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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2226
High Note Wealth
Minnesota
$547K – – –
MGAM
2227
McGowan Group Asset Management
Texas
$546K +$2.6K +16 +0.4%
GWS
2228
Greykasell Wealth Strategies
California
$545K – – –
MTIM
2229
Marathon Trading Investment Management
Pennsylvania
$544K +$634K +3,894 New
KA
2230
KLCM Advisors
Wisconsin
$543K +$13.7K +84 +2%
RAM
2231
Ramirez Asset Management
New York
$543K +$633K +3,886 New
SFC
2232
SYM Financial Corp
Indiana
$543K -$14.5K -89 -2%
TDC
2233
Thompson Davis & Co
Virginia
$543K +$202K +1,240 +47%
CAGAS
2234
Capital Advisory Group Advisory Services
Minnesota
$541K -$1.47K -9 -0.2%
LRIA
2235
Leonard Rickey Investment Advisors
Washington
$540K -$167K -1,023 -20%
MCM
2236
Monarch Capital Management
Indiana
$540K – – –
OHWP
2237
Oak Harbor Wealth Partners
North Carolina
$540K +$364K +2,233 +137%
GAM
2238
GEM Asset Management
Michigan
$538K -$45.3K -278 -7%
CRI
2239
Colonial River Investments
Virginia
$535K -$125K -770 -17%
RBC
2240
Roble Belko & Company
Pennsylvania
$535K – – –
GHA
2241
GW Henssler & Associates
Georgia
$535K -$22.5K -138 -3%
AWA
2242
Alta Wealth Advisors
Massachusetts
$533K +$3.09K +19 +0.5%
PA
2243
Parkside Advisors
California
$533K -$8.3K -51 -1%
WPW
2244
Warther Private Wealth
Ohio
$533K +$30.8K +189 +5%
CPA
2245
Capital Performance Advisors
California
$532K +$245K +1,502 +65%
OCPWS
2246
One Charles Private Wealth Services
Massachusetts
$532K +$18.2K +112 +3%
RL
2247
Rogco LP
Oklahoma
$531K -$174K -1,067 -22%
PP
2248
Patron Partners
Texas
$530K +$1.3K +8 +0.2%
HIC
2249
Hartline Investment Corp
Illinois
$530K +$88.1K +541 +17%
MPM
2250
Meritage Portfolio Management
Kansas
$530K -$8.95K -55 -1%
88 89
90
91 92