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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
1901
Burton Enright Welch
California
$563K – – –
GWP
1902
Gen-Wealth Partners
Michigan
$563K +$513K +4,484 New
HC
1903
Hara Capital
Washington
$562K – – –
CFG
1904
Cooper Financial Group
California
$562K -$64.8K -566 -11%
SGA
1905
Seaport Global Advisors
Massachusetts
$562K +$512K +4,471 New
FCG
1906
Fielder Capital Group
Tennessee
$561K -$8.24K -72 -2%
JWM
1907
JPL Wealth Management
Colorado
$560K +$24K +210 +5%
SFP
1908
Shepherd Financial Partners
Massachusetts
$558K +$1.6K +14 +0.3%
BHBT
1909
Burke & Herbert Bank & Trust
Virginia
$557K -$111K -972 -18%
ECM
1910
Exchange Capital Management
Michigan
$557K +$29.3K +256 +6%
PMSA
1911
Patrick M. Sweeney & Associates
Illinois
$556K +$186K +1,629 +58%
OWA
1912
Opal Wealth Advisors
New York
$555K +$124K +1,087 +33%
BI
1913
Ballast Inc
Kentucky
$555K – – –
BWM
1914
Birchcreek Wealth Management
Ohio
$554K +$12.1K +106 +2%
WDA
1915
Wendell David Associates
New Hampshire
$554K -$33.4K -292 -6%
SHA
1916
Seneca House Advisors
Virginia
$554K – – –
TPW
1917
Transatlantique Private Wealth
New York
$553K +$182K +1,592 +57%
ETC
1918
Exchange Traded Concepts
Oklahoma
$552K -$469K -4,102 -48%
HWA
1919
Heartwood Wealth Advisors
Virginia
$552K – – –
WAG
1920
Winthrop Advisory Group
Massachusetts
$552K +$4.69K +41 +0.9%
WA
1921
Wambolt & Associates
Colorado
$552K +$37.2K +325 +8%
MGAM
1922
McGowan Group Asset Management
Texas
$551K -$2.06K -18 -0.4%
WFI
1923
West Family Investments
California
$551K +$44.4K +388 +10%
KAS
1924
KPP Advisory Services
Kentucky
$548K -$19.7K -172 -4%
FWCM
1925
Ferguson Wellman Capital Management
Oregon
$548K +$22.7K +198 +5%
75 76
77
78 79