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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1176
Atlantic Edge Private Wealth Management
Florida
$2.75M +$2.94M +18,058 +1,099%
BTWM
1177
Baker Tilly Wealth Management
Wisconsin
$2.75M +$10.7K +66 +0.3%
CW
1178
CreativeOne Wealth
Kansas
$2.74M -$401K -2,463 -11%
IFWM
1179
Institute for Wealth Management
Colorado
$2.71M -$109K -671 -3%
RMDI
1180
R.M. Davis Inc
Maine
$2.71M +$63.5K +390 +2%
P
1181
Pitcairn
Pennsylvania
$2.7M +$253K +1,556 +9%
FAM
1182
Fred Alger Management
New York
$2.7M -$1.31M -8,028 -29%
AWP
1183
Abacus Wealth Partners
California
$2.7M -$17.4K -107 -0.6%
EHWM
1184
Eads & Heald Wealth Management
Georgia
$2.69M -$132K -810 -4%
JIC
1185
Joel Isaacson & Co
New York
$2.69M +$122K +751 +4%
LT
1186
Lindsell Train
United Kingdom
$2.68M – – –
PDL
1187
Portfolio Design Labs
California
$2.68M +$3.12M +19,189 New
LFA
1188
Legacy Financial Advisors
Kentucky
$2.68M +$35.7K +219 +1%
WT
1189
Washington Trust
Rhode Island
$2.68M +$184K +1,129 +6%
WAAG
1190
Wealth Alliance Advisory Group
Kansas
$2.68M +$79.8K +490 +3%
FBT
1191
First Bankers Trust
Kentucky
$2.68M -$765K -4,698 -20%
FFA
1192
Fragasso Financial Advisors
Pennsylvania
$2.67M -$1.61M -9,911 -34%
PFA
1193
Peak Financial Advisors
Colorado
$2.67M +$3.1M +19,071 New
KWA
1194
Kingswood Wealth Advisors
California
$2.66M +$16.1K +99 +0.5%
LC
1195
Lindbrook Capital
California
$2.66M +$133K +816 +4%
HIP
1196
HUB Investment Partners
Texas
$2.66M +$96.9K +595 +3%
WC
1197
Wynn Capital
Georgia
$2.66M -$814 -5 -0%
FFO
1198
Fiduciary Family Office
Florida
$2.66M +$3.09M +18,997 New
LAI
1199
Legal Advantage Investments
California
$2.65M -$130K -800 -4%
CWM
1200
Cabot Wealth Management
Massachusetts
$2.65M – – –
46 47
48
49 50