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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1201
Keudell/Morrison Wealth Management
Oregon
$834K -$12.4K -159 -1%
PFWA
1202
Paces Ferry Wealth Advisors
Georgia
$831K -$861 -11 -0.1%
RI
1203
Ridgewood Investments
New Jersey
$830K -$461K -5,893 -36%
BFA
1204
Beaumont Financial Advisors
Massachusetts
$828K +$12.1K +155 +1%
GCP
1205
GSA Capital Partners
United Kingdom
$828K +$832K +10,633 New
MC
1206
McMorgan & Co
California
$828K +$833K +10,636 New
NCM
1207
Northside Capital Management
Oregon
$826K – – –
WAAG
1208
Wealth Alliance Advisory Group
Kansas
$822K – – –
NERM
1209
New England Research & Management
Illinois
$822K +$517K +6,605 +167%
GG
1210
Greenwood Gearhart
Arkansas
$821K -$95.2K -1,216 -10%
ALAM
1211
Asahi Life Asset Management
Japan
$816K -$84.5K -1,080 -9%
AWM
1212
Altavista Wealth Management
North Carolina
$816K – – –
GC
1213
Grimes & Company
Massachusetts
$812K -$8.61K -110 -1%
CIC
1214
Crawford Investment Counsel
Georgia
$809K -$59.5K -760 -7%
DP
1215
Denver PWM
Colorado
$809K +$9.71K +124 +1%
BCM
1216
Blume Capital Management
California
$806K -$864K -11,034 -52%
TCM
1217
Twin Capital Management
Pennsylvania
$806K -$65.8K -840 -8%
TTWM
1218
TCV Trust & Wealth Management
Virginia
$806K -$18.2K -232 -2%
LA
1219
Latitude Advisors
Florida
$806K -$6.34K -81 -0.8%
CLOS
1220
Compagnie Lombard Odier SCmA
Switzerland
$804K +$50.2K +641 +7%
JIC
1221
Joel Isaacson & Co
New York
$804K +$84.2K +1,075 +12%
DIA
1222
Davidson Investment Advisors
Montana
$801K -$39.1K -500 -5%
OWA
1223
One Wealth Advisors
California
$801K +$50.1K +640 +7%
GVAG
1224
Great Valley Advisor Group
Delaware
$800K +$115K +1,464 +16%
XWM
1225
Xcel Wealth Management
Florida
$799K +$9.31K +119 +1%
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