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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2126
Weaver Consulting Group
California
$311K +$4.65K +45 +2%
PTC
2127
Philadelphia Trust Company
Pennsylvania
$310K -$257K -2,482 -49%
OHWP
2128
Oak Harbor Wealth Partners
North Carolina
$310K – – –
CMS
2129
Capital Market Strategies
Florida
$310K +$269K +2,603 New
SSW
2130
Stone Summit Wealth
Florida
$310K +$269K +2,600 New
JHCP
2131
Jackson Hole Capital Partners
Oklahoma
$309K -$827K -8,000 -76%
FC
2132
Financial Council
Maryland
$308K – – –
HTHT
2133
Hemenway Trust Hemenway Trust
New Hampshire
$308K +$10.3K +100 +4%
RCS
2134
Retirement Capital Strategies
California
$307K -$132K -1,274 -33%
LWM
2135
Lyell Wealth Management
California
$307K -$517 -5 -0.2%
SCM
2136
Stonehearth Capital Management
Massachusetts
$305K – – –
TCBWMS
2137
Texas Capital Bank Wealth Management Services
Texas
$305K +$265K +2,559 New
NIP
2138
Nicholas Investment Partners
California
$303K +$263K +2,544 New
D
2139
Diversified
Delaware
$303K +$28.5K +276 +12%
TPA
2140
Trivium Point Advisory
Connecticut
$301K -$5.79K -56 -2%
KFS
2141
Kelly Financial Services
Massachusetts
$299K -$4.96K -48 -2%
NJBEST
2142
New Jersey Better Educational Savings Trust
New Jersey
$298K – – –
CAIMH
2143
Central Asset Investments & Management Holdings
Hong Kong
$298K +$258K +2,500 New
HVCM
2144
Hel Ved Capital Management
Hong Kong
$298K +$258K +2,500 New
BCMLT
2145
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K +$10.3K +100 +4%
WAM
2146
Werlinich Asset Management
Connecticut
$295K – – –
WWM
2147
Wolff Wiese Magana
California
$295K – – –
TCM
2148
Towercrest Capital Management
Pennsylvania
$295K +$256K +2,476 New
APW
2149
Acima Private Wealth
Virginia
$294K – – –
TDC
2150
Thompson Davis & Co
Virginia
$294K +$255K +2,465 New
84 85
86
87 88