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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1176
Harbor Investment Advisory
Maryland
$4.45M +$427K +2,642 +15%
HIP
1177
HUB Investment Partners
Texas
$4.43M +$196K +1,213 +6%
CWM
1178
Centric Wealth Management
Illinois
$4.42M +$161 +1 +0%
MEG
1179
Millstone Evans Group
Colorado
$4.39M -$2.07M -12,818 -39%
AL
1180
Aspiriant LLC
California
$4.37M -$11.6K -72 -0.4%
CUAMC
1181
China Universal Asset Management Company
China
$4.36M -$1.29M -7,985 -29%
NRG
1182
Nemes Rush Group
Michigan
$4.34M -$79.4K -492 -2%
AF
1183
Atala Financial
California
$4.34M – – –
AIM
1184
Arcadia Investment Management
Michigan
$4.31M -$72.7K -450 -2%
AWS
1185
Atria Wealth Solutions
New York
$4.28M -$8.49M -52,584 -73%
CAIM
1186
Catherine Avery Investment Management
Florida
$4.28M +$169K +1,044 +6%
LTAS
1187
Linden Thomas Advisory Services
North Carolina
$4.27M +$127K +788 +4%
LAM
1188
Lewis Asset Management
California
$4.24M +$1.94M +11,991 +162%
LFAS
1189
Level Four Advisory Services
Texas
$4.24M -$54.6K -338 -2%
PCS
1190
Personal CFO Solutions
New Jersey
$4.23M -$105K -652 -3%
QI
1191
Qtron Investments
Massachusetts
$4.22M +$135K +835 +5%
BWA
1192
Bordeaux Wealth Advisors
California
$4.21M +$1.97M +12,169 +171%
WT
1193
Washington Trust
Rhode Island
$4.21M +$13.4K +83 +0.4%
JIC
1194
Joel Isaacson & Co
New York
$4.21M +$969 +6 +0%
FBT
1195
First Bankers Trust
Kentucky
$4.2M +$14.5K +90 +0.5%
LFA
1196
Legacy Financial Advisors
Kentucky
$4.18M -$11K -68 -0.4%
WC
1197
Wynn Capital
Georgia
$4.18M +$10K +62 +0.3%
HVCM
1198
Hel Ved Capital Management
Hong Kong
$4.16M +$3.08M +19,050 New
IWS
1199
Insight Wealth Strategies
California
$4.16M +$31K +192 +1%
BTWM
1200
Baker Tilly Wealth Management
Wisconsin
$4.16M -$103K -638 -3%
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