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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1951
Rock Creek Group
District of Columbia
$84K +$62.9K +859 +167%
CWM
1952
Castle Wealth Management
Florida
$82K – – –
SWM
1953
Stapp Wealth Management
Washington
$82K +$97.7K +1,335 New
SN
1954
Sittner & Nelson
Oregon
$81K -$26.6K -364 -22%
CFFP
1955
Center for Financial Planning
Michigan
$81K – – –
SSC
1956
Syverson Strege & Co
Iowa
$80K +$439 +6 +0.5%
SFO
1957
Standard Family Office
South Dakota
$79K – – –
WSCM
1958
Wellington Shields Capital Management
New York
$79K – – –
BIMC
1959
Benson Investment Management Company
Virginia
$76K – – –
HDIM
1960
Hanson & Doremus Investment Management
Vermont
$75K -$5.49K -75 -6%
EI
1961
Ellevest Inc
New York
$73K -$2.64K -36 -3%
KA
1962
Kozak & Associates
Colorado
$72K -$30.7K -419 -27%
AFIA
1963
America First Investment Advisors
Nebraska
$70K – – –
LSA
1964
Leonteq Securities AG
Switzerland
$68.3K +$81.9K +1,119 New
POIA
1965
Pin Oak Investment Advisors
Texas
$68K – – –
TFS
1966
TrustCore Financial Services
Tennessee
$66K -$5.78K -79 -7%
SC
1967
Solstein Capital
California
$65K – – –
CSPAM
1968
Cary Street Partners Asset Management
Virginia
$65K +$76.9K +1,050 New
CWM
1969
Cranbrook Wealth Management
Michigan
$64K – – –
HWA
1970
HHM Wealth Advisors
Tennessee
$64K – – –
BIA
1971
Bell Investment Advisors
California
$64K +$11.5K +157 +18%
IRC
1972
Investors Research Corp
Georgia
$62K – – –
TF
1973
TimeScale Financial
Massachusetts
$62K +$9.52K +130 +15%
TAM
1974
Tucker Asset Management
Colorado
$61.7K – – –
EIM
1975
Essex Investment Management
Massachusetts
$61K – – –
77 78
79
80 81