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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
2051
Henrickson Nauta Wealth Advisors
Michigan
$239K – – –
WCG
2052
Weaver Consulting Group
California
$238K – – –
TIA
2053
Trust Investment Advisors
Indiana
$238K +$225K +2,563 New
SCM
2054
Stonehearth Capital Management
Massachusetts
$238K – – –
KFS
2055
Kelly Financial Services
Massachusetts
$238K -$3.68K -42 -2%
KIG
2056
Kowal Investment Group
Wisconsin
$238K -$11.2K -128 -5%
WPP
2057
Whalerock Point Partners
Rhode Island
$236K +$223K +2,539 New
WI
2058
WrapManager Inc
California
$236K -$702 -8 -0.3%
HI
2059
Humankind Investments
New York
$235K -$19.6K -224 -8%
WTA
2060
Washington Trust Advisors
Massachusetts
$235K -$1.14K -13 -0.5%
EL
2061
EWA LLC
Pennsylvania
$234K +$210K +2,391 New
KWM
2062
KFG Wealth Management
Indiana
$233K +$214K +2,439 New
WW
2063
Westshore Wealth
California
$232K +$219K +2,501 New
NJBEST
2064
New Jersey Better Educational Savings Trust
New Jersey
$232K – – –
HTHT
2065
Hemenway Trust Hemenway Trust
New Hampshire
$231K -$3.77K -43 -2%
W
2066
Wealthquest
Ohio
$231K – – –
WAM
2067
Werlinich Asset Management
Connecticut
$230K – – –
JWA
2068
JFS Wealth Advisors
Pennsylvania
$230K -$36K -410 -14%
WWM
2069
Wolff Wiese Magana
California
$230K +$5.44K +62 +3%
BPFA
2070
Barnes Pettey Financial Advisors
Mississippi
$229K +$216K +2,466 New
BFC
2071
Blue Fin Capital
Rhode Island
$229K +$212K +2,413 New
PB
2072
Pinnacle Bancorp
Nebraska
$229K -$8.42K -96 -4%
APW
2073
Acima Private Wealth
Virginia
$229K +$5.79K +66 +3%
BCMO
2074
Buckingham Capital Management (Ohio)
Ohio
$228K – – –
JE
2075
JMAC Enterprises
Pennsylvania
$228K -$175 -2 -0.1%
81 82
83
84 85