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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2751
Crescent Sterling
Louisiana
$280K +$326K +2,001 New
PVM
2752
Palogic Value Management
Texas
$280K – – –
OGC
2753
One68 Global Capital
New York
$280K +$326K +2,000 New
PAP
2754
Persistent Asset Partners
Hong Kong
$280K +$326K +2,000 New
KWS
2755
Keystone Wealth Services
California
$280K +$18.2K +112 +6%
BSB
2756
Bangor Savings Bank
Maine
$279K -$19.9K -122 -6%
WWA
2757
Wisconsin Wealth Advisors
Wisconsin
$279K -$814 -5 -0.2%
WA
2758
Wealthstream Advisors
New York
$279K +$14.2K +87 +5%
VCM
2759
Vision Capital Management
Oregon
$278K +$324K +1,991 New
TC
2760
Trust Company
Kansas
$278K -$262K -1,609 -45%
CFGA
2761
Cambridge Financial Group (Arizona)
Arizona
$276K – – –
BSAM
2762
Blue Square Asset Management
New York
$276K – – –
ACA
2763
Affinity Capital Advisors
California
$276K +$29.8K +183 +10%
FSC
2764
Full Sail Capital
Oklahoma
$276K -$9.93K -61 -3%
CCP
2765
Clarity Capital Partners
California
$276K -$54.2K -333 -14%
BOPW
2766
Brandywine Oak Private Wealth
Pennsylvania
$274K +$163 +1 +0.1%
PCS
2767
Private Client Services
Kentucky
$274K +$23.8K +146 +8%
1WM
2768
1858 Wealth Management
Ohio
$273K -$47.7K -293 -13%
GCP
2769
Gill Capital Partners
Colorado
$273K +$30.8K +189 +11%
LAM
2770
Lakewood Asset Management
Illinois
$273K -$73.9K -454 -19%
BC
2771
Bowman & Company
Wisconsin
$273K -$3.42K -21 -1%
BIP
2772
Blue Investment Partners
California
$273K – – –
PRI
2773
Prepared Retirement Institute
Pennsylvania
$273K +$163 +1 +0.1%
CIA
2774
Compass Ion Advisors
Pennsylvania
$272K -$7K -43 -2%
AFAS
2775
Acorn Financial Advisory Services
Virginia
$272K -$214K -1,317 -40%
109 110
111
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