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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LPFG
2901
Landing Point Financial Group
Ohio
$532K +$482K +1,893 New
HBT
2902
Heartland Bank & Trust
Illinois
$531K +$35.1K +138 +8%
IFO
2903
Independent Family Office
New York
$530K – – –
FWM
2904
FFT Wealth Management
Pennsylvania
$529K – – –
SI
2905
Saxon Interests
Texas
$529K +$51.7K +203 +10%
MA
2906
Maxele Advisors
Missouri
$529K +$255 +1 +0.1%
TPW
2907
TL Private Wealth
Texas
$528K +$255 +1 +0.1%
CFG
2908
Copley Financial Group
California
$528K -$108K -424 -18%
WP
2909
WealthShield Partners
North Carolina
$528K +$1.02K +4 +0.2%
CFFP
2910
Center for Financial Planning
Michigan
$527K -$50.9K -200 -10%
AWA
2911
Adapt Wealth Advisors
Georgia
$525K +$1.78K +7 +0.4%
FF
2912
Francis Financial
$525K +$261K +1,023 New
PWM
2913
Pines Wealth Management
North Carolina
$524K +$17.1K +67 +4%
SCM
2914
Semanteon Capital Management
Massachusetts
$524K -$341K -1,339 -42%
WIM
2915
Warwick Investment Management
Texas
$524K +$94K +369 +25%
CM
2916
Columbus Macro
Pennsylvania
$524K -$98.6K -387 -17%
OWM
2917
Opes Wealth Management
California
$523K -$38.2K -150 -7%
BMWM
2918
Brown Miller Wealth Management
Virginia
$523K -$43.3K -170 -8%
LAM
2919
Lingohr Asset Management
Germany
$521K -$305K -1,196 -39%
LSIA
2920
LaSalle St. Investment Advisors
Illinois
$520K +$13.5K +53 +3%
AIA
2921
Affinity Investment Advisors
California
$519K – – –
OCM
2922
Osterweis Capital Management
California
$519K – – –
IWP
2923
IAG Wealth Partners
Wisconsin
$519K +$36.4K +143 +8%
LAM
2924
Lakewood Asset Management
Illinois
$518K – – –
CIC
2925
Concord Investment Counsel
California
$518K +$469K +1,843 New
115 116
117
118 119