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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Altium Wealth Management
New York
$636K +$62.6K +1,307 +10%
STA
1152
Summit Trail Advisors
New York
$635K -$3.65M -76,081 -84%
CCM
1153
Coldstream Capital Management
Washington
$634K -$10.2K -212 -1%
EWA
1154
EP Wealth Advisors
California
$629K +$26.4K +550 +4%
WPW
1155
Waldron Private Wealth
Pennsylvania
$628K +$212K +4,421 +47%
BMC
1156
Benin Management Corp
Connecticut
$626K – – –
CAM
1157
Cresset Asset Management
Illinois
$624K +$662K +13,811 New
OC
1158
Oakworth Capital
Alabama
$623K +$38.3K +799 +6%
BW
1159
Bison Wealth
Georgia
$623K +$86.3K +1,800 +15%
BI
1160
Bredin Investment
Delaware
$620K – – –
APP
1161
Avantax Planning Partners
Iowa
$618K +$51.8K +1,081 +9%
MPW
1162
MA Private Wealth
California
$618K +$656K +13,679 New
QCM
1163
Quantinno Capital Management
New York
$618K +$656K +13,690 New
HIMC
1164
Heritage Investors Management Corp
Maryland
$617K +$71.9K +1,500 +12%
LC
1165
Lourd Capital
California
$613K +$5.27K +110 +0.8%
MWM
1166
Mission Wealth Management
California
$613K +$14.5K +303 +2%
BPM
1167
Bowling Portfolio Management
Ohio
$609K -$20.9K -436 -3%
WI
1168
WrapManager Inc
California
$608K -$11.3K -236 -2%
HFM
1169
Hartford Financial Management
Connecticut
$606K +$2.68K +56 +0.4%
CAW
1170
Cornerstone Advisors (Washington)
Washington
$606K +$23.5K +490 +4%
LSAG
1171
Lake Street Advisors Group
New Hampshire
$606K +$27.8K +580 +5%
S
1172
Seeyond
France
$606K +$643K +13,413 New
SWK
1173
Stephen W. Kidder
$602K -$943K -19,670 -60%
DP
1174
Denver PWM
Colorado
$596K +$2.06K +43 +0.4%
LIC
1175
Lodestar Investment Counsel
Illinois
$595K -$24K -500 -4%
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47
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