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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1826
Beta Wealth Group
California
$500K -$82.7K -800 -16%
AA
1827
Alta Advisers
United Kingdom
$500K – – –
PT
1828
Plimoth Trust
Massachusetts
$500K -$14K -135 -3%
BEI
1829
Benjamin Edwards Inc
Missouri
$499K +$35.6K +344 +9%
NL
1830
Navalign LLC
California
$498K – – –
AL
1831
ADE LLC
Maryland
$495K – – –
MSFS
1832
Main Street Financial Solutions
Pennsylvania
$492K -$20.7K -200 -5%
SFP
1833
Shepherd Financial Partners
Massachusetts
$492K -$6.41K -62 -1%
DCM
1834
DGS Capital Management
New Jersey
$492K +$12.5K +121 +3%
GFG
1835
Goldstone Financial Group
Illinois
$490K +$10.4K +101 +3%
S
1836
SimplyRich
California
$489K – – –
RFA
1837
Register Financial Advisors
Georgia
$488K +$103 +1 +0%
OCM
1838
One Capital Management
California
$487K -$197K -1,907 -32%
WI
1839
Wedgewood Investors
Pennsylvania
$486K – – –
HWMG
1840
Hurlow Wealth Management Group
Indiana
$486K -$207 -2 -0%
WWP
1841
Waypoint Wealth Partners
California
$486K +$20.7K +200 +5%
GAM
1842
GEM Asset Management
Michigan
$484K – – –
SDWMA
1843
Schneider Downs Wealth Management Advisors
Pennsylvania
$484K +$1.03K +10 +0.2%
HNW
1844
High Note Wealth
Minnesota
$482K -$517 -5 -0.1%
WFA
1845
Wade Financial Advisory
California
$482K – – –
FFC
1846
First Financial Corp
Indiana
$481K – – –
EAM
1847
Eukles Asset Management
Ohio
$478K – – –
CWA
1848
Clarity Wealth Advisors
California
$477K -$3.31K -32 -0.8%
LAM
1849
L2 Asset Management
Massachusetts
$477K +$33.7K +326 +9%
MFS
1850
Mirabella Financial Services
United Kingdom
$476K -$43.5K -421 -10%
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