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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2776
Pincus Capital Management
New York
$326K -$57.4K -353 -14%
WLPWM
2777
Walled Lake Planning & Wealth Management
Illinois
$326K +$488 +3 +0.1%
CSB
2778
City State Bank
Iowa
$325K – – –
TFGT
2779
TS Financial Group (TSFG)
Illinois
$325K +$31.9K +196 +10%
DI
2780
DDFG Inc
California
$325K +$325 +2 +0.1%
EPA
2781
Element Pointe Advisors
Florida
$325K +$44.7K +275 +14%
MWP
2782
Meridian Wealth Partners
Pennsylvania
$324K +$11.5K +71 +3%
MFG
2783
Mosaic Financial Group
Illinois
$324K +$358K +2,204 New
MLFP
2784
MPS Loria Financial Planners
Illinois
$324K +$813 +5 +0.2%
WIC
2785
Wilkins Investment Counsel
Massachusetts
$324K -$16.3K -100 -4%
MPW
2786
MA Private Wealth
California
$323K +$5.04K +31 +1%
RFA
2787
Rollins Financial Advisors
New York
$323K +$123K +759 +53%
SWM
2788
Seed Wealth Management
Illinois
$322K – – –
GPI
2789
General Partner Inc
Pennsylvania
$322K – – –
MUMSS
2790
Mitsubishi UFJ Morgan Stanley Securities
Japan
$322K -$1.29M -7,937 -78%
TL
2791
Tradewinds LLC
North Carolina
$322K +$64.2K +395 +27%
RFN
2792
RDA Financial Network
Iowa
$321K -$1.18M -7,245 -77%
LAS
2793
Legacy Advisory Services
Pennsylvania
$320K +$354K +2,177 New
WG
2794
Wealth Group
North Carolina
$320K – – –
SWM
2795
SilverOak Wealth Management
Minnesota
$320K – – –
PCM
2796
Palisade Capital Management
New Jersey
$320K +$353K +2,173 New
SWG
2797
Summit Wealth Group
Vermont
$319K – – –
AIFAIM
2798
American Institute for Advanced Investment Management
Arizona
$318K – – –
GRR
2799
Golden Reserve Retirement
Ohio
$318K -$488K -3,003 -58%
DPI
2800
Diversified Portfolios Inc
Michigan
$317K -$223K -1,370 -39%
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