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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1201
Birch Capital Management
Texas
$588K – – –
MIM
1202
Miller Investment Management
Pennsylvania
$588K – – –
BFA
1203
Beacon Financial Advisory
Ohio
$587K +$559K +9,838 New
FFN
1204
Focus Financial Network
Minnesota
$585K +$16.2K +286 +3%
HIM
1205
Hillsdale Investment Management
Ontario, Canada
$585K -$62.5K -1,100 -10%
SAG
1206
Spotlight Asset Group
Illinois
$585K -$38.5K -678 -6%
ERIM
1207
Eagle Ridge Investment Management
Connecticut
$584K +$82.6K +1,454 +17%
MAWCM
1208
Mine & Arao Wealth Creation & Management
California
$583K -$39.8K -701 -7%
BWL
1209
Bogart Wealth LLC
Virginia
$583K -$11.4K -201 -2%
OFS
1210
OneAscent Financial Services
Alabama
$583K +$33.1K +582 +6%
MWA
1211
Marshall Wace Asia
Hong Kong
$583K +$555K +9,763 New
GLLW
1212
Graves Light Lenhart Wealth
Virginia
$582K -$5.23K -92 -0.9%
HB
1213
Horizon Bancorp
Indiana
$581K – – –
FMLI
1214
Fukoku Mutual Life Insurance
Japan
$579K -$85.2K -1,500 -13%
PGAM
1215
Princeton Global Asset Management
New Jersey
$579K -$49.8K -876 -8%
DWA
1216
Douglass Winthrop Advisors
New York
$574K -$12.8K -225 -2%
BOS
1217
Bank of Stockton
California
$573K -$91K -1,602 -14%
LFA
1218
Landmark Financial Advisors
Kentucky
$572K -$34.7K -610 -6%
VAS
1219
Vestmark Advisory Solutions
Massachusetts
$570K +$123K +2,167 +29%
CS
1220
Comerica Securities
Michigan
$568K -$70.3K -1,238 -12%
PFG
1221
PAX Financial Group
Texas
$563K +$59K +1,038 +12%
BA
1222
Bennicas & Associates
California
$561K -$11.4K -200 -2%
HH
1223
Hilltop Holdings
Texas
$560K +$152K +2,670 +40%
IIM
1224
Ipswich Investment Management
Massachusetts
$558K – – –
CRC
1225
Curi RMB Capital
Illinois
$557K -$31.2K -550 -6%
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