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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1526
Cypress Wealth Services
California
$246K +$38.9K +753 +17%
GEM
1527
Global Endowment Management
North Carolina
$244K – – –
ML
1528
McAdam LLC
Pennsylvania
$244K +$261K +5,056 New
TWA
1529
TCI Wealth Advisors
Arizona
$243K -$29.9K -580 -10%
RP
1530
Riverbridge Partners
Minnesota
$242K -$21.1K -408 -8%
FWM
1531
Focused Wealth Management
New York
$242K +$103 +2 +0%
IAMOG
1532
Investors Asset Management of Georgia
Georgia
$241K – – –
FI
1533
FormulaFolio Investments
Michigan
$241K +$9.5K +184 +4%
CAAS
1534
Capital Asset Advisory Services
Michigan
$239K -$125K -2,418 -34%
EHC
1535
Everett Harris & Co
California
$239K -$31.4K -609 -11%
CFSG
1536
Community Financial Services Group
Vermont
$239K +$7.43K +144 +3%
BI
1537
Ballast Inc
Kentucky
$238K -$48.5K -940 -16%
NAM
1538
NTV Asset Management
West Virginia
$238K +$5.16K +100 +2%
APW
1539
Acima Private Wealth
Virginia
$237K -$25.8K -500 -9%
CA
1540
Calton & Associates
Florida
$237K -$21.8K -422 -8%
IIC
1541
Ironwood Investment Counsel
Arizona
$237K +$14.7K +285 +6%
CAL
1542
Capital Advisors Ltd
Ohio
$235K +$1.86K +36 +0.7%
CIA
1543
Cascade Investment Advisors
Oregon
$234K -$2.58K -50 -1%
TNA
1544
True North Advisors
Texas
$234K +$1.34K +26 +0.5%
WCAMG
1545
Woodard & Company Asset Management Group
North Carolina
$232K – – –
IAIM
1546
International Assets Investment Management
Florida
$232K +$248K +4,800 New
WWM
1547
Western Wealth Management
Colorado
$231K +$2.73K +53 +1%
WCM
1548
Windsor Capital Management
Arizona
$231K +$247K +4,783 New
ACG
1549
Allen Capital Group
Nebraska
$229K -$348K -6,733 -59%
TCBWMS
1550
Texas Capital Bank Wealth Management Services
Texas
$229K -$279K -5,399 -53%
60 61
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63 64