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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2476
Crescent Sterling
Louisiana
$640K +$149K +924 +46%
OFG
2477
OmniStar Financial Group
North Carolina
$639K -$59.1K -366 -11%
AGC
2478
Aspen Grove Capital
Colorado
$637K +$122K +754 +35%
SWM
2479
Segment Wealth Management
Texas
$635K +$21K +130 +5%
MWM
2480
MorganRosel Wealth Management
Colorado
$634K – – –
MWA
2481
Medallion Wealth Advisors
Connecticut
$634K -$19.2K -119 -4%
PFM
2482
Potomac Fund Management
Florida
$632K +$41.3K +256 +11%
PCA
2483
Prosperity Capital Advisors
Ohio
$629K -$245K -1,515 -35%
MLA
2484
My Legacy Advisors
Oregon
$628K +$432K +2,674 New
AV
2485
Aspiring Ventures
Ohio
$628K – – –
WH
2486
Willner & Heller
California
$627K +$1.45K +9 +0.3%
NL
2487
Navalign LLC
California
$627K -$73.2K -453 -14%
OAS
2488
Optivise Advisory Services
Tennessee
$627K +$7.27K +45 +2%
OWA
2489
Opal Wealth Advisors
New York
$627K -$98K -607 -17%
CL
2490
CLG LLC
California
$626K -$89.5K -554 -16%
FCG
2491
Financial Connections Group
California
$626K – – –
VAF
2492
Values Added Financial
District of Columbia
$626K +$23.1K +143 +5%
GG
2493
Greenwood Gearhart
Arkansas
$625K -$323 -2 -0.1%
GEA
2494
Glen Eagle Advisors
New Jersey
$625K – – –
DCM
2495
Dudley Capital Management
Virginia
$625K +$32.3K +200 +8%
LPT
2496
Legacy Private Trust
Wisconsin
$625K +$107K +665 +30%
GSIS
2497
Global Strategic Investment Solutions
Arizona
$624K -$161 -1 -0%
THCM
2498
Taylor Hoffman Capital Management
Virginia
$624K -$27.3K -169 -6%
PWM
2499
Paulson Wealth Management
Illinois
$622K – – –
MSWM
2500
McGlone Suttner Wealth Management
Wisconsin
$622K -$128K -793 -22%
98 99
100
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