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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1951
Keebeck Wealth Management
Illinois
– -$133K -2,521 Closed
APC
1952
Aspire Private Capital
North Carolina
– -$131K -2,477 Closed
AP
1953
Americana Partners
Texas
– -$99K -1,886 Closed
BCI
1954
Brinker Capital Investments
Pennsylvania
– -$91K -1,724 Closed
PA
1955
PSI Advisors
Florida
– -$83K -1,583 Closed
HWM
1956
Howard Wealth Management
Connecticut
– -$79K -1,495 Closed
HCA
1957
Horan Capital Advisors
Ohio
– -$78K -1,463 Closed
CIM
1958
Contravisory Investment Management
Massachusetts
– -$77K -1,445 Closed
IIA
1959
ICW Investment Advisors
Arizona
– -$73K -1,385 Closed
LFA
1960
Lighthouse Financial Advisors
Maryland
– -$65K -1,229 Closed
ACM
1961
Anfield Capital Management
California
– -$55K -998 Closed
SCA
1962
Stuart Chaussee & Associates
California
– -$40K -749 Closed
OIM
1963
Opus Investment Management
Massachusetts
– -$37K -700 Closed
JFA
1964
Johanson Financial Advisors
California
– -$29.4K -555 Closed
SIC
1965
Samalin Investment Counsel
New York
– -$27K -521 Closed
LAS
1966
Lloyd Advisory Services
Georgia
– -$26K -500 Closed
AC
1967
Asio Capital
Kentucky
– -$21K -400 Closed
EWA
1968
Evolution Wealth Advisors
Florida
– -$19K -366 Closed
FAM
1969
Fred Alger Management
New York
– -$14K -257 Closed
LWM
1970
Lionsbridge Wealth Management
Florida
– -$13K -248 Closed
PWP
1971
Personal Wealth Partners
Minnesota
– -$8K -160 Closed
WCM
1972
Wealthcare Capital Management
Virginia
– -$8.1K -157 -96%
NL
1973
NVWM LLC
Pennsylvania
– -$8K -150 Closed
TA
1974
TFG Advisers
Michigan
– -$7K -140 Closed
UOTTAIMCU
1975
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$3K -50 Closed
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