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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2651
First Business Financial Services
Wisconsin
$224K +$197K +1,589 New
CNWM
2652
Clay Northam Wealth Management
California
$224K +$197K +1,587 New
MRCM
2653
M&R Capital Management
New Jersey
$224K – – –
SL
2654
SWMG LLC
Texas
$223K +$196K +1,582 New
TCM
2655
TruNorth Capital Management
Michigan
$223K -$13.8K -111 -7%
DJYG
2656
David J. Yvars Group
Florida
$223K -$63.3K -510 -24%
SWM
2657
Sugarloaf Wealth Management
Georgia
$223K +$124 +1 +0.1%
IWA
2658
IVC Wealth Advisors
Pennsylvania
$223K +$196K +1,577 New
FFB
2659
First Financial Bankshares
Texas
$222K -$194K -1,561 -50%
RP
2660
Rice Partnership
Hawaii
$221K +$194K +1,565 New
CCM
2661
Coerente Capital Management
Ontario, Canada
$220K -$12.4K -100 -6%
RA
2662
Rise Advisors
New York
$220K +$621 +5 +0.3%
PA
2663
Prossimo Advisors
California
$220K +$194K +1,560 New
KA
2664
Kooman & Associates
Pennsylvania
$220K +$193K +1,558 New
AEPWM
2665
Atlantic Edge Private Wealth Management
Florida
$220K +$4.97K +40 +3%
PSFG
2666
Prairie Sky Financial Group
Illinois
$220K +$193K +1,556 New
AWM
2667
Atticus Wealth Management
Florida
$219K -$37.4K -301 -16%
CYG
2668
Clean Yield Group
Vermont
$219K – – –
CM
2669
Capital Management
Virginia
$219K +$192K +1,550 New
RWB
2670
RMR Wealth Builders
New Jersey
$219K -$153K -1,233 -44%
WFMPM
2671
Woodley Farra Manion Portfolio Management
Indiana
$219K +$192K +1,548 New
AWMG
2672
Alliance Wealth Management Group
New Jersey
$218K +$192K +1,546 New
AL
2673
ACAS LLC
California
$218K -$6.08K -49 -3%
SPWG
2674
Syntegra Private Wealth Group
Missouri
$218K +$192K +1,543 New
MPCG
2675
Matrix Private Capital Group
New York
$217K +$191K +1,535 New
105 106
107
108 109