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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1951
Richwood Investment Advisors
Ohio
$855K -$9.92K -61 -1%
PAS
1952
Professional Advisory Services
Florida
$854K – – –
BIM
1953
Barton Investment Management
Pennsylvania
$851K – – –
RRA
1954
Round Rock Advisors
Connecticut
$851K -$119K -732 -11%
GIP
1955
Greatmark Investment Partners
Georgia
$850K -$13.8K -85 -1%
LGW
1956
Leslie Global Wealth
Illinois
$849K +$16.9K +104 +2%
LAM
1957
LOM Asset Management
$846K +$14.3K +88 +2%
SWGC
1958
Summit Wealth Group (Colorado)
Colorado
$846K +$260K +1,599 +39%
BFG
1959
Birch Financial Group
New Hampshire
$845K +$176K +1,080 +23%
GCM
1960
Graham Capital Management
Connecticut
$844K +$933K +5,739 New
SDWIA
1961
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$844K -$12K -74 -1%
EB
1962
Exchange Bank
California
$843K -$90.1K -554 -9%
TIP
1963
Tandem Investment Partners
New Jersey
$842K -$3.25K -20 -0.3%
HCM
1964
Hollencrest Capital Management
California
$840K -$113K -696 -11%
SWM
1965
Salvus Wealth Management
New Jersey
$840K +$32.5K +200 +4%
TIS
1966
Titan Investment Solutions
$840K +$928K +5,707 New
OIS
1967
Okabena Investment Services
Minnesota
$839K – – –
PCH
1968
PGIM Custom Harvest
New Jersey
$837K -$320K -1,968 -26%
MB
1969
MidFirst Bank
Oklahoma
$832K -$505K -3,104 -35%
EL
1970
EWA LLC
Pennsylvania
$832K +$132K +814 +17%
OWA
1971
Outlook Wealth Advisors
Texas
$832K +$744K +4,577 +425%
HCM
1972
Howland Capital Management
Massachusetts
$830K -$242K -1,491 -21%
TWM
1973
Tradition Wealth Management
Minnesota
$827K +$28.1K +173 +3%
CIM
1974
Cambria Investment Management
California
$825K -$58K -357 -6%
RYIA
1975
Roehl & Yi Investment Advisors
Oregon
$822K +$138K +849 +18%
77 78
79
80 81