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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1701
TRUE Private Wealth Advisors
Oregon
$635K +$107K +979 +19%
EGM
1702
Engineers Gate Manager
New York
$633K -$547K -5,016 -46%
CI
1703
Clal Insurance
Israel
$633K +$655K +6,000 New
PO
1704
Private Ocean
California
$632K +$32.7K +300 +5%
GIM
1705
Goelzer Investment Management
Indiana
$632K – – –
EFMC
1706
Empire Financial Management Company
New York
$631K +$56.9K +521 +10%
LCM
1707
LVM Capital Management
Michigan
$631K +$21.8K +200 +3%
EHC
1708
Everett Harris & Co
California
$629K -$10.9K -100 -2%
SCM
1709
Sitrin Capital Management
California
$628K – – –
TCB
1710
Texas Capital Bancshares
Texas
$628K +$650K +5,960 New
I2I
1711
Insight 2811 Inc
Illinois
$626K -$30K -275 -4%
PFG
1712
PAX Financial Group
Texas
$624K +$50.2K +460 +9%
GBT
1713
Grove Bank & Trust
Florida
$622K +$179K +1,641 +38%
WCWM
1714
Willow Creek Wealth Management
California
$621K -$89.7K -822 -12%
SCA
1715
Sippican Capital Advisors
Massachusetts
$620K – – –
CT
1716
ClearAlpha Technologies
Connecticut
$619K +$641K +5,872 New
SAM
1717
SignalPoint Asset Management
Missouri
$619K – – –
OWA
1718
Octavia Wealth Advisors
Ohio
$618K +$12.9K +118 +2%
IC
1719
Inscription Capital
Texas
$617K +$53K +486 +9%
SW
1720
SlateStone Wealth
Florida
$617K -$61.9K -567 -9%
SGI
1721
Summit Global Investments
Utah
$616K -$125K -1,144 -16%
PAS
1722
Professional Advisory Services
Florida
$615K -$10.9K -100 -2%
PCI
1723
Planning Center Inc
Illinois
$615K -$541K -4,955 -46%
MSFS
1724
Main Street Financial Solutions
Pennsylvania
$613K +$215K +1,966 +51%
BA
1725
Ballast Advisors
Minnesota
$612K -$9.49K -87 -1%
67 68
69
70 71