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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1801
Ballast Advisors
Minnesota
$368K +$17K +194 +5%
HFA
1802
High Falls Advisors
New York
$368K -$17.5K -200 -5%
CFP
1803
Catalyst Financial Partners
Massachusetts
$366K +$58.4K +666 +20%
VWM
1804
Vigilare Wealth Management
Arizona
$366K +$526 +6 +0.2%
FIBT
1805
First International Bank & Trust
North Dakota
$366K – – –
DWM
1806
Defined Wealth Management
Oregon
$365K – – –
IPW
1807
Invictus Private Wealth
Colorado
$362K -$3.95K -45 -1%
FP
1808
Financial Perspectives
Minnesota
$361K – – –
CH
1809
Canton Hathaway
Rhode Island
$361K +$87.7K +1,000 +35%
PCS
1810
Personal CFO Solutions
New Jersey
$361K +$12.7K +145 +4%
WWP
1811
Waypoint Wealth Partners
California
$360K -$21.9K -250 -6%
GA
1812
Greenspring Advisors
Maryland
$359K – – –
LNWTC
1813
Laird Norton Wetherby Trust Company
Washington
$359K – – –
RCS
1814
Retirement Capital Strategies
California
$358K -$56.1K -640 -14%
QFA
1815
Quantum Financial Advisors
California
$358K – – –
LRIA
1816
Leonard Rickey Investment Advisors
Washington
$357K +$30.4K +347 +10%
BEI
1817
Benjamin Edwards Inc
Missouri
$357K -$28.9K -330 -8%
HWM
1818
Horizon Wealth Management
Illinois
$356K +$351 +4 +0.1%
WWM
1819
Windsor Wealth Management
Indiana
$356K -$22.1K -252 -6%
TWA
1820
TCI Wealth Advisors
Arizona
$356K -$36.2K -413 -10%
PP
1821
Patron Partners
Texas
$353K -$2.72K -31 -0.8%
CA
1822
CGN Advisors
Kansas
$351K -$11.1K -127 -3%
PA
1823
Procyon Advisors
Connecticut
$350K +$80.8K +922 +32%
CFA
1824
Cahill Financial Advisors
Minnesota
$349K -$8.68K -99 -3%
KWM
1825
Kolinsky Wealth Management
New Jersey
$349K +$15.1K +172 +5%
71 72
73
74 75