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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2601
LJI Wealth Management
Indiana
$202K -$375K -3,273 -67%
SWA
2602
Strata Wealth Advisors
Texas
$202K +$184K +1,610 New
CCIA
2603
Cherry Creek Investment Advisors
Colorado
$201K +$184K +1,604 New
AGM
2604
Alpine Global Management
New York
$201K +$183K +1,601 New
ICM
2605
Ionic Capital Management
New York
$201K -$160K -1,400 -47%
PP
2606
Pingora Partners
Wyoming
$201K – – –
TW
2607
Transform Wealth
Colorado
$201K +$183K +1,598 New
PWA
2608
Physician Wealth Advisors
Utah
$201K +$190K +1,663 New
TFGT
2609
TS Financial Group (TSFG)
Illinois
$200K -$8.58K -75 -4%
IC
2610
Iconiq Capital
California
$200K +$182K +1,592 New
MRCM
2611
M&R Capital Management
New Jersey
$199K -$120K -1,048 -40%
SWM
2612
Sugarloaf Wealth Management
Georgia
$198K +$114 +1 +0.1%
CWM
2613
Compass Wealth Management
Connecticut
$197K -$20.6K -180 -10%
TC
2614
Tacita Capital
Ontario, Canada
$197K – – –
RA
2615
Rise Advisors
New York
$195K +$93.4K +816 +111%
CYG
2616
Clean Yield Group
Vermont
$195K – – –
NOI
2617
Newton One Investments
Delaware
$191K +$572 +5 +0.3%
JPWM
2618
Jamison Private Wealth Management
Georgia
$191K +$143K +1,246 +455%
AEPWM
2619
Atlantic Edge Private Wealth Management
Florida
$191K – – –
WFA
2620
West Financial Advisors
Iowa
$189K -$11.4K -100 -6%
PCMC
2621
Planning Capital Management Corporation
Pennsylvania
$186K -$26.4K -231 -14%
BSB
2622
Bangor Savings Bank
Maine
$185K -$101K -886 -38%
BAM
2623
Bellevue Asset Management
Washington
$184K -$26.3K -230 -14%
AIM
2624
Acropolis Investment Management
Missouri
$183K -$229 -2 -0.1%
PCFFS
2625
Pacific Center for Financial Services
California
$179K -$9.27K -81 -5%
103 104
105
106 107