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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1776
Selective Wealth Management
Virginia
$10K – – –
NC
1777
NewSquare Capital
Pennsylvania
$10K +$10.3K +200 +1,250%
CAM
1778
ClariVest Asset Management
California
$8K -$3.61K -70 -31%
GSC
1779
G&S Capital
Colorado
$8K – – –
WIM
1780
Westside Investment Management
California
$7.21K +$1.3M +25,192 New
FA
1781
Fortis Advisors
Pennsylvania
$7K -$19.6K -380 -71%
WB
1782
West Bancorporation
Iowa
$7K -$6.61K -128 -48%
LS
1783
Leelyn Smith
Illinois
$7K – – –
HWM
1784
HighMark Wealth Management
Minnesota
$7K +$52 +1 +0.6%
GC
1785
Globeflex Capital
California
$6K – – –
DTIM
1786
Danda Trouve Investment Management
Kansas
$6K +$52 +1 +0.9%
NG
1787
NWK Group
California
$5K -$18.1K -350 -78%
1W
1788
1776 Wealth
Georgia
$4K – – –
CCM
1789
Cribstone Capital Management
Maine
$4K – – –
MFT
1790
Moisand Fitzgerald Tamayo
Florida
$3K -$7.07K -137 -72%
CMA
1791
Cedar Mountain Advisors
Oregon
$2K – – –
TWP
1792
TFO Wealth Partners
Ohio
$2K – – –
AW
1793
Avion Wealth
Texas
$2K +$1.91K +37 New
FWM
1794
Filbrandt Wealth Management
Wisconsin
$2K +$2.06K +40 New
LWA
1795
Lenox Wealth Advisors
New York
$1K -$1.19K -23 -45%
HCM
1796
Highlander Capital Management
New Jersey
$1K – – –
NEIRG
1797
New England Investment & Retirement Group
Massachusetts
$1K +$1.29K +25 New
CSIA
1798
Charles Schwab Investment Advisory
California
– -$294M -5,545,611 Closed
MVIP
1799
Mar Vista Investment Partners
California
– -$134M -2,523,548 Closed
B
1800
BloombergSen
Ontario, Canada
– -$76.6M -1,445,562 Closed
70 71
72
73 74