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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2626
J.M. Forbes & Co
Massachusetts
$230K – – –
ACA
2627
Affinity Capital Advisors
California
$230K – – –
DIA
2628
Davidson Investment Advisors
Montana
$229K -$551K -4,440 -73%
MG
2629
Marex Group
$229K -$182K -1,464 -47%
AT
2630
Arvest Trust
Oklahoma
$228K +$201K +1,618 New
JWM
2631
Janiczek Wealth Management
Colorado
$228K +$24.8K +200 +14%
DPI
2632
Diversified Portfolios Inc
Michigan
$228K – – –
MWA
2633
Mills Wealth Advisors
Texas
$228K -$12.3K -99 -6%
JWBC
2634
J.W. Burns & Co
New York
$228K – – –
TFA
2635
Tobias Financial Advisors
Florida
$228K +$200K +1,614 New
CCM
2636
Canal Capital Management
Virginia
$227K +$200K +1,611 New
CFFP
2637
Center for Financial Planning
Michigan
$227K -$14.4K -116 -7%
RK
2638
Rather & Kittrell
Tennessee
$227K -$1.86K -15 -0.9%
SP
2639
Successful Portfolios
Florida
$227K -$2.48K -20 -1%
BSB
2640
Bangor Savings Bank
Maine
$227K +$17K +137 +9%
PSF
2641
Pacific Sun Financial
California
$227K +$199K +1,606 New
SCM
2642
Spreng Capital Management
Ohio
$227K +$199K +1,606 New
COCM
2643
Charter Oak Capital Management
New Hampshire
$226K -$23.3K -188 -11%
PP
2644
Pingora Partners
Wyoming
$226K – – –
WFA
2645
Woodward Financial Advisors
North Carolina
$226K +$196K +1,576 New
TW
2646
Transform Wealth
Colorado
$225K -$124 -1 -0.1%
JSAM
2647
J. Safra Asset Management
New York
$225K +$139K +1,119 +235%
RWM
2648
Revisor Wealth Management
Ohio
$225K -$103K -826 -34%
GWM
2649
GDS Wealth Management
Texas
$225K -$67.3K -542 -25%
IA
2650
IAM Advisory
Pennsylvania
$224K -$2.73K -22 -1%
104 105
106
107 108