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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1101
Abundance Wealth Counselors
Pennsylvania
$861K -$2.78K -38 -0.3%
WKWM
1102
Walter & Keenan Wealth Management
Indiana
$861K +$61.6K +842 +6%
CPO
1103
Cerity Partners OCIO
New York
$855K +$153K +2,088 +18%
MPPLM
1104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$854K +$54.3K +742 +6%
CFMC
1105
Curbstone Financial Management Corp
New Hampshire
$849K -$1.76K -24 -0.2%
HCM
1106
Harvey Capital Management
Florida
$848K +$547K +7,475 +117%
CCG
1107
Ceeto Capital Group
Florida
$844K – – –
YWP
1108
YorkBridge Wealth Partners
New York
$843K +$59.7K +816 +6%
SWA
1109
Stratos Wealth Advisors
Ohio
$840K -$30.9K -422 -3%
CCM
1110
Crabel Capital Management
California
$832K +$997K +13,620 New
CBTWT
1111
Community Bank & Trust (Waco, Texas)
Texas
$830K +$14.3K +196 +1%
IWA
1112
Intercontinental Wealth Advisors
Texas
$828K +$20.4K +278 +2%
CCA
1113
Cobblestone Capital Advisors
New York
$827K -$12.8K -175 -1%
ET
1114
Equitable Trust
Tennessee
$824K +$40.3K +550 +4%
ST
1115
Spinnaker Trust
Maine
$820K -$5.49K -75 -0.6%
EDRH
1116
Edmond de Rothschild Holding
Switzerland
$820K +$6.81K +93 +0.7%
UAS
1117
United Asset Strategies
New York
$820K +$9.52K +130 +1%
PCM
1118
Penserra Capital Management
California
$816K +$42.8K +584 +5%
OIA
1119
OneDigital Investment Advisors
Kansas
$816K +$49.9K +681 +5%
SIA
1120
Schechter Investment Advisors
Michigan
$815K +$106K +1,451 +12%
CWM
1121
Congress Wealth Management
Massachusetts
$815K +$135K +1,849 +16%
BWM
1122
Baystate Wealth Management
Massachusetts
$814K -$118K -1,606 -11%
FPAS
1123
Focus Partners Advisor Solutions
Missouri
$813K +$311K +4,250 +47%
MYLI
1124
Meiji Yasuda Life Insurance
Japan
$811K +$314K +4,291 +48%
RA
1125
Rational Advisors
New York
$809K -$20.1K -274 -2%
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