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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1301
Westside Investment Management
California
$2.49M – – –
CA
1302
Claro Advisors
Massachusetts
$2.49M -$1.16M -6,542 -30%
FHWM
1303
Fox Hill Wealth Management
Massachusetts
$2.48M +$29.7K +167 +1%
CG
1304
Corundum Group
Colorado
$2.48M +$1.1M +6,167 +71%
WKWM
1305
Walter & Keenan Wealth Management
Indiana
$2.47M -$51.7K -291 -2%
SC
1306
Sapient Capital
Indiana
$2.46M -$641K -3,610 -20%
SWP
1307
Sagespring Wealth Partners
Tennessee
$2.46M +$2.62M +14,740 New
LIP
1308
Lighthouse Investment Partners
Florida
$2.46M +$487K +2,740 +23%
EWA
1309
EverSource Wealth Advisors
Alabama
$2.45M +$75.7K +426 +3%
SAG
1310
SageView Advisory Group
California
$2.45M +$775K +4,365 +42%
OIA
1311
Optimum Investment Advisors
Illinois
$2.45M -$187K -1,050 -7%
AIC
1312
Argus Investors Counsel
New York
$2.44M -$44.9K -253 -2%
WFC
1313
Western Financial Corp
California
$2.43M +$2.59M +14,582 New
CAM
1314
Covenant Asset Management
New Jersey
$2.42M -$706K -3,975 -21%
PI
1315
Point72 Italy
Italy
$2.42M -$1.45M -8,179 -36%
MWM
1316
Modern Wealth Management
Kansas
$2.41M +$1.6M +8,987 +164%
HWMO
1317
Heritage Wealth Management (Ohio)
Ohio
$2.4M -$45.1K -254 -2%
LF
1318
Lantz Financial
Illinois
$2.4M +$63.8K +359 +3%
SM
1319
Sciencast Management
New Jersey
$2.39M +$2.54M +14,320 New
DLCIG
1320
D.L. Carlson Investment Group
New Hampshire
$2.38M +$2.54M +14,312 New
SWM
1321
SeaCrest Wealth Management
New York
$2.38M -$152K -855 -6%
CG
1322
Castellan Group
Kentucky
$2.37M -$1.04M -5,839 -29%
AIA
1323
AIMZ Investment Advisors
California
$2.37M -$35.5K -200 -1%
RBFC
1324
Roman Butler Fullerton & Co
Missouri
$2.36M +$51.9K +292 +2%
CRC
1325
Curi RMB Capital
Illinois
$2.36M -$2.07M -11,679 -45%
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