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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1901
Arista Wealth Management
Nevada
$945K -$719K -3,969 -38%
MPWS
1902
McCarter Private Wealth Services
Massachusetts
$943K +$339K +1,870 +41%
SL
1903
StoryOne LLC
Kansas
$942K +$1.17M +6,429 New
MCWS
1904
McKinley Carter Wealth Services
West Virginia
$936K +$31K +171 +3%
VCM
1905
Versant Capital Management
Arizona
$936K +$9.42K +52 +0.8%
PCI
1906
Planning Center Inc
Illinois
$935K +$181 +1 +0%
AA
1907
Alpha Advisors
Virginia
$934K -$55.6K -307 -5%
TBWA
1908
Three Bridge Wealth Advisors
California
$933K +$725 +4 +0.1%
ACM
1909
Altrius Capital Management
North Carolina
$932K -$11.6K -64 -1%
RIA
1910
Realta Investment Advisors
Delaware
$931K +$863K +4,760 +299%
CB
1911
CNB Bank
Pennsylvania
$931K +$4.53K +25 +0.4%
FWP
1912
FAS Wealth Partners
Kansas
$930K -$33.2K -183 -3%
AT
1913
Avalon Trust
New Mexico
$929K -$115K -636 -9%
GD
1914
Grandfield & Dodd
New York
$928K -$415K -2,288 -27%
OAM
1915
Occidental Asset Management
California
$928K +$60K +331 +6%
TWM
1916
Tradition Wealth Management
Minnesota
$927K +$127K +703 +13%
TA
1917
TrueWealth Advisors
Alabama
$927K +$38.8K +214 +4%
AIM
1918
AMI Investment Management
Indiana
$927K -$8.52K -47 -0.7%
FC
1919
FCA Corp
Texas
$922K +$34.8K +192 +3%
LCM
1920
LuminArx Capital Management
New York
$922K +$3.73M +20,600 New
LWM
1921
LJI Wealth Management
Indiana
$922K +$133K +733 +13%
WWM
1922
Walser Wealth Management
Florida
$920K -$175K -963 -13%
TAFW
1923
Tred Avon Family Wealth
Maryland
$918K -$26.6K -147 -2%
GPWM
1924
Grant Private Wealth Management
California
$918K +$297K +1,639 +35%
SOAM
1925
SBI Okasan Asset Management
Japan
$916K – – –
75 76
77
78 79