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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1826
Wendell David Associates
New Hampshire
$303K – – –
EGA
1827
E&G Advisors
Texas
$302K – – –
MCM
1828
Marathon Capital Management
Maryland
$302K – – –
RBC
1829
Roble Belko & Company
Pennsylvania
$302K – – –
AIM
1830
Aspen Investment Management
Michigan
$301K -$95K -1,250 -25%
WFI
1831
West Family Investments
California
$300K +$279K +3,674 New
AFAS
1832
Acorn Financial Advisory Services
Virginia
$300K +$15.4K +203 +6%
TWM
1833
TriaGen Wealth Management
California
$299K +$3.27K +43 +1%
VV
1834
Verity & Verity
South Carolina
$299K -$196K -2,573 -41%
BHPW
1835
Beverly Hills Private Wealth
California
$299K +$278K +3,657 New
OCPWS
1836
One Charles Private Wealth Services
Massachusetts
$299K -$380 -5 -0.1%
BO
1837
Bank OZK
Arkansas
$297K -$9.5K -125 -3%
TAM
1838
Townsend Asset Management
North Carolina
$297K -$27.3K -359 -9%
GAM
1839
Gould Asset Management
California
$297K – – –
LDFR
1840
Lehman & Derafelo Financial Resources
Pennsylvania
$296K -$7.6K -100 -3%
BEW
1841
Burton Enright Welch
California
$296K +$275K +3,623 New
NFP
1842
Narus Financial Partners
Utah
$296K – – –
RFG
1843
Range Financial Group
Oregon
$295K +$1.44K +19 +0.5%
KWM
1844
Keebeck Wealth Management
Illinois
$294K +$274K +3,602 New
CWM
1845
Concentrum Wealth Management
California
$294K – – –
IIM
1846
Intact Investment Management
Quebec, Canada
$294K -$319K -4,200 -54%
MFT
1847
Moisand Fitzgerald Tamayo
Florida
$294K +$7.98K +105 +3%
HPM
1848
Hoxton Planning & Management
West Virginia
$293K +$273K +3,589 New
FAIM
1849
Financial Advocates Investment Management
Washington
$293K -$152 -2 -0.1%
KWM
1850
Kolinsky Wealth Management
New Jersey
$293K -$39.6K -521 -13%
72 73
74
75 76