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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Aevitas Wealth Management
Massachusetts
$462K +$19.3K +365 +5%
ERIM
1252
Eagle Ridge Investment Management
Connecticut
$460K -$26.8K -506 -6%
AWA
1253
Arete Wealth Advisors
Illinois
$460K +$20.2K +382 +5%
MCM
1254
Mengis Capital Management
Oregon
$459K +$636 +12 +0.1%
CPIG
1255
Chicago Partners Investment Group
Illinois
$459K +$14.4K +271 +3%
CRIG
1256
Charter Research & Investment Group
Connecticut
$459K +$26.5K +500 +6%
NG
1257
Northstar Group
New York
$458K -$5.3K -100 -1%
IWP
1258
Icon Wealth Partners
Texas
$458K +$1.01K +19 +0.2%
PFC
1259
Poplar Forest Capital
California
$455K – – –
BFPW
1260
BOK Financial Private Wealth
Colorado
$455K +$48.1K +908 +12%
VC
1261
Vicus Capital
Pennsylvania
$453K -$134K -2,528 -24%
HPWM
1262
Highland Private Wealth Management
Washington
$453K -$25.6K -484 -6%
EAM
1263
Evanson Asset Management
California
$453K +$318 +6 +0.1%
SP
1264
Symmetry Partners
Connecticut
$453K +$434K +8,197 New
WA
1265
Wealth Architects
California
$450K -$8.53K -161 -2%
WP
1266
WealthPLAN Partners
Nebraska
$449K -$51.5K -972 -10%
CC
1267
Cannell & Co
New York
$449K -$15.9K -300 -4%
PWPS
1268
Pinnacle Wealth Planning Services
Ohio
$449K -$10.6K -200 -2%
FIM
1269
Frontier Investment Management
Texas
$448K -$48K -906 -10%
ZAM
1270
Zevin Asset Management
Massachusetts
$448K -$16.7K -315 -4%
BHC
1271
Bowen Hanes & Co
Florida
$446K -$49K -925 -10%
CM
1272
Columbus Macro
Pennsylvania
$446K -$38.4K -724 -8%
TI
1273
tru Independence
Oregon
$446K +$2.23K +42 +0.5%
BCM
1274
Bienville Capital Management
New York
$444K +$26.5K +500 +7%
LIA
1275
LBMC Investment Advisors
Tennessee
$443K – – –
49 50
51
52 53