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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1201
Quest Capital Management
Texas
$882K +$108K +1,220 +14%
BCFD
1202
Boit C.F. David
$879K – – –
TTWM
1203
TCV Trust & Wealth Management
Virginia
$874K -$26.5K -300 -3%
FAM
1204
Formidable Asset Management
Ohio
$874K +$886K +10,034 New
NCM
1205
Nelson Capital Management
California
$871K -$261K -2,950 -23%
HAIM
1206
Hunter Associates Investment Management
Pennsylvania
$871K – – –
LD
1207
Lipe & Dalton
New York
$865K – – –
V
1208
VeraBank
Texas
$861K – – –
AWM
1209
Apollon Wealth Management
South Carolina
$860K +$137K +1,549 +19%
MIM
1210
Miller Investment Management
Pennsylvania
$856K – – –
CIP
1211
Cornerstone Investment Partners
Georgia
$855K -$1.34M -15,205 -61%
MGIA
1212
Moneta Group Investment Advisors
Missouri
$853K -$30.6K -346 -3%
BW
1213
Bison Wealth
Georgia
$853K -$27.6K -313 -3%
CPIG
1214
Chicago Partners Investment Group
Illinois
$847K -$1.68K -19 -0.2%
NIM
1215
Northeast Investment Management
Massachusetts
$845K -$5.39K -61 -0.6%
IBOK
1216
Independence Bank of Kentucky
Kentucky
$845K +$4.15K +47 +0.5%
JIC
1217
Joel Isaacson & Co
New York
$843K -$57.3K -649 -6%
HA
1218
Harfst & Associates
Wyoming
$843K -$40K -453 -4%
SS
1219
Simplicity Solutions
Minnesota
$841K +$178K +2,019 +26%
RCAG
1220
Rehmann Capital Advisory Group
Michigan
$838K +$3.62K +41 +0.4%
FMWA
1221
Forvis Mazars Wealth Advisors
Missouri
$837K -$39.3K -445 -4%
BCM
1222
Birch Capital Management
Texas
$837K – – –
NAS
1223
Nicolet Advisory Services
Wisconsin
$835K -$5.57K -63 -0.7%
BBA
1224
BLB&B Advisors
Pennsylvania
$835K +$253K +2,862 +43%
PWMG
1225
Prestige Wealth Management Group
New Jersey
$834K +$49.1K +556 +6%
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