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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
2851
J.L. Bainbridge & Co
Florida
$219K +$186K +1,284 New
SWRP
2852
Summit Wealth & Retirement Planning
California
$218K +$186K +1,281 New
KCM
2853
Kornitzer Capital Management
Kansas
$218K +$186K +1,281 New
KFA
2854
Kelleher Financial Advisors
New York
$218K +$185K +1,278 New
CWG
2855
Crown Wealth Group
North Carolina
$217K +$185K +1,276 New
DWAM
2856
Duncan Williams Asset Management
Tennessee
$217K +$185K +1,276 New
FFA
2857
Florida Financial Advisors
Florida
$217K +$185K +1,275 New
LSWM
2858
Lorne Steinberg Wealth Management
Canada
$217K +$185K +1,275 New
ISWM
2859
Independent Solutions Wealth Management
New York
$217K +$185K +1,274 New
SWM
2860
Sanctuary Wealth Management
Idaho
$217K – – –
DSAM
2861
Dock Street Asset Management
Florida
$216K +$184K +1,270 New
BWFA
2862
Baltimore-Washington Financial Advisors
Maryland
$216K +$183K +1,265 New
LL
2863
LWMG LLC
Minnesota
$215K +$183K +1,264 New
XT
2864
XTX Topco
Cayman Islands
$215K +$183K +1,263 New
VH
2865
Visionary Horizons
Tennessee
$215K +$183K +1,262 New
LWP
2866
LMG Wealth Partners
Louisiana
$215K +$183K +1,262 New
RIM
2867
Redwood Investment Management
Arizona
$215K -$418K -2,885 -70%
IIM
2868
Ironwood Investment Management
Massachusetts
$215K -$62.1K -429 -25%
WGC
2869
Watts Gwilliam & Co
Arizona
$215K +$178K +1,232 New
SC
2870
Solstein Capital
California
$214K – – –
AA
2871
Acorns Advisers
California
$214K +$182K +1,257 New
PWP
2872
Precedent Wealth Partners
Texas
$214K +$181K +1,253 New
MAG
2873
MRA Advisory Group
New Jersey
$213K +$181K +1,252 New
SFA
2874
Souders Financial Advisors
Ohio
$213K +$181K +1,248 New
TP
2875
Tranquility Partners
Tennessee
$213K +$181K +1,248 New
113 114
115
116 117