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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1101
WealthShield Partners
North Carolina
$871K +$273K +4,594 +52%
XF
1102
XML Financial
Maryland
$869K -$14.1K -237 -2%
VAS
1103
Vestmark Advisory Solutions
Massachusetts
$867K +$229K +3,854 +40%
CAI
1104
Capital Advisors Inc
Oklahoma
$864K +$306K +5,139 +63%
TAM
1105
Trust Asset Management
Texas
$861K +$149K +2,507 +23%
TIAM2
1106
Tru Independence Asset Management 2
Oregon
$857K +$788K +13,245 New
BMC
1107
Benin Management Corp
Connecticut
$856K -$8.93K -150 -1%
HPCM
1108
High Pointe Capital Management
Illinois
$846K -$72K -1,210 -8%
IP
1109
Investment Partners
Ohio
$846K +$2.74K +46 +0.4%
WW
1110
Waterfront Wealth
Kansas
$842K +$775K +13,014 New
LCAM
1111
London & Capital Asset Management
United Kingdom
$838K -$9.05M -151,987 -92%
3LCM
1112
3D/L Capital Management
Connecticut
$836K +$772K +12,968 New
MWM
1113
Modera Wealth Management
New Jersey
$834K +$403K +6,764 +110%
CPO
1114
Cerity Partners OCIO
New York
$831K -$16.7K -280 -2%
AOWM
1115
Alpha Omega Wealth Management
Virginia
$826K – – –
CCM
1116
Cullen Capital Management
New York
$822K – – –
TA
1117
TruWealth Advisors
Louisiana
$821K +$755K +12,685 New
AAM
1118
Auxier Asset Management
Oregon
$819K – – –
SIG
1119
Sargent Investment Group
Maryland
$812K +$19.8K +333 +3%
BFA
1120
Beaumont Financial Advisors
Massachusetts
$805K +$85.9K +1,443 +13%
NB
1121
Nicolet Bankshares
Wisconsin
$804K -$8.33K -140 -1%
CCMG
1122
Clark Capital Management Group
Pennsylvania
$803K -$17M -285,961 -96%
ETC
1123
Exchange Traded Concepts
Oklahoma
$802K +$686K +11,521 +1,323%
PT
1124
Plimoth Trust
Massachusetts
$797K -$26.2K -440 -3%
IWM
1125
IHT Wealth Management
Illinois
$797K +$186K +3,128 +34%
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