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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1851
FAS Wealth Partners
Kansas
$961K +$69.9K +430 +7%
WIM
1852
Wiregrass Investment Management
Georgia
$961K +$82.7K +509 +8%
UF
1853
Univest Financial
Pennsylvania
$960K -$28.3K -174 -3%
FCAS
1854
First Command Advisory Services
Texas
$960K +$31.2K +192 +3%
1IA
1855
1834 Investment Advisors
Wisconsin
$958K – – –
HWA
1856
HCR Wealth Advisors
California
$955K -$3.16M -19,460 -75%
CF
1857
Cyr Financial
Illinois
$954K +$326K +2,003 +45%
CAM
1858
Congress Asset Management
Massachusetts
$954K -$14.7M -90,490 -93%
FFWA
1859
FRG Family Wealth Advisors
Washington
$952K -$316K -1,944 -23%
BFG
1860
Beto Financial Group
Idaho
$951K -$19.7K -121 -2%
NG
1861
Northstar Group
New York
$951K -$21.8K -134 -2%
SLC
1862
Second Line Capital
Louisiana
$950K +$230K +1,418 +32%
RCM
1863
Radnor Capital Management
Pennsylvania
$950K – – –
CIS
1864
Capital International Sarl
California
$949K -$156K -962 -13%
DM
1865
Diversified Management
Wisconsin
$948K +$271K +1,667 +35%
CWS
1866
Cypress Wealth Services
California
$947K +$16.9K +104 +2%
ACM
1867
Altrius Capital Management
North Carolina
$945K +$18K +111 +2%
TAFW
1868
Tred Avon Family Wealth
Maryland
$944K -$59.2K -364 -5%
CAG
1869
Csenge Advisory Group
Florida
$943K -$138K -852 -12%
SIM
1870
Samara Investment Management
Oregon
$941K +$1.04M +6,396 New
PCI
1871
Planning Center Inc
Illinois
$938K – – –
AIM
1872
AMI Investment Management
Indiana
$937K -$30.4K -187 -3%
TBWA
1873
Three Bridge Wealth Advisors
California
$936K -$905K -5,570 -47%
PA
1874
PFG Advisors
Arizona
$936K +$66.5K +409 +7%
MWP
1875
Meriwether Wealth & Planning
Louisiana
$935K +$185K +1,140 +22%
73 74
75
76 77