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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1276
TCV Trust & Wealth Management
Virginia
$848K -$27.7K -295 -3%
JIC
1277
Joel Isaacson & Co
New York
$844K – – –
CAM
1278
Cozad Asset Management
Illinois
$842K -$154K -1,641 -15%
VT
1279
Vise Technologies
New York
$839K +$903K +9,620 New
BCM
1280
Birch Capital Management
Texas
$838K – – –
NAS
1281
Nicolet Advisory Services
Wisconsin
$838K +$2.91K +31 +0.3%
LD
1282
Lipe & Dalton
New York
$836K -$31.9K -340 -3%
RCAG
1283
Rehmann Capital Advisory Group
Michigan
$833K -$4.13K -44 -0.5%
WWM
1284
Western Wealth Management
Colorado
$830K +$898K +9,567 New
OWA
1285
One Wealth Advisors
California
$829K -$405K -4,309 -31%
BFPW
1286
BOK Financial Private Wealth
Colorado
$828K +$60K +639 +7%
APIM
1287
Agate Pass Investment Management
Washington
$828K +$891K +9,495 New
BW
1288
Bison Wealth
Georgia
$824K -$32.2K -343 -4%
CCP
1289
Carmel Capital Partners
California
$821K +$884K +9,413 New
JIP
1290
Jaffetilchin Investment Partners
Florida
$818K -$210K -2,232 -19%
CFGS
1291
Concourse Financial Group Securities
Alabama
$818K +$26.9K +286 +3%
BWL
1292
Bogart Wealth LLC
Virginia
$817K +$7.04K +75 +0.8%
FB
1293
Fulton Bank
Pennsylvania
$816K -$132K -1,406 -13%
MAM
1294
McLean Asset Management
Virginia
$816K -$30.8K -328 -3%
FCMC
1295
Founders Capital Management (Connecticut)
Connecticut
$813K – – –
IBOK
1296
Independence Bank of Kentucky
Kentucky
$811K -$37.6K -400 -4%
GLA
1297
Good Life Advisors
Pennsylvania
$810K +$10K +107 +1%
APW
1298
Austin Private Wealth
Texas
$809K -$18.7K -199 -2%
RPC
1299
Rossmore Private Capital
Connecticut
$803K – – –
MFC
1300
Mechanics Financial Corp
Ohio
$803K +$865K +9,212 New
50 51
52
53 54