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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2501
Cooper/Haims Advisors
New York
$274K -$5.34K -43 -2%
UWPG
2502
Ullmann Wealth Partners Group
Florida
$274K +$241K +1,937 New
HGERS
2503
Householder Group Estate & Retirement Specialist
Arizona
$273K +$20K +161 +9%
BOPW
2504
Brandywine Oak Private Wealth
Pennsylvania
$273K -$1.24K -10 -0.5%
TW
2505
Traveka Wealth
California
$273K +$3.1K +25 +1%
NFSG
2506
Newbridge Financial Services Group
Florida
$272K +$13K +105 +6%
PPW
2507
Presilium Private Wealth
Pennsylvania
$270K -$35K -282 -13%
CM
2508
Columbus Macro
Pennsylvania
$270K -$5.34K -43 -2%
TCOK
2509
Trust Company of Kansas
Kansas
$270K -$300K -2,417 -56%
RCWM
2510
Royal Capital Wealth Management
Indiana
$269K – – –
FFL
2511
Financial Freedom LLC
Ohio
$269K +$373 +3 +0.2%
WF
2512
Wayfinding Financial
Washington
$269K -$5.71K -46 -2%
MCM
2513
MV Capital Management
Maryland
$269K +$3.73K +30 +2%
WR
2514
WD Rutherford
Oregon
$269K +$15.9K +128 +7%
HI
2515
Humankind Investments
New York
$269K -$98.6K -794 -29%
BWM
2516
Baron Wealth Management
Michigan
$268K +$5.22K +42 +2%
PJSIMP
2517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$6.21K -50 -3%
DWG
2518
Darden Wealth Group
Michigan
$268K – – –
JIP
2519
Jaffetilchin Investment Partners
Florida
$268K +$11.4K +92 +5%
LFP
2520
Lakeshore Financial Planning
Michigan
$268K +$124 +1 +0.1%
PHWM
2521
Pine Harbor Wealth Management
Maryland
$268K – – –
MF
2522
Meridian Financial
Massachusetts
$268K – – –
VC
2523
Veracity Capital
Georgia
$267K -$31.5K -254 -12%
LIA
2524
Lynx Investment Advisory
District of Columbia
$266K +$234K +1,887 New
IFO
2525
Independent Family Office
New York
$266K – – –
99 100
101
102 103