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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2201
REDW Wealth
New Mexico
$566K – – –
AWM
2202
Aberdeen Wealth Management
Illinois
$566K -$47.1K -325 -9%
WSC
2203
Wellington Shields & Co
New York
$564K -$72.4K -500 -13%
VWM
2204
Vigilare Wealth Management
Arizona
$563K +$290 +2 +0.1%
PH
2205
Pinnacle Holdings
Oklahoma
$563K -$17.4K -120 -4%
MAM
2206
Mainsail Asset Management
Alabama
$562K – – –
PT
2207
Plimoth Trust
Massachusetts
$562K -$90.5K -625 -16%
RPGK
2208
Retirement Planning Group (Kansas)
Kansas
$559K +$39.5K +273 +9%
CWP
2209
Concord Wealth Partners
Virginia
$559K +$13K +90 +3%
CPC
2210
Consolidated Planning Corp
Georgia
$559K -$683K -4,715 -59%
CAC
2211
Core Alternative Capital
Georgia
$558K -$8.69K -60 -2%
RHP
2212
Royal Harbor Partners
Texas
$557K – – –
PA
2213
Probity Advisors
Texas
$557K -$7.24K -50 -2%
HIC
2214
Hartline Investment Corp
Illinois
$554K – – –
MC
2215
Montag & Caldwell
Georgia
$552K – – –
KL
2216
KilterHowling LLC
Colorado
$551K +$290 +2 +0.1%
SP
2217
Stonebrook Private
Michigan
$550K +$24.3K +168 +5%
JWBC
2218
John W. Bristol & Co
New York
$550K – – –
BWA
2219
Burt Wealth Advisors
Maryland
$549K -$26.2K -181 -5%
CFSG
2220
Community Financial Services Group
Vermont
$549K -$1.88K -13 -0.4%
RAM
2221
Riggs Asset Management
Pennsylvania
$549K – – –
WI
2222
Wintrust Investments
Illinois
$548K -$4.45M -30,725 -91%
1WM
2223
1858 Wealth Management
Ohio
$548K +$81.1K +560 +21%
CFG
2224
Copley Financial Group
California
$546K +$464K +3,206 New
NCM
2225
Noesis Capital Mangement
Florida
$545K +$6.81K +47 +1%
87 88
89
90 91