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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
2151
Old Port Advisors
Maine
$275K +$300K +2,592 New
FC
2152
Financial Council
Maryland
$274K – – –
D
2153
Diversified
Delaware
$274K +$5.56K +48 +2%
FL
2154
Fort LP
Maryland
$274K -$19.4K -168 -6%
HTHT
2155
Hemenway Trust Hemenway Trust
New Hampshire
$274K – – –
TCBWMS
2156
Texas Capital Bank Wealth Management Services
Texas
$273K +$2.66K +23 +0.9%
SWM
2157
Soundmark Wealth Management
Washington
$273K +$299K +2,582 New
LCWP
2158
Legacy Capital Wealth Partners
Arkansas
$273K +$299K +2,582 New
LWM
2159
Lyell Wealth Management
California
$273K +$116 +1 +0%
AWA
2160
Alta Wealth Advisors
Massachusetts
$272K +$297K +2,568 New
EWM
2161
Executive Wealth Management
Michigan
$272K +$66.8K +577 +29%
PRS
2162
Pinkerton Retirement Specialists
Idaho
$272K -$127K -1,097 -30%
SCM
2163
Stonehearth Capital Management
Massachusetts
$271K – – –
DI
2164
DDFG Inc
California
$271K -$58.8K -508 -17%
CCIA
2165
Campbell & Co Investment Adviser
Maryland
$271K -$250K -2,157 -46%
NA
2166
Navellier & Associates
Nevada
$271K +$296K +2,557 New
RFA
2167
Resurgent Financial Advisors
Georgia
$271K -$49.7K -429 -14%
KFS
2168
Kelly Financial Services
Massachusetts
$270K +$4.75K +41 +2%
SWM
2169
Segment Wealth Management
Texas
$268K +$89.5K +773 +44%
XC
2170
XY Capital
Hong Kong
$268K +$293K +2,527 New
NRC
2171
New Republic Capital
North Carolina
$267K +$34K +294 +13%
IP
2172
Ignite Planners
California
$267K -$46.3K -400 -14%
MM
2173
MQS Management
New York
$266K -$246K -2,121 -46%
SFM
2174
Signet Financial Management
New Jersey
$265K +$8.1K +70 +3%
WAM
2175
Werlinich Asset Management
Connecticut
$265K +$2.43K +21 +0.8%
85 86
87
88 89