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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1701
AFS Financial Group
Maryland
$414K -$31.5K -359 -7%
HFG
1702
Heron Financial Group
New York
$413K +$14.4K +164 +4%
DW
1703
Domani Wealth
Pennsylvania
$413K – – –
ESB
1704
Essex Savings Bank
Connecticut
$413K -$9.03K -103 -2%
AF
1705
Affiance Financial
Minnesota
$413K – – –
LCGC
1706
Legacy Capital Group California
California
$412K +$389K +4,439 New
KP
1707
Keel Point
Alabama
$412K +$18.7K +213 +5%
TIAM2
1708
Tru Independence Asset Management 2
Oregon
$412K +$389K +4,438 New
ERWM
1709
Elk River Wealth Management
Colorado
$411K – – –
MMM
1710
Mendel Money Management
Illinois
$411K – – –
BI
1711
Ballast Inc
Kentucky
$411K – – –
MFS
1712
Mirabella Financial Services
United Kingdom
$411K +$388K +4,421 New
JWBC
1713
John W. Bristol & Co
New York
$410K +$387K +4,408 New
MGAM
1714
McGowan Group Asset Management
Texas
$409K +$88 +1 +0%
HWA
1715
Heartwood Wealth Advisors
Virginia
$408K – – –
SFS
1716
Security Financial Services
Indiana
$408K +$14.2K +162 +4%
OWA
1717
Octavia Wealth Advisors
Ohio
$408K +$15.9K +181 +4%
TPWA
1718
TRUE Private Wealth Advisors
Oregon
$407K -$16.2K -185 -4%
ECM
1719
Estabrook Capital Management
New York
$406K – – –
MHR
1720
Matthew Hamilton Rosenberg
$404K +$88 +1 +0%
MSFS
1721
Main Street Financial Solutions
Pennsylvania
$403K -$26.7K -305 -7%
BEC
1722
Blue Edge Capital
Virginia
$403K – – –
PT
1723
Plimoth Trust
Massachusetts
$402K -$7.89K -90 -2%
MC
1724
Middleton & Co
Massachusetts
$402K -$4.38K -50 -1%
SIM
1725
SSI Investment Management
California
$402K -$84.4K -963 -18%
67 68
69
70 71