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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1476
Alpha Windward
Massachusetts
$242K -$691 -15 -0.3%
GKWIM
1477
Gerber Kawasaki Wealth & Investment Management
California
$241K +$247K +5,365 New
PP
1478
PDS Planning
Ohio
$240K – – –
CCG
1479
Chatham Capital Group
Georgia
$240K +$18.3K +397 +8%
DAS
1480
Dynamic Advisor Solutions
Arizona
$240K +$251K +5,452 New
BAM
1481
Belpointe Asset Management
Nevada
$239K -$56.3K -1,221 -18%
CC
1482
Chicago Capital
Illinois
$237K +$22.5K +488 +10%
GEA
1483
Glen Eagle Advisors
New Jersey
$237K -$1.84K -40 -0.7%
FAIM
1484
Financial Advocates Investment Management
Washington
$236K -$9.26K -201 -4%
WPC
1485
White Pine Capital
Minnesota
$236K -$9.21K -200 -4%
CBN
1486
Cadence Bank NA
Texas
$236K -$8.11K -176 -3%
PCP
1487
Proficio Capital Partners
Massachusetts
$236K +$28.7K +623 +13%
KWM
1488
Kingsview Wealth Management
Oregon
$235K +$45.2K +980 +22%
THWM
1489
Taylor Hoffman Wealth Management
Virginia
$235K +$46.1K +1,000 +23%
CAM
1490
Cozad Asset Management
Illinois
$235K +$246K +5,340 New
HPC
1491
Hobart Private Capital
North Carolina
$235K – – –
CM
1492
Capital Management
Virginia
$234K – – –
HR
1493
Howe & Rusling
New York
$233K +$45.2K +980 +23%
LWAC
1494
Laurel Wealth Advisors (California)
California
$232K -$2.44K -53 -1%
RIS
1495
Retirement Income Solutions
Michigan
$231K +$10.5K +228 +5%
BFC
1496
Bedel Financial Consulting
Indiana
$231K +$10.9K +236 +5%
PWMAG
1497
Pinnacle Wealth Management Advisory Group
New Jersey
$230K -$11.7K -255 -5%
MHIM
1498
MacNealy Hoover Investment Management
Ohio
$227K – – –
MSS
1499
Mitchell Sinkler & Starr
Pennsylvania
$227K – – –
UBV
1500
United Bank (Virginia)
Virginia
$226K – – –
58 59
60
61 62