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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
2051
Karpus Investment Management
New York
$374K – – –
PWP
2052
Perfromance Wealth Partners
Illinois
$373K -$15.7K -144 -4%
LCWP
2053
Legacy Capital Wealth Partners
Arkansas
$372K +$103K +947 +37%
CWM
2054
Concentrum Wealth Management
California
$372K +$3.6K +33 +0.9%
MKA
2055
M. Kulyk & Associates
Georgia
$372K -$109 -1 -0%
CFCI
2056
Comprehensive Financial Consultants Institutional
Indiana
$370K -$5.24K -48 -1%
LCM
2057
Lazari Capital Management
California
$370K +$109 +1 +0%
BHA
2058
Beech Hill Advisors
New York
$369K – – –
CPIA
2059
Cornell Pochily Investment Advisors
New York
$369K – – –
GRQ
2060
Gardner Russo & Quinn
Pennsylvania
$369K -$13.2K -121 -3%
PWMG
2061
Pinnacle Wealth Management Group
Michigan
$369K – – –
MCM
2062
Monarch Capital Management
Indiana
$367K – – –
S
2063
Sachetta
Massachusetts
$367K +$380K +3,478 New
CBT
2064
CoreFirst Bank & Trust
Kansas
$365K -$154K -1,415 -29%
1WM
2065
1858 Wealth Management
Ohio
$365K +$378K +3,460 New
VWM
2066
Vigilare Wealth Management
Arizona
$365K +$546 +5 +0.1%
RWP
2067
Revolve Wealth Partners
New Jersey
$364K +$11.6K +106 +3%
CWM
2068
Cornerstone Wealth Management
Missouri
$364K -$25K -229 -6%
WCM
2069
Windsor Capital Management
Arizona
$363K +$546 +5 +0.1%
GI
2070
Gradient Investments
Minnesota
$363K -$25.8K -236 -6%
PCA
2071
Prosperity Capital Advisors
Ohio
$363K +$33.5K +307 +10%
ICP
2072
Interchange Capital Partners
Pennsylvania
$362K +$6.99K +64 +2%
SWA
2073
SFMG Wealth Advisors
Texas
$362K -$12.6K -115 -3%
TC
2074
Truvestments Capital
Florida
$361K -$2.29K -21 -0.6%
BPFA
2075
Barnes Pettey Financial Advisors
Mississippi
$361K +$87.3K +800 +31%
81 82
83
84 85