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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
2526
Hixon Zuercher
Ohio
$599K -$1.48M -6,227 -67%
NAS
2527
NWF Advisory Services
California
$597K +$49.8K +209 +7%
EFG
2528
Embree Financial Group
Illinois
$597K +$38.6K +162 +6%
SFG
2529
Snider Financial Group
Washington
$597K – – –
BPW
2530
BlueDoor Private Wealth
Massachusetts
$597K +$729K +3,063 New
PP
2531
Pearl Planning
Michigan
$596K +$728K +3,056 New
MFP
2532
Meramec Financial Planners
Missouri
$595K +$992K +4,166 New
NWM
2533
Northcape Wealth Management
New York
$595K -$26.2K -110 -3%
AA
2534
Aire Advisors
California
$594K -$121K -507 -14%
DWG
2535
Darden Wealth Group
Michigan
$594K -$168K -705 -19%
SFS
2536
Stiles Financial Services
Minnesota
$594K +$470K +1,975 +184%
OBWP
2537
O'Brien Wealth Partners
Massachusetts
$593K -$1.19K -5 -0.2%
PRRFG
2538
Paul R. Ried Financial Group
Washington
$592K – – –
AIA
2539
Aventus Investment Advisors
Florida
$591K +$9.29K +39 +1%
MSR
2540
Main Street Research
Connecticut
$591K -$192K -805 -21%
PWA
2541
Pitcairn Wealth Advisors
Pennsylvania
$589K +$720K +3,022 New
PSCM
2542
Per Stirling Capital Management
Texas
$589K +$79.5K +334 +12%
BFP
2543
Birchwood Financial Partners
Minnesota
$588K +$719K +3,018 New
CP
2544
Creekside Partners
California
$586K – – –
EWA
2545
Eagle Wealth Advisors
Connecticut
$586K +$716K +3,007 New
NA
2546
Nautilus Advisors
California
$586K -$33.3K -140 -4%
TDB
2547
Thompson David Blair
$586K +$715K +3,005 New
AAM
2548
AR Asset Management
California
$585K – – –
OSNBOA
2549
Old Second National Bank of Aurora
Illinois
$585K -$476K -2,001 -40%
GCM
2550
GKV Capital Management
California
$585K -$1.39M -5,855 -66%
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102
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