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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1926
KilterHowling LLC
Colorado
$276K +$297K +3,162 New
COI
1927
Connable Office Inc
Michigan
$275K – – –
MHIC
1928
Marble Harbor Investment Counsel
Massachusetts
$275K – – –
TPA
1929
Trivium Point Advisory
Connecticut
$275K +$19.2K +205 +7%
CFCI
1930
Comprehensive Financial Consultants Institutional
Indiana
$275K +$339K +3,606 New
IAIM
1931
International Assets Investment Management
Florida
$274K -$220K -2,338 -43%
CWG
1932
Cornerstone Wealth Group
North Carolina
$274K -$106K -1,126 -26%
I
1933
IMPACTfolio
Colorado
$273K +$294K +3,129 New
RIA
1934
Realta Investment Advisors
Delaware
$272K -$11.7K -125 -4%
BA
1935
Bluesphere Advisors
Pennsylvania
$272K – – –
FFA
1936
Freedman Financial Associates
Massachusetts
$272K +$205K +2,183 +234%
FPOC
1937
Financial Planners of Cleveland
Ohio
$272K +$291K +3,095 New
STB
1938
S&T Bank
Pennsylvania
$272K +$292K +3,112 New
APW
1939
Aurora Private Wealth
New Jersey
$271K -$3.66K -39 -1%
PG
1940
Patten Group
Tennessee
$271K +$32.7K +348 +13%
KWM
1941
Kolinsky Wealth Management
New Jersey
$271K +$292K +3,112 New
AIC
1942
Archer Investment Corporation
Indiana
$270K – – –
AWM
1943
Aries Wealth Management
Maine
$270K – – –
DLG
1944
Daniel L. Goodwin
$270K – – –
SMA
1945
Sage Mountain Advisors
Georgia
$270K +$37.7K +402 +15%
OPA
1946
Old Port Advisors
Maine
$269K – – –
AWAG
1947
ARS Wealth Advisors Group
Florida
$269K +$56.3K +600 +24%
SAM
1948
Sompo Asset Management
Japan
$268K +$23.5K +250 +9%
CAM
1949
Congress Asset Management
Massachusetts
$266K -$1.41K -15 -0.5%
VCM
1950
Vivaldi Capital Management
Illinois
$266K +$1.03K +11 +0.4%
76 77
78
79 80