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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1526
Aspen Investment Management
Michigan
$336K – – –
FA
1527
Financial Advisors
Massachusetts
$335K +$47.6K +800 +18%
CWM
1528
Concentrum Wealth Management
California
$335K +$308K +5,181 New
WFMPM
1529
Woodley Farra Manion Portfolio Management
Indiana
$334K +$5.95K +100 +2%
PWM
1530
Paulson Wealth Management
Illinois
$334K +$308K +5,169 New
IAN
1531
Integrated Advisors Network
Texas
$332K -$85.8K -1,441 -22%
SA
1532
Strategic Advisors
New York
$330K -$9.94K -167 -3%
HHGA
1533
Halbert Hargrove Global Advisors
California
$330K -$476 -8 -0.2%
T
1534
TOBAM
France
$330K +$22.3K +375 +8%
MF
1535
Montis Financial
Massachusetts
$330K +$314K +5,273 New
CW
1536
CreativeOne Wealth
Kansas
$329K +$303K +5,090 New
CWP
1537
Concord Wealth Partners
Virginia
$328K +$302K +5,071 New
FF
1538
FourThought Financial
Florida
$328K +$302K +5,077 New
BPB
1539
Badgley, Phelps & Bell
Washington
$326K – – –
LDFR
1540
Lehman & Derafelo Financial Resources
Pennsylvania
$326K +$59.2K +994 +25%
TNA
1541
True North Advisors
Texas
$325K -$6.61K -111 -2%
FMW
1542
Farr Miller & Washington
District of Columbia
$323K – – –
VCAM
1543
Van Cleef Asset Management
Ohio
$322K – – –
EWM
1544
Executive Wealth Management
Michigan
$322K +$893 +15 +0.3%
CAAS
1545
Capital Asset Advisory Services
Michigan
$322K +$5.83K +98 +2%
MGIA
1546
Moneta Group Investment Advisors
Missouri
$322K +$28.1K +472 +10%
AIP
1547
Almanack Investment Partners
Pennsylvania
$322K +$36.9K +620 +14%
ICM
1548
IMS Capital Management
Oregon
$321K -$56.7K -953 -16%
BRWM
1549
B. Riley Wealth Management
Tennessee
$320K -$381K -6,394 -56%
SPC
1550
Stewart & Patten Company
California
$320K – – –
60 61
62
63 64