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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2101
Novem Group
New York
$651K +$280K +1,720 +59%
CW
2102
Channel Wealth
California
$651K -$326 -2 -0%
BEW
2103
Burton Enright Welch
California
$649K +$39.9K +245 +6%
JWM
2104
JPL Wealth Management
Colorado
$649K -$19.2K -118 -2%
CWA
2105
Clarity Wealth Advisors
California
$648K -$4.23K -26 -0.6%
LWM
2106
Lodestone Wealth Management
Washington
$645K +$488 +3 +0.1%
MAM
2107
McLean Asset Management
Virginia
$645K -$44K -270 -5%
A
2108
AustralianSuper
Australia
$644K +$750K +4,604 New
QPWM
2109
Quadrant Private Wealth Management
Pennsylvania
$643K +$5.05K +31 +0.7%
SSWM
2110
Smith Salley Wealth Management
North Carolina
$642K +$67.1K +412 +10%
SIM
2111
Sentry Investment Management
Wisconsin
$642K -$246K -1,509 -23%
GWM
2112
GK Wealth Management
Nevada
$642K -$22.3K -137 -3%
BTC
2113
Bank & Trust Company
Illinois
$642K – – –
BHPW
2114
Beverly Hills Private Wealth
California
$640K -$28.3K -174 -4%
WE
2115
Wealth Effects
Massachusetts
$640K -$254K -1,560 -25%
AWM
2116
Accredited Wealth Management
Kentucky
$638K +$7.65K +47 +1%
CA
2117
Callahan Advisors
Texas
$637K -$611K -3,753 -45%
TC
2118
Trilogy Capital
California
$636K +$16.9K +104 +2%
CAC
2119
Certified Advisory Corp
Florida
$636K -$8.79K -54 -1%
MCA
2120
Magnolia Capital Advisors
Mississippi
$635K -$8.63K -53 -1%
FPL
2121
Fortress Private Ledger
North Carolina
$635K +$141K +867 +24%
1WM
2122
1900 Wealth Management
Texas
$634K +$137K +839 +23%
CBT
2123
CoreFirst Bank & Trust
Kansas
$634K -$4.88K -30 -0.7%
FP
2124
Financial Perspectives
Minnesota
$634K – – –
CIC
2125
Chilton Investment Company
Connecticut
$633K +$737K +4,527 New
83 84
85
86 87