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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
3001
Perbak Capital Partners
United Kingdom
$341K +$252K +1,560 New
PCMM
3002
Piedmont Capital Management (Montana)
Montana
$340K +$251K +1,553 New
NOI
3003
Newton One Investments
Delaware
$338K +$969 +6 +0.4%
AWMG
3004
Alliance Wealth Management Group
New Jersey
$338K – – –
CAM
3005
Chesapeake Asset Management
New York
$338K -$19.7K -122 -7%
PCM
3006
Pennsylvania Capital Management
Pennsylvania
$338K -$45.1K -279 -15%
SCI
3007
Silver Coast Investments
United States
$336K -$5.81K -36 -2%
WQ
3008
Wealth Quarterback
New Jersey
$335K +$323 +2 +0.1%
SL
3009
Sentinus LLC
Illinois
$335K +$247K +1,531 New
TA
3010
TPG Advisors
Illinois
$335K +$247K +1,531 New
PFM
3011
Phillips Financial Management
Indiana
$334K +$247K +1,528 New
CCM
3012
Cloud Capital Management
Washington
$334K +$56K +347 +35%
1WM
3013
1858 Wealth Management
Ohio
$334K -$68.8K -426 -22%
BOPW
3014
Brandywine Oak Private Wealth
Pennsylvania
$333K -$70.2K -435 -22%
RMC
3015
Ring Mountain Capital
California
$333K +$219K +1,355 New
CWM
3016
Cherrydale Wealth Management
New Jersey
$333K -$323 -2 -0.1%
HFS
3017
Hopwood Financial Services
Virginia
$332K -$16.1K -100 -6%
VCM
3018
Verde Capital Management
Michigan
$332K -$2.91K -18 -1%
OFS
3019
Oldfather Financial Services
Nebraska
$332K +$1.61K +10 +0.7%
BWM
3020
BCS Wealth Management
Tennessee
$332K +$245K +1,517 New
NWMG
3021
National Wealth Management Group
Ohio
$330K +$244K +1,509 New
HI
3022
Humankind Investments
New York
$329K -$4.52K -28 -2%
KBFS
3023
Kohmann Bosshard Financial Services
Ohio
$329K – – –
SRC
3024
Shufro Rose & Co
New York
$329K – – –
JSL
3025
JT Stratford LLC
Georgia
$328K +$243K +1,502 New
119 120
121
122 123