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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1726
REDW Wealth
New Mexico
$301K – – –
GAM
1727
Gould Asset Management
California
$300K -$119K -1,342 -28%
RHP
1728
Royal Harbor Partners
Texas
$300K -$53K -600 -15%
ICG
1729
InterOcean Capital Group
Tennessee
$300K +$304K +3,445 New
BPCE
1730
Bank Pictet & Cie (Europe)
Germany
$299K -$6.52M -73,816 -96%
WCM
1731
Whitener Capital Management
North Carolina
$299K -$8.83K -100 -2%
WGAM
1732
Wilkinson Global Asset Management
New York
$298K +$72.5K +821 +32%
SWM
1733
Soundmark Wealth Management
Washington
$297K -$7.42K -84 -2%
WCM
1734
Windsor Capital Management
Arizona
$297K +$265 +3 +0.1%
WMP
1735
Wealth Management Partners
Arizona
$297K +$34.4K +390 +13%
FAM
1736
Flaharty Asset Management
Florida
$297K +$301K +3,405 New
OCPWS
1737
One Charles Private Wealth Services
Massachusetts
$296K +$177 +2 +0.1%
KCM
1738
Kathmere Capital Management
Pennsylvania
$296K +$300K +3,396 New
KFA
1739
Krane Funds Advisors
New York
$296K +$300K +3,397 New
MF
1740
Montis Financial
Massachusetts
$294K -$175K -1,980 -38%
CAC
1741
Certified Advisory Corp
Florida
$294K -$8.92K -101 -3%
GSIS
1742
Global Strategic Investment Solutions
Arizona
$294K – – –
RWM
1743
RKL Wealth Management
Pennsylvania
$293K -$3K -34 -1%
OA
1744
Oxbow Advisors
Texas
$292K -$40.1K -454 -12%
BWA
1745
Burt Wealth Advisors
Maryland
$292K – – –
HI
1746
Hudock Inc
Pennsylvania
$292K +$442 +5 +0.1%
LF
1747
Lantz Financial
Illinois
$292K +$5.65K +64 +2%
RA
1748
RFG Advisory
Alabama
$292K +$46.5K +527 +19%
ICM
1749
IMS Capital Management
Oregon
$291K – – –
HIC
1750
Hartline Investment Corp
Illinois
$290K -$48.6K -550 -14%
68 69
70
71 72