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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2776
REDW Wealth
New Mexico
$272K – – –
IAS
2777
Investment Advisory Services
Texas
$272K -$93.3K -573 -23%
MWM
2778
Manske Wealth Management
Texas
$272K +$108K +662 +52%
HP
2779
Holistic Planning
Texas
$271K +$6.02K +37 +2%
CAC
2780
Core Alternative Capital
Georgia
$271K -$118K -727 -27%
CFFP
2781
Center for Financial Planning
Michigan
$270K +$44.8K +275 +17%
MF
2782
Magnetar Financial
Illinois
$269K -$71.8K -441 -19%
SWM
2783
SilverOak Wealth Management
Minnesota
$267K – – –
FFL
2784
Financial Freedom LLC
Ohio
$267K +$326 +2 +0.1%
RCWM
2785
Royal Capital Wealth Management
Indiana
$267K – – –
FFA
2786
Fi3 Financial Advisors
Indiana
$266K -$11.9K -73 -4%
CFS
2787
Coordinated Financial Services
Colorado
$266K +$163 +1 +0.1%
DWG
2788
Darden Wealth Group
Michigan
$266K – – –
PJSIMP
2789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K – – –
CB
2790
Community Bank
New York
$265K -$48.8K -300 -14%
PCM
2791
Payne Capital Management
New York
$265K +$12.2K +75 +4%
PHWM
2792
Pine Harbor Wealth Management
Maryland
$265K – – –
CWA
2793
Clarus Wealth Advisors
Arizona
$264K +$310K +1,903 New
IFO
2794
Independent Family Office
New York
$263K – – –
WCFA
2795
Walkner Condon Financial Advisors
Wisconsin
$263K +$10.4K +64 +4%
SFA
2796
Souders Financial Advisors
Ohio
$263K +$86.6K +532 +39%
MA
2797
Maxele Advisors
Missouri
$262K +$163 +1 +0.1%
WP
2798
WealthShield Partners
North Carolina
$262K +$65.3K +401 +27%
PA
2799
PFW Advisors
Georgia
$262K +$326 +2 +0.1%
NQWM
2800
Northwest Quadrant Wealth Management
Oregon
$261K -$163 -1 -0.1%
110 111
112
113 114