIA
1105
Choate Investment Advisors
Massachusetts
$773K – – –
TP
1106
Truvvo Partners
New York
$772K -$60.9K -1,270 -7%
CCP
1107
Corient Capital Partners
California
$767K +$332K +6,929 +69%
HPC
1108
HM Payson & Co
Maine
$763K -$27.3M -570,644 -97%
HCC
1109
Hirtle Callaghan & Co
Pennsylvania
$763K – – –
BDF
1110
Balasa Dinverno & Foltz
$757K -$54.3K -1,133 -6%
TSS
1111
Two Sigma Securities
New York
$757K +$243K +5,081 +43%
WP
1112
WMS Partners
Maryland
$756K -$5.75M -119,985 -88%
TBNY
1113
Trustco Bank (New York)
New York
$755K -$9.58K -200 -1%
LC
1114
LCNB Corp
Ohio
$755K – – –
IFS
1115
Ifrah Financial Services
Arkansas
$750K +$31.5K +657 +4%
WBC
1116
West Branch Capital
Massachusetts
$749K – – –
BAM
1117
Belpointe Asset Management
Nevada
$749K +$223K +4,653 +39%
RAM
1118
Redmond Asset Management
Virginia
$743K -$34.8K -727 -4%
RGC
1119
Roberts, Glore & Co
Illinois
$739K -$69.4K -1,449 -8%
RWM
1120
Ritholtz Wealth Management
New York
$736K -$15.8K -330 -2%
IA
1121
IFG Advisory
Georgia
$728K -$89.5K -1,867 -10%
CHAM
1122
Clear Harbor Asset Management
Connecticut
$727K – – –
ST
1123
Spinnaker Trust
Maine
$726K +$23.1K +483 +3%
AAS
1124
Avantax Advisory Services
Texas
$725K +$770K +16,058 New
FCA
1125
FinTrust Capital Advisors
South Carolina
$725K +$770K +16,074 New
43 44
45
46 47