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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
2051
Evelyn V. Moreno
$215K +$231K +2,465 New
CA
2052
CGN Advisors
Kansas
$214K +$12.7K +135 +6%
ST
2053
Sentinel Trust
Texas
$214K +$231K +2,456 New
BFC
2054
Blue Fin Capital
Rhode Island
$213K -$24.4K -260 -10%
WH
2055
Willner & Heller
California
$213K +$229K +2,442 New
IFA
2056
Index Fund Advisors
California
$213K +$230K +2,447 New
WFS
2057
Widmann Financial Services
Maryland
$213K +$230K +2,448 New
SC
2058
Stephens Consulting
Michigan
$212K +$228K +2,432 New
WFA
2059
West Financial Advisors
Iowa
$212K – – –
HNWA
2060
Henrickson Nauta Wealth Advisors
Michigan
$212K +$241K +2,569 New
BLC
2061
Brown, Lisle/Cummings
Rhode Island
$212K +$228K +2,430 New
BMCM
2062
Burns Matteson Capital Management
New York
$212K -$551K -5,869 -71%
BI
2063
Berkeley Inc
Idaho
$211K – – –
GC
2064
Gratus Capital
Georgia
$211K – – –
LFG
2065
Lazard Frères Gestion
France
$211K – – –
LRIA
2066
Leonard Rickey Investment Advisors
Washington
$210K -$53.1K -566 -19%
MPM
2067
Meritage Portfolio Management
Kansas
$210K – – –
MIFH
2068
Migdal Insurance & Financial Holdings
Israel
$209K -$32.8M -349,299 -99%
APW
2069
Acima Private Wealth
Virginia
$209K – – –
AFAS
2070
Acorn Financial Advisory Services
Virginia
$209K +$4.88K +52 +2%
LCM
2071
Lewis Capital Management
California
$209K +$225K +2,400 New
BWCS
2072
Beirne Wealth Consulting Services
Connecticut
$208K +$223K +2,373 New
BAM
2073
Bellevue Asset Management
Washington
$205K -$5.16K -55 -2%
BHB
2074
Bank Hapoalim BM
Israel
$204K -$13.1K -140 -6%
CHA
2075
Cooper/Haims Advisors
New York
$204K -$2.35K -25 -1%
81 82
83
84 85