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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1176
Malaga Cove Capital
California
$618K +$5.68K +100 +1%
SIG
1177
Sky Investment Group
Connecticut
$618K +$588K +10,350 New
KMWM
1178
Keudell/Morrison Wealth Management
Oregon
$617K -$5.45K -96 -0.9%
OAM
1179
Oak Asset Management
California
$616K +$1.14K +20 +0.2%
NWP
1180
Northstar Wealth Partners
Connecticut
$616K +$94.2K +1,659 +19%
OL
1181
Optas LLC
Texas
$616K +$162K +2,853 +38%
BAM
1182
Belpointe Asset Management
Nevada
$615K +$30.3K +534 +5%
IFG
1183
Independent Financial Group
California
$614K -$22.7K -400 -4%
LWM
1184
Liberty Wealth Management
California
$613K +$6.42K +113 +1%
EWM
1185
Empirical Wealth Management
Washington
$610K – – –
NIM
1186
Northeast Investment Management
Massachusetts
$610K +$795 +14 +0.1%
FFWA
1187
FRG Family Wealth Advisors
Washington
$607K – – –
CA
1188
Cambridge Advisors
Nebraska
$606K – – –
DP
1189
Denver PWM
Colorado
$605K -$99.8K -1,756 -15%
PIM
1190
Penobscot Investment Management
Massachusetts
$604K – – –
PCG
1191
Private Capital Group
Connecticut
$603K +$13.7K +242 +2%
MMPW
1192
Mitchell McLeod Pugh & Williams
Alabama
$601K – – –
BW
1193
Bison Wealth
Georgia
$600K -$15K -264 -3%
FAM
1194
Formidable Asset Management
Ohio
$598K +$1.02K +18 +0.2%
1WA
1195
180 Wealth Advisors
Washington
$595K -$21.2K -374 -4%
GSBTD
1196
Glenview State Bank Trust Department
Illinois
$593K – – –
JCIA
1197
Jackson Creek Investment Advisors
Colorado
$592K +$563K +9,910 New
NAS
1198
Nicolet Advisory Services
Wisconsin
$590K -$405K -7,122 -42%
ARMT
1199
Amica Retiree Medical Trust
Rhode Island
$590K -$394K -6,933 -41%
DA
1200
Duality Advisers
Florida
$589K +$110K +1,932 +24%
46 47
48
49 50