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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1951
OneAscent Financial Services
Alabama
$428K -$187K -1,717 -30%
CB
1952
Centennial Bank
Arkansas
$428K – – –
R
1953
Rebalance
California
$427K +$442K +4,050 New
EWM
1954
Evermay Wealth Management
Virginia
$427K -$5.35K -49 -1%
KWM
1955
Keebeck Wealth Management
Illinois
$426K +$30.8K +282 +7%
WI
1956
Wedgewood Investors
Pennsylvania
$426K – – –
CWA
1957
Clarity Wealth Advisors
California
$425K +$109 +1 +0%
FWM
1958
FMA Wealth Management
Massachusetts
$425K +$440K +4,029 New
VAS
1959
Vestmark Advisory Solutions
Massachusetts
$425K +$283K +2,589 New
PT
1960
Plimoth Trust
Massachusetts
$424K +$7.09K +65 +2%
VIM
1961
Vista Investment Management
Pennsylvania
$424K -$27.7K -254 -6%
EAM
1962
Eukles Asset Management
Ohio
$423K – – –
CD
1963
Chapin Davis
Maryland
$422K -$10.9K -100 -2%
FFC
1964
First Financial Corp
Indiana
$422K -$3.93K -36 -0.9%
SCG
1965
Sonata Capital Group
Washington
$422K – – –
AAP
1966
Ardsley Advisory Partners
Connecticut
$422K +$437K +4,000 New
WFI
1967
West Family Investments
California
$422K – – –
RIM
1968
Rakuten Investment Management
Japan
$422K +$433K +3,968 New
EA
1969
Eclectic Associates
California
$421K +$54.1K +496 +14%
SDWMA
1970
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K -$11.6K -106 -3%
HFRG
1971
Houlihan Financial Resource Group
Virginia
$419K – – –
NL
1972
Navalign LLC
California
$419K -$23.2K -213 -5%
VA
1973
Valmark Advisers
Ohio
$418K +$12K +110 +3%
HFA
1974
High Falls Advisors
New York
$417K +$109 +1 +0%
AAP
1975
Arax Advisory Partners
Colorado
$417K +$332K +3,039 +332%
77 78
79
80 81