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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2701
Charter Oak Capital Management
New Hampshire
$349K -$17.7K -109 -4%
SRC
2702
Shufro Rose & Co
New York
$349K -$19.7K -121 -5%
AWM
2703
Aberdeen Wealth Management
Illinois
$349K – – –
LWMNY
2704
Landmark Wealth Management (New York)
New York
$348K +$22.8K +140 +6%
KFP
2705
Kerr Financial Planning
California
$348K +$20.5K +126 +6%
RB
2706
Rodgers Brothers
Pennsylvania
$348K – – –
RA
2707
Riversedge Advisors
Delaware
$348K +$128K +785 +50%
LEA
2708
Legacy Edge Advisors
New York
$347K -$21.1K -130 -5%
SFG
2709
SageGuard Financial Group
Tennessee
$347K +$384K +2,360 New
MHIP
2710
Mountain Hill Investment Partners
New Jersey
$347K +$202K +1,240 +111%
QFPS
2711
Quantum Financial Planning Services
Washington
$347K -$15K -92 -4%
PNAA
2712
Pictet North America Advisors
Switzerland
$347K – – –
EGWAG
2713
Elwood & Goetz Wealth Advisory Group
Georgia
$347K +$42.4K +261 +12%
SMA
2714
Seven Mile Advisory
New Jersey
$346K -$531K -3,265 -58%
CCP
2715
Clarkston Capital Partners
Michigan
$346K -$641K -3,946 -63%
EP
2716
Ehrenkranz Partners
New York
$345K -$12.2K -75 -3%
RDFA
2717
Ritter Daniher Financial Advisory
Ohio
$345K +$2.28K +14 +0.6%
PCA
2718
Peddock Capital Advisors
Massachusetts
$345K – – –
S
2719
SharpePoint
Arizona
$344K +$125K +769 +49%
TPWA
2720
Twin Peaks Wealth Advisors
California
$343K -$49.6K -305 -12%
PIA
2721
Pinion Investment Advisors
Kansas
$343K -$81.3K -500 -18%
GWM
2722
Greenhouse Wealth Management
Connecticut
$343K – – –
PI
2723
Pachira Investments
California
$342K +$29.3K +180 +8%
EL
2724
Essex LLC
Illinois
$342K +$11.7K +72 +3%
SPWG
2725
Syntegra Private Wealth Group
Missouri
$341K -$5.2K -32 -1%
107 108
109
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