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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
W
3001
WorthPointe
California
$473K -$18.3K -72 -4%
LFG
3002
Lockerman Financial Group
California
$473K +$46.6K +183 +12%
ATC
3003
Advantage Trust Company
Kansas
$473K – – –
PWP
3004
Precedent Wealth Partners
Texas
$472K +$76.7K +301 +22%
SC
3005
Solstein Capital
California
$472K – – –
WFS
3006
Widmann Financial Services
Maryland
$472K – – –
CWMGO
3007
Capstone Wealth Management Group (Oregon)
Oregon
$470K +$2.8K +11 +0.7%
4WM
3008
44 Wealth Management
Oregon
$470K -$21.6K -85 -5%
FWM
3009
Fingerlakes Wealth Management
New York
$470K +$764 +3 +0.2%
TFA
3010
Tobias Financial Advisors
Florida
$468K -$24.7K -97 -6%
BBI
3011
Baxter Bros Inc
Connecticut
$467K -$94.2K -370 -18%
PCM
3012
Payne Capital Management
New York
$467K -$43.8K -172 -9%
MSG
3013
Main Street Group
Virginia
$465K -$6.62K -26 -2%
SDAM
3014
Shulman DeMeo Asset Management
New York
$464K – – –
TAM
3015
Tealwood Asset Management
Minnesota
$464K +$420K +1,650 New
2L
3016
25 LLC
Missouri
$463K +$15.5K +61 +4%
EAM
3017
Eukles Asset Management
Ohio
$463K – – –
CFGW
3018
Chancellor Financial Group WB
Pennsylvania
$462K -$102K -400 -20%
VPWA
3019
Vestia Personal Wealth Advisors
Indiana
$461K +$11.2K +44 +3%
GC
3020
GatePass Capital
Ohio
$461K +$137K +539 +49%
BOPW
3021
Brandywine Oak Private Wealth
Pennsylvania
$461K +$29.5K +116 +8%
SF
3022
SWP Financial
California
$460K – – –
LWP
3023
LeClair Wealth Partners
Ohio
$460K -$2.55K -10 -0.6%
EIG
3024
Ellenbecker Investment Group
Wisconsin
$459K +$255 +1 +0.1%
AFIA
3025
America First Investment Advisors
Nebraska
$459K – – –
119 120
121
122 123