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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2951
Mowery & Schoenfeld Wealth Management
Illinois
$100K – – –
DF
2952
Dunhill Financial
United Kingdom
$99.5K +$23K +159 +37%
FCT
2953
First Community Trust
Iowa
$99.3K – – –
CIAS
2954
CBIZ Investment Advisory Services
Ohio
$99.1K +$15.8K +109 +23%
CWM
2955
Cedar Wealth Management
California
$97.6K – – –
CPA
2956
Clear Point Advisors
New York
$95.3K +$145 +1 +0.2%
LB
2957
Legacy Bridge
Iowa
$89.1K +$13.5K +93 +22%
BC
2958
Broadwater Capital
Massachusetts
$87.8K – – –
OAJ
2959
Ogorek Anthony Joseph
New York
$87K +$31.3K +216 +72%
RWM
2960
Ruedi Wealth Management
Illinois
$86.7K -$101K -698 -58%
HF
2961
Halpern Financial
Virginia
$86.2K +$2.03K +14 +3%
MSFP
2962
Mark Sheptoff Financial Planning
Connecticut
$85.2K -$37.8K -261 -34%
CTWM
2963
Cherry Tree Wealth Management
Minnesota
$84.9K – – –
TWD
2964
True Wealth Design
Ohio
$84.3K -$25.9K -179 -27%
PWMG
2965
Private Wealth Management Group
New Jersey
$83.3K +$1.01K +7 +1%
FWA
2966
FSC Wealth Advisors
New York
$81.3K – – –
NCM
2967
Northwest Capital Management
Oregon
$81.1K – – –
MIA
2968
MeadowBrook Investment Advisors
Michigan
$80.6K -$2.03K -14 -3%
PFA
2969
Pathway Financial Advisers
Indiana
$74.2K – – –
ACM
2970
Aster Capital Management
United Arab Emirates
$74K +$62.9K +434 New
TLA
2971
Tanglewood Legacy Advisors
Texas
$73.8K – – –
FFWM
2972
Future Financial Wealth Management
Ohio
$72.4K +$61.6K +425 New
FCM
2973
Fourpath Capital Management
Oklahoma
$70.2K +$59.7K +412 New
CPG
2974
Cornerstone Planning Group
New Jersey
$68.8K +$2.9K +20 +5%
GA
2975
GoalVest Advisory
New York
$68.2K -$14.5K -100 -20%
117 118
119
120 121