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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2051
WealthShield Partners
North Carolina
$215K +$231K +2,462 New
EVM
2052
Evelyn V. Moreno
$215K +$231K +2,465 New
CA
2053
CGN Advisors
Kansas
$214K +$12.7K +135 +6%
ST
2054
Sentinel Trust
Texas
$214K +$231K +2,456 New
BFC
2055
Blue Fin Capital
Rhode Island
$213K -$24.4K -260 -10%
WH
2056
Willner & Heller
California
$213K +$229K +2,442 New
IFA
2057
Index Fund Advisors
California
$213K +$230K +2,447 New
WFS
2058
Widmann Financial Services
Maryland
$213K +$230K +2,448 New
SC
2059
Stephens Consulting
Michigan
$212K +$228K +2,432 New
WFA
2060
West Financial Advisors
Iowa
$212K – – –
HNWA
2061
Henrickson Nauta Wealth Advisors
Michigan
$212K +$241K +2,569 New
BLC
2062
Brown, Lisle/Cummings
Rhode Island
$212K +$228K +2,430 New
BMCM
2063
Burns Matteson Capital Management
New York
$212K -$551K -5,869 -71%
BI
2064
Berkeley Inc
Idaho
$211K – – –
GC
2065
Gratus Capital
Georgia
$211K – – –
LFG
2066
Lazard Frères Gestion
France
$211K – – –
LRIA
2067
Leonard Rickey Investment Advisors
Washington
$210K -$53.1K -566 -19%
MPM
2068
Meritage Portfolio Management
Kansas
$210K – – –
MIFH
2069
Migdal Insurance & Financial Holdings
Israel
$209K -$32.8M -349,299 -99%
APW
2070
Acima Private Wealth
Virginia
$209K – – –
AFAS
2071
Acorn Financial Advisory Services
Virginia
$209K +$4.88K +52 +2%
LCM
2072
Lewis Capital Management
California
$209K +$225K +2,400 New
BWCS
2073
Beirne Wealth Consulting Services
Connecticut
$208K +$223K +2,373 New
BAM
2074
Bellevue Asset Management
Washington
$205K -$5.16K -55 -2%
BHB
2075
Bank Hapoalim BM
Israel
$204K -$13.1K -140 -6%
81 82
83
84 85