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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1751
Strait & Sound Wealth Management
California
$591K +$98.2K +900 +19%
GIP
1752
Greatmark Investment Partners
Georgia
$588K +$1.2K +11 +0.2%
CFD
1753
Creative Financial Designs
Indiana
$585K +$6.44K +59 +1%
FPCP
1754
Fort Point Capital Partners
California
$583K +$6.77K +62 +1%
MCP
1755
Mirador Capital Partners
California
$582K +$437 +4 +0.1%
SCA
1756
Southern Capital Advisors
Tennessee
$582K +$24K +220 +4%
PIA
1757
Perennial Investment Advisors
California
$580K +$53.9K +494 +10%
AIM
1758
Alhambra Investment Management
Florida
$576K +$18.1K +166 +3%
DAM
1759
Delta Asset Management
Tennessee
$576K -$6.55K -60 -1%
LP
1760
LGL Partners
Pennsylvania
$575K +$21.7K +199 +4%
LAM
1761
LifePro Asset Management
California
$575K +$117K +1,074 +25%
SFG
1762
StrategIQ Financial Group
Indiana
$574K -$13K -119 -2%
LWM
1763
Laidlaw Wealth Management
New York
$573K -$251K -2,303 -30%
RG
1764
Renaissance Group
Kentucky
$573K -$101K -928 -15%
SAM
1765
Seelaus Asset Management
New Jersey
$573K +$235K +2,153 +66%
BHBT
1766
Burke & Herbert Bank & Trust
Virginia
$570K -$22.4K -205 -4%
BEAM
1767
Baker Ellis Asset Management
Washington
$570K – – –
FIM
1768
FWL Investment Management
Texas
$568K +$273K +2,505 +87%
AC
1769
Allstate Corporation
Illinois
$567K -$34.4K -315 -6%
ZF
1770
Zega Financial
Florida
$566K +$586K +5,367 New
PWM
1771
Prentice Wealth Management
New York
$566K +$11.5K +105 +2%
FNB
1772
Farmers National Bank
Kentucky
$563K +$1.64K +15 +0.3%
SFG
1773
SNS Financial Group
Minnesota
$562K -$7.2K -66 -1%
ACP
1774
Aviance Capital Partners
Florida
$561K -$118K -1,080 -17%
LAM
1775
Lewis Asset Management
California
$561K +$581K +5,320 New
69 70
71
72 73