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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1526
Global Endowment Management
North Carolina
$244K – – –
ML
1527
McAdam LLC
Pennsylvania
$244K +$261K +5,056 New
TWA
1528
TCI Wealth Advisors
Arizona
$243K -$29.9K -580 -10%
RP
1529
Riverbridge Partners
Minnesota
$242K -$21.1K -408 -8%
FWM
1530
Focused Wealth Management
New York
$242K +$103 +2 +0%
IAMOG
1531
Investors Asset Management of Georgia
Georgia
$241K – – –
FI
1532
FormulaFolio Investments
Michigan
$241K +$9.5K +184 +4%
CAAS
1533
Capital Asset Advisory Services
Michigan
$239K -$125K -2,418 -34%
EHC
1534
Everett Harris & Co
California
$239K -$31.4K -609 -11%
CFSG
1535
Community Financial Services Group
Vermont
$239K +$7.43K +144 +3%
BI
1536
Ballast Inc
Kentucky
$238K -$48.5K -940 -16%
NAM
1537
NTV Asset Management
West Virginia
$238K +$5.16K +100 +2%
APW
1538
Acima Private Wealth
Virginia
$237K -$25.8K -500 -9%
CA
1539
Calton & Associates
Florida
$237K -$21.8K -422 -8%
IIC
1540
Ironwood Investment Counsel
Arizona
$237K +$14.7K +285 +6%
CAL
1541
Capital Advisors Ltd
Ohio
$235K +$1.86K +36 +0.7%
CIA
1542
Cascade Investment Advisors
Oregon
$234K -$2.58K -50 -1%
TNA
1543
True North Advisors
Texas
$234K +$1.34K +26 +0.5%
WCAMG
1544
Woodard & Company Asset Management Group
North Carolina
$232K – – –
IAIM
1545
International Assets Investment Management
Florida
$232K +$248K +4,800 New
WWM
1546
Western Wealth Management
Colorado
$231K +$2.73K +53 +1%
WCM
1547
Windsor Capital Management
Arizona
$231K +$247K +4,783 New
ACG
1548
Allen Capital Group
Nebraska
$229K -$348K -6,733 -59%
TCBWMS
1549
Texas Capital Bank Wealth Management Services
Texas
$229K -$279K -5,399 -53%
EH
1550
Equitable Holdings
New York
$229K +$14.6K +282 +6%
60 61
62
63 64