Institutional Owners for ORCL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RESONANT CAPITAL ADVISORS LLC COM 1251 $2,534,959 24,044 0.00 0.00 1,335 5.88 12-31-2023
PROFICIO CAPITAL PARTNERS LLC COM 1252 $2,513,204 23,838 0.00 0.00 2,934 14.04 12-31-2023
FOCUS FINANCIAL NETWORK INC /ADV COM 1253 $2,506,697 23,776 0.00 23,776 +Inf 12-31-2023
LIBERTY WEALTH MANAGEMENT LLC COM 1254 $2,828,678 23,753 0.00 0.00 -12,372 -34.25 06-30-2023
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