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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1951
Centennial Bank
Arkansas
$428K – – –
R
1952
Rebalance
California
$427K +$442K +4,050 New
EWM
1953
Evermay Wealth Management
Virginia
$427K -$5.35K -49 -1%
KWM
1954
Keebeck Wealth Management
Illinois
$426K +$30.8K +282 +7%
WI
1955
Wedgewood Investors
Pennsylvania
$426K – – –
CWA
1956
Clarity Wealth Advisors
California
$425K +$109 +1 +0%
FWM
1957
FMA Wealth Management
Massachusetts
$425K +$440K +4,029 New
VAS
1958
Vestmark Advisory Solutions
Massachusetts
$425K +$283K +2,589 New
PT
1959
Plimoth Trust
Massachusetts
$424K +$7.09K +65 +2%
VIM
1960
Vista Investment Management
Pennsylvania
$424K -$27.7K -254 -6%
EAM
1961
Eukles Asset Management
Ohio
$423K – – –
CD
1962
Chapin Davis
Maryland
$422K -$10.9K -100 -2%
FFC
1963
First Financial Corp
Indiana
$422K -$3.93K -36 -0.9%
SCG
1964
Sonata Capital Group
Washington
$422K – – –
AAP
1965
Ardsley Advisory Partners
Connecticut
$422K +$437K +4,000 New
WFI
1966
West Family Investments
California
$422K – – –
RIM
1967
Rakuten Investment Management
Japan
$422K +$433K +3,968 New
EA
1968
Eclectic Associates
California
$421K +$54.1K +496 +14%
SDWMA
1969
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K -$11.6K -106 -3%
HFRG
1970
Houlihan Financial Resource Group
Virginia
$419K – – –
NL
1971
Navalign LLC
California
$419K -$23.2K -213 -5%
VA
1972
Valmark Advisers
Ohio
$418K +$12K +110 +3%
HFA
1973
High Falls Advisors
New York
$417K +$109 +1 +0%
AAP
1974
Arax Advisory Partners
Colorado
$417K +$332K +3,039 +332%
PPP
1975
Private Portfolio Partners
New Jersey
$417K -$25.9K -237 -6%
77 78
79
80 81