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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1751
Lodestar Private Asset Management
California
$345K +$321K +4,219 New
SXL
1752
Summit X LLC
Missouri
$344K -$62.5K -823 -14%
BFS
1753
Bickling Financial Services
Massachusetts
$344K +$1.37K +18 +0.4%
OWA
1754
Octavia Wealth Advisors
Ohio
$344K +$836 +11 +0.3%
AA
1755
Alta Advisers
United Kingdom
$343K – – –
SFP
1756
Shepherd Financial Partners
Massachusetts
$342K +$14.5K +191 +5%
NL
1757
Navalign LLC
California
$342K -$23.2K -305 -7%
BEI
1758
Benjamin Edwards Inc
Missouri
$341K +$33.6K +442 +12%
GKWIM
1759
Gerber Kawasaki Wealth & Investment Management
California
$341K +$4.79K +63 +2%
NCM
1760
Narwhal Capital Management
Georgia
$340K -$20.7K -273 -6%
AL
1761
ADE LLC
Maryland
$340K – – –
PA
1762
Parkside Advisors
California
$340K – – –
HFA
1763
High Falls Advisors
New York
$340K -$45.4K -597 -13%
SDWMA
1764
Schneider Downs Wealth Management Advisors
Pennsylvania
$338K -$171K -2,251 -35%
TWM
1765
Tradition Wealth Management
Minnesota
$338K +$1.22K +16 +0.4%
WWP
1766
Waypoint Wealth Partners
California
$337K +$4.94K +65 +2%
PHAM
1767
Palisades Hudson Asset Management
Florida
$337K +$456 +6 +0.1%
CCA
1768
Column Capital Advisors
Indiana
$337K +$76 +1 +0%
S
1769
SimplyRich
California
$336K – – –
AWM
1770
AllSquare Wealth Management
New York
$335K +$38K +500 +14%
WI
1771
Wedgewood Investors
Pennsylvania
$334K – – –
PA
1772
Probity Advisors
Texas
$333K -$19.1K -251 -6%
HWMG
1773
Hurlow Wealth Management Group
Indiana
$333K +$3.8K +50 +1%
GAM
1774
GEM Asset Management
Michigan
$332K +$309K +4,066 New
HFRG
1775
Houlihan Financial Resource Group
Virginia
$332K +$76 +1 +0%
69 70
71
72 73