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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
2126
Philadelphia Trust Company
Pennsylvania
$310K -$257K -2,482 -49%
OHWP
2127
Oak Harbor Wealth Partners
North Carolina
$310K – – –
CMS
2128
Capital Market Strategies
Florida
$310K +$269K +2,603 New
SSW
2129
Stone Summit Wealth
Florida
$310K +$269K +2,600 New
JHCP
2130
Jackson Hole Capital Partners
Oklahoma
$309K -$827K -8,000 -76%
FC
2131
Financial Council
Maryland
$308K – – –
HTHT
2132
Hemenway Trust Hemenway Trust
New Hampshire
$308K +$10.3K +100 +4%
RCS
2133
Retirement Capital Strategies
California
$307K -$132K -1,274 -33%
LWM
2134
Lyell Wealth Management
California
$307K -$517 -5 -0.2%
SCM
2135
Stonehearth Capital Management
Massachusetts
$305K – – –
TCBWMS
2136
Texas Capital Bank Wealth Management Services
Texas
$305K +$265K +2,559 New
NIP
2137
Nicholas Investment Partners
California
$303K +$263K +2,544 New
D
2138
Diversified
Delaware
$303K +$28.5K +276 +12%
TPA
2139
Trivium Point Advisory
Connecticut
$301K -$5.79K -56 -2%
KFS
2140
Kelly Financial Services
Massachusetts
$299K -$4.96K -48 -2%
NJBEST
2141
New Jersey Better Educational Savings Trust
New Jersey
$298K – – –
CAIMH
2142
Central Asset Investments & Management Holdings
Hong Kong
$298K +$258K +2,500 New
HVCM
2143
Hel Ved Capital Management
Hong Kong
$298K +$258K +2,500 New
BCMLT
2144
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K +$10.3K +100 +4%
WAM
2145
Werlinich Asset Management
Connecticut
$295K – – –
WWM
2146
Wolff Wiese Magana
California
$295K – – –
TCM
2147
Towercrest Capital Management
Pennsylvania
$295K +$256K +2,476 New
APW
2148
Acima Private Wealth
Virginia
$294K – – –
TDC
2149
Thompson Davis & Co
Virginia
$294K +$255K +2,465 New
BFC
2150
Blue Fin Capital
Rhode Island
$293K +$5.17K +50 +2%
84 85
86
87 88