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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2801
LWM Advisory Services
Florida
$323K +$95.7K +528 +31%
DI
2802
DDFG Inc
California
$323K -$906 -5 -0.2%
WEG
2803
World Equity Group
Illinois
$323K +$399K +2,203 New
MHIC
2804
Marble Harbor Investment Counsel
Massachusetts
$322K -$18.1K -100 -4%
WIC
2805
Wilkins Investment Counsel
Massachusetts
$322K – – –
SWG
2806
Summit Wealth Group
Vermont
$322K +$4.71K +26 +1%
CVA
2807
Central Valley Advisors
California
$322K -$20.1K -111 -5%
WHCI
2808
W.H. Cornerstone Investments
Massachusetts
$321K -$10.3K -57 -3%
GPI
2809
General Partner Inc
Pennsylvania
$321K – – –
KTC
2810
Kentucky Trust Company
Kentucky
$321K +$7.43K +41 +2%
VPW
2811
Vaquero Private Wealth
Texas
$320K +$395K +2,182 New
GSIAS
2812
Garden State Investment Advisory Services
New Jersey
$319K +$81K +447 +26%
CL
2813
CLG LLC
California
$317K +$4.53K +25 +1%
AIFAIM
2814
American Institute for Advanced Investment Management
Arizona
$317K – – –
ZWA
2815
Zinnia Wealth Advisory
Florida
$317K +$6.52K +36 +2%
CTB
2816
Country Trust Bank
Illinois
$316K – – –
APW
2817
Aurora Private Wealth
New Jersey
$315K +$126K +694 +48%
LC
2818
Lincoln Capital
Nebraska
$315K +$4.89K +27 +1%
PHWM
2819
Pine Harbor Wealth Management
Maryland
$314K – – –
LWA
2820
Legacy Wealth Advisors
Florida
$314K -$878K -4,842 -69%
B
2821
Bayban
Minnesota
$314K – – –
RFA
2822
ROI Financial Advisors
Oregon
$313K +$17K +94 +5%
CCAM
2823
Cascades Capital Asset Management
North Carolina
$313K +$14.7K +81 +4%
MAM
2824
Martingale Asset Management
Massachusetts
$313K +$38.4K +212 +11%
RFN
2825
RDA Financial Network
Iowa
$312K -$9.79K -54 -2%
111 112
113
114 115