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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2076
Lazari Capital Management
California
$440K – – –
RIM
2077
Redwood Investment Management
Arizona
$440K +$400K +3,499 New
B
2078
Bellecapital
Switzerland
$440K +$30.3K +265 +8%
PWMG
2079
Pinnacle Wealth Management Group
Michigan
$439K – – –
V
2080
ViaWealth
Kansas
$438K +$64.4K +563 +19%
CIP
2081
Convergence Investment Partners
Florida
$438K -$857K -7,490 -68%
MCM
2082
Monarch Capital Management
Indiana
$438K – – –
GRQ
2083
Gardner Russo & Quinn
Pennsylvania
$436K -$2.52K -22 -0.6%
VV
2084
Verity & Verity
South Carolina
$435K +$15.9K +139 +4%
VWM
2085
Vigilare Wealth Management
Arizona
$435K +$458 +4 +0.1%
WCM
2086
Windsor Capital Management
Arizona
$433K +$343 +3 +0.1%
NIP
2087
Nicholas Investment Partners
California
$432K +$67.2K +587 +21%
XT
2088
XTX Topco
Cayman Islands
$432K +$393K +3,438 New
WP
2089
WealthPLAN Partners
Nebraska
$430K +$164K +1,431 +72%
MPM
2090
Meritage Portfolio Management
Kansas
$429K – – –
GJCM
2091
Grand Jean Capital Management
California
$429K – – –
GC
2092
Gilbert & Cook
Iowa
$429K +$572 +5 +0.1%
BPFA
2093
Barnes Pettey Financial Advisors
Mississippi
$428K -$1.26K -11 -0.3%
JWBC
2094
John W. Bristol & Co
New York
$428K – – –
MWM
2095
Merriman Wealth Management
Washington
$428K -$31.1K -272 -7%
ERIM
2096
Eagle Ridge Investment Management
Connecticut
$427K – – –
JBA
2097
Johnson Bixby & Associates
Washington
$427K – – –
BPC
2098
Banque Pictet & Cie
Switzerland
$427K +$389K +3,400 New
PA
2099
Probity Advisors
Texas
$426K – – –
TAM
2100
Townsend Asset Management
North Carolina
$426K -$30.9K -270 -7%
82 83
84
85 86