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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1876
Sax Wealth Advisors
New Jersey
$277K -$334K -4,118 -55%
FFA
1877
Freedman Financial Associates
Massachusetts
$277K +$14.3K +176 +6%
AFG
1878
Allegheny Financial Group
Pennsylvania
$277K +$25.1K +310 +10%
GKWIM
1879
Gerber Kawasaki Wealth & Investment Management
California
$276K -$43.5K -537 -14%
ICM
1880
IMS Capital Management
Oregon
$276K – – –
SAM
1881
Sompo Asset Management
Japan
$276K +$21.1K +260 +8%
WCF
1882
West Coast Financial
California
$275K – – –
CCFM
1883
Clear Creek Financial Management
Washington
$275K +$7.61K +94 +3%
WDG
1884
Wealth Dimensions Group
Ohio
$274K -$3.08K -38 -1%
BDWM
1885
Brewin Dolphin Wealth Management
Ireland
$274K – – –
SAM
1886
Summit Asset Management
Tennessee
$274K – – –
HI
1887
Hudock Inc
Pennsylvania
$274K +$405 +5 +0.2%
SRC
1888
Shufro Rose & Co
New York
$274K +$3.24K +40 +1%
MHR
1889
Matthew Hamilton Rosenberg
$274K +$36.4K +450 +16%
TFF
1890
The Family Firm
Maryland
$274K +$269K +3,318 New
WIC
1891
Wilkins Investment Counsel
Massachusetts
$273K – – –
MF
1892
Montis Financial
Massachusetts
$272K – – –
B
1893
Bridgeworth
Alabama
$272K +$486 +6 +0.2%
ME
1894
McIlrath & Eck
Washington
$270K -$2.02K -25 -0.8%
SAM
1895
Seelaus Asset Management
New Jersey
$269K -$336K -4,145 -56%
WSC
1896
Wellington Shields & Co
New York
$269K – – –
MM
1897
Meridian Management
Arkansas
$269K +$264K +3,255 New
B
1898
Bellecapital
Switzerland
$268K -$322K -3,978 -55%
SEP
1899
Southland Equity Partners
Missouri
$267K -$97.6K -1,205 -27%
RWM
1900
RKL Wealth Management
Pennsylvania
$267K -$8.26K -102 -3%
74 75
76
77 78