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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1701
Buffington Mohr McNeal
Idaho
$316K – – –
EI
1702
Ellevest Inc
New York
$316K +$25.7K +291 +9%
MWPCG
1703
Measured Wealth Private Client Group
New Hampshire
$315K -$87K -985 -21%
TWM
1704
TriaGen Wealth Management
California
$315K -$8.83K -100 -3%
PPP
1705
Private Portfolio Partners
New Jersey
$315K – – –
DDPIC
1706
Deroy & Devereaux Private Investment Counsel
Michigan
$314K – – –
IP
1707
Innovative Portfolios
Indiana
$313K -$12.3K -139 -4%
EGA
1708
Eagle Global Advisors
Texas
$313K +$8.66K +98 +3%
OWP
1709
Obermeyer Wealth Partners
Colorado
$312K – – –
LDFR
1710
Lehman & Derafelo Financial Resources
Pennsylvania
$311K -$168K -1,900 -35%
RWA
1711
RGT Wealth Advisors
Texas
$310K +$12.4K +140 +4%
BCM
1712
BTC Capital Management
Iowa
$309K -$57.5K -651 -15%
CWM
1713
Campbell Wealth Management
Virginia
$309K – – –
KIM
1714
Karpus Investment Management
New York
$309K – – –
NEWAS
1715
N.E.W. Advisory Services
Wisconsin
$309K – – –
TH
1716
TCTC Holdings
Texas
$309K +$95K +1,075 +44%
PWM
1717
Paulson Wealth Management
Illinois
$307K -$182K -2,057 -37%
BFA
1718
Beacon Financial Advisory
Ohio
$306K -$795K -8,998 -72%
WCA
1719
Westover Capital Advisors
Delaware
$306K -$795 -9 -0.3%
BHA
1720
Beech Hill Advisors
New York
$305K – – –
PWMG
1721
Pinnacle Wealth Management Group
Michigan
$305K – – –
SFP
1722
Shepherd Financial Partners
Massachusetts
$304K +$88 +1 +0%
LWM
1723
Laidlaw Wealth Management
New York
$303K -$25.4K -287 -8%
ACA
1724
Anchor Capital Advisors
Massachusetts
$303K +$307K +3,475 New
PB
1725
Pinnacle Bancorp
Nebraska
$301K -$4.86K -55 -2%
67 68
69
70 71