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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
2351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$288K +$34.8K +304 +14%
SC
2352
Shearwater Capital
Colorado
$288K – – –
BCMLT
2353
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K +$687 +6 +0.3%
LWMG
2354
Levy Wealth Management Group
Pennsylvania
$287K – – –
JC
2355
Jentner Corp
Ohio
$286K +$916 +8 +0.4%
BWP
2356
Balboa Wealth Partners
Arizona
$286K +$260K +2,273 New
LEA
2357
Legacy Edge Advisors
New York
$285K – – –
MLFP
2358
MPS Loria Financial Planners
Illinois
$285K +$572 +5 +0.2%
T
2359
TCWP
Ohio
$285K +$23.9K +209 +10%
SC
2360
Seldon Capital
California
$285K – – –
TFIPS
2361
Towarzystwo Funduszy Inwestycyjnych PZU SA
$284K +$49.2K +430 +23%
RI
2362
Rinkey Investments
California
$284K – – –
DA
2363
Dash Acquisitions
California
$283K +$6.41K +56 +2%
FMP
2364
Financial Management Professionals
Texas
$283K -$36.1K -315 -12%
WAM
2365
Werlinich Asset Management
Connecticut
$282K +$2.86K +25 +1%
NF
2366
NavPoint Financial
Minnesota
$282K – – –
WFS
2367
Widmann Financial Services
Maryland
$282K – – –
GA
2368
Greenspring Advisors
Maryland
$282K – – –
CVM
2369
Cheviot Value Management
California
$281K +$114 +1 +0%
SSWG
2370
Seven Springs Wealth Group
Tennessee
$281K – – –
RMAM
2371
Raab & Moskowitz Asset Management
New Jersey
$280K -$9.96K -87 -4%
IAS
2372
Investment Advisory Services
Texas
$280K +$24K +210 +10%
FUBT
2373
First United Bank & Trust
Maryland
$280K +$1.72K +15 +0.7%
RWM
2374
Revisor Wealth Management
Ohio
$280K +$277K +2,420 New
W
2375
Wealthquest
Ohio
$280K +$11.3K +99 +5%
93 94
95
96 97