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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1101
St. Johns Investment Management
Florida
$841K +$4.86K +88 +0.6%
LJAC
1102
L.J. Altfest & Co
New York
$837K +$425K +7,692 +102%
LAM
1103
Lingohr Asset Management
Germany
$836K +$840K +15,200 New
SCM
1104
Schnieders Capital Management
California
$835K +$27.9K +505 +3%
LA
1105
Lau Associates
Delaware
$826K -$160K -2,900 -16%
MWM
1106
Mission Wealth Management
California
$824K -$65.7K -1,190 -7%
KFS
1107
Kurt F. Somerville
$822K -$247K -4,475 -23%
LB
1108
Legacy Bridge
Iowa
$818K -$42.9K -776 -5%
LC
1109
LCNB Corp
Ohio
$814K -$17.6K -318 -2%
PCS
1110
Personal CFO Solutions
New Jersey
$809K +$809K +14,639 New
AIM
1111
Axiom Investment Management
New York
$808K -$2.76M -49,922 -77%
FMWA
1112
Forvis Mazars Wealth Advisors
Missouri
$803K +$13.3K +241 +2%
FWM
1113
Fairhaven Wealth Management
Illinois
$798K – – –
UAS
1114
United Asset Strategies
New York
$790K -$50K -905 -6%
WP
1115
WealthSource Partners
California
$790K -$38K -687 -5%
AL
1116
Aspiriant LLC
California
$789K -$8.67K -157 -1%
AOWM
1117
Alpha Omega Wealth Management
Virginia
$789K +$732K +13,260 +1,894%
IA
1118
IFG Advisory
Georgia
$788K -$198K -3,576 -20%
RC
1119
Roundview Capital
New Jersey
$780K -$33.1K -600 -4%
VCA
1120
Verdence Capital Advisors
Maryland
$778K -$142K -2,573 -15%
SWM
1121
SeaCrest Wealth Management
New York
$774K -$8.73K -158 -1%
SMC
1122
Smith, Moore & Co
Missouri
$773K -$62.9K -1,139 -8%
SIA
1123
Starfire Investment Advisers
Michigan
$770K +$60.8K +1,100 +9%
PFBT
1124
Parkside Financial Bank & Trust
Missouri
$765K +$78.7K +1,425 +11%
NCM
1125
Northside Capital Management
Oregon
$763K +$157K +2,846 +26%
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