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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1301
Wimmer Associates 1
California
$437K -$5.99K -125 -1%
MHS
1302
M Holdings Securities
Oregon
$434K +$6.33K +132 +1%
LFA
1303
Landmark Financial Advisors
Kentucky
$434K +$9.58K +200 +2%
XWM
1304
Xcel Wealth Management
Florida
$432K +$459K +9,581 New
AWM
1305
Aevitas Wealth Management
Massachusetts
$430K +$479 +10 +0.1%
SA
1306
Strategic Advisors
New York
$429K +$144 +3 +0%
TAM
1307
Trillium Asset Management
Massachusetts
$426K -$16.6K -347 -4%
SWM
1308
SVA Wealth Management
Wisconsin
$424K -$9.15K -191 -2%
LC
1309
Landaas & Company
Wisconsin
$424K – – –
PCM
1310
Penserra Capital Management
California
$421K -$359K -7,496 -44%
OCM
1311
Orser Capital Management
Texas
$420K – – –
MBT
1312
Montecito Bank & Trust
California
$418K -$22.2K -463 -5%
SFA
1313
Stewardship Financial Advisors
Georgia
$418K +$10.3K +215 +2%
TRAM
1314
Tuscan Ridge Asset Management
Illinois
$418K +$444K +9,268 New
CPO
1315
Cerity Partners OCIO
New York
$415K -$2.25K -47 -0.5%
DAM
1316
Delta Asset Management
Tennessee
$415K – – –
SIA
1317
Sit Investment Associates
Minnesota
$415K – – –
CGL
1318
Clarius Group LLC
Washington
$415K +$112K +2,338 +34%
NNP
1319
Nachman Norwood & Parrott
South Carolina
$408K +$433K +9,045 New
SFFS
1320
Stonehage Fleming Financial Services
Jersey
$406K – – –
NJBEST
1321
New Jersey Better Educational Savings Trust
New Jersey
$406K +$431K +9,000 New
ICM
1322
IMS Capital Management
Oregon
$404K – – –
FIA
1323
Foundations Investment Advisors
Arizona
$403K +$3.21K +67 +0.9%
PP
1324
PagnatoKarp Partners
Virginia
$402K +$3.64K +76 +0.9%
MC
1325
Middleton & Co
Massachusetts
$401K -$1.35M -28,255 -76%
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