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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2801
SSI Investment Management
California
$432K -$262K -1,624 -45%
DPI
2802
Diversified Portfolios Inc
Michigan
$432K +$57.3K +355 +22%
W
2803
Wealthquest
Ohio
$432K +$19.2K +119 +6%
MFF
2804
Michels Family Financial
Texas
$432K -$203K -1,257 -39%
FFA
2805
Fi3 Financial Advisors
Indiana
$432K +$11.3K +70 +4%
BSAM
2806
Blue Square Asset Management
New York
$432K – – –
NFC
2807
Northstar Financial Companies
Pennsylvania
$431K -$15.2K -94 -5%
DIM
2808
Delta Investment Management
California
$431K +$31.3K +194 +11%
SIAG
2809
Safeguard Investment Advisory Group
California
$430K +$40.7K +252 +15%
LI
2810
LifeWealth Investments
Florida
$430K +$317K +1,966 New
PJSIMP
2811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$429K +$9.69K +60 +3%
IA
2812
Intellus Advisors
Florida
$429K +$80.3K +497 +34%
MWM
2813
Manske Wealth Management
Texas
$428K +$2.75K +17 +0.9%
CCM
2814
Consolidated Capital Management
California
$428K -$80.7K -500 -20%
SGI
2815
Swan Global Investments
Colorado
$427K +$58.1K +360 +23%
JWM
2816
Jupiter Wealth Management
Colorado
$427K +$283K +1,750 New
BIP
2817
Blue Investment Partners
California
$427K – – –
BC
2818
Bowman & Company
Wisconsin
$427K – – –
MWA
2819
MN Wealth Advisors
Kansas
$427K +$14.9K +92 +5%
PWM
2820
Pines Wealth Management
North Carolina
$426K +$290K +1,797 New
WJA
2821
Willis Johnson & Associates
Texas
$426K +$25.2K +156 +9%
BDFN
2822
Bond & Devick Financial Network
Minnesota
$426K +$20.2K +125 +7%
CFP
2823
Curran Financial Partners
South Carolina
$426K +$314K +1,947 New
SLG
2824
Stanley-Laman Group
Pennsylvania
$425K -$172K -1,066 -35%
LSPW
2825
Lake Street Private Wealth
Illinois
$425K +$64.6K +400 +26%
111 112
113
114 115