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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1901
Allegheny Financial Group
Pennsylvania
$669K +$1.12K +9 +0.2%
BMM
1902
Buffington Mohr McNeal
Idaho
$666K – – –
VAM
1903
Verity Asset Management
North Carolina
$665K +$18.4K +148 +3%
BBNA
1904
Bremer Bank National Association
Minnesota
$662K +$97.7K +787 +20%
OAM
1905
Oxford Asset Management
United Kingdom
$659K +$580K +4,670 New
ZB
1906
Zions Bancorporation
Utah
$659K -$59.1K -476 -9%
CCA
1907
Childress Capital Advisors
Texas
$658K +$7.95K +64 +1%
CW
1908
Channel Wealth
California
$657K – – –
MIM
1909
Macroview Investment Management
Maryland
$657K +$1.99K +16 +0.3%
SFP
1910
Shepherd Financial Partners
Massachusetts
$650K +$19.9K +160 +4%
APS
1911
American Planning Services
Florida
$650K – – –
RA
1912
Ransom Advisory
Rhode Island
$649K +$70.5K +568 +14%
ABLA
1913
Alan B. Lancz & Associates
Ohio
$649K +$570K +4,594 New
PSCM
1914
Per Stirling Capital Management
Texas
$649K +$373 +3 +0.1%
BTC
1915
Bank & Trust Company
Illinois
$648K +$570K +4,589 New
EWM
1916
Evermay Wealth Management
Virginia
$647K – – –
CAM
1917
Campion Asset Management
Virginia
$646K -$9.31K -75 -2%
OFS
1918
OneAscent Financial Services
Alabama
$645K -$36.1K -291 -6%
JEST
1919
JTC Employer Solutions Trustee
Jersey
$642K – – –
LAM
1920
LifePro Asset Management
California
$642K -$8.82K -71 -2%
RIS
1921
Retirement Income Solutions
Michigan
$640K +$28.8K +232 +5%
FFG
1922
Frisch Financial Group
New York
$637K -$869 -7 -0.2%
JCM
1923
Janney Capital Management
Pennsylvania
$636K -$102K -822 -15%
PWA
1924
Phoenix Wealth Advisors
North Carolina
$636K +$39.1K +315 +8%
BWM
1925
Buckley Wealth Management
Nevada
$635K +$1.37K +11 +0.2%
75 76
77
78 79