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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2501
Pingora Partners
Wyoming
$169K +$175K +1,600 New
SWM
2502
Sugarloaf Wealth Management
Georgia
$166K +$109 +1 +0.1%
TC
2503
Tacita Capital
Ontario, Canada
$165K -$13.6K -125 -7%
BCM
2504
Blume Capital Management
California
$164K – – –
CYG
2505
Clean Yield Group
Vermont
$164K – – –
CFFP
2506
Center for Financial Planning
Michigan
$161K – – –
NOI
2507
Newton One Investments
Delaware
$160K +$655 +6 +0.4%
AEPWM
2508
Atlantic Edge Private Wealth Management
Florida
$160K +$166K +1,517 New
PCFFS
2509
Pacific Center for Financial Services
California
$159K -$6.44K -59 -4%
CAM
2510
Creekmur Asset Management
Illinois
$154K +$160K +1,463 New
AIM
2511
Acropolis Investment Management
Missouri
$153K -$109 -1 -0.1%
PSB
2512
Piscataqua Savings Bank
New Hampshire
$150K -$5.46K -50 -3%
SPWM
2513
Spartan Planning & Wealth Management
North Carolina
$149K +$126K +1,158 +456%
JWM
2514
Janiczek Wealth Management
Colorado
$144K -$19.3K -177 -11%
BSC
2515
Brown Shipley & Co
United Kingdom
$143K -$6.33K -58 -4%
WIA
2516
Wetzel Investment Advisors
Indiana
$139K +$144K +1,315 New
RFG
2517
REAP Financial Group
Texas
$138K +$143K +1,310 New
WSCM
2518
Wellington Shields Capital Management
New York
$137K – – –
WWM
2519
Wolff Wiese Magana
California
$136K -$66.6K -610 -32%
SWM
2520
Sanctuary Wealth Management
Idaho
$134K – – –
DIP
2521
DT Investment Partners
Pennsylvania
$134K +$70.4K +645 +123%
SC
2522
Solstein Capital
California
$132K – – –
A
2523
AJOVista
Massachusetts
$132K +$136K +1,250 New
CTB
2524
Country Trust Bank
Illinois
$131K +$1.85K +17 +1%
KA
2525
Kozak & Associates
Colorado
$130K +$546 +5 +0.4%
99 100
101
102 103