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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3026
Pines Wealth Management
North Carolina
$236K +$271K +1,526 New
BWM
3027
BigSur Wealth Management
Florida
$235K -$35.7K -201 -12%
EGWAG
3028
Elwood & Goetz Wealth Advisory Group
Georgia
$235K – – –
SCA
3029
Sulzberger Capital Advisors
Florida
$235K +$250K +1,410 New
RI
3030
RWWM Inc
California
$234K – – –
HI
3031
Humankind Investments
New York
$234K -$70.2K -395 -22%
EPIM
3032
Evelyn Partners Investment Management
$234K +$250K +1,405 New
PSB
3033
Piscataqua Savings Bank
New Hampshire
$234K – – –
PSF
3034
Pacific Sun Financial
California
$234K -$533 -3 -0.2%
LBWM
3035
Left Brain Wealth Management
Illinois
$233K – – –
RTC
3036
Riverview Trust Company
Washington
$233K – – –
CDWM
3037
Campbell Deegan Wealth Management
Virginia
$233K +$248K +1,397 New
HCWM
3038
Hidden Cove Wealth Management
Washington
$232K +$248K +1,395 New
MF
3039
Meridian Financial
Massachusetts
$232K -$88.8K -500 -26%
IWA
3040
IVC Wealth Advisors
Pennsylvania
$232K -$14.7K -83 -6%
ISWM
3041
Independent Solutions Wealth Management
New York
$232K +$21.1K +119 +9%
LWAM
3042
Legacy Wealth Asset Management
Minnesota
$232K -$355 -2 -0.1%
PCMM
3043
Piedmont Capital Management (Montana)
Montana
$231K +$178 +1 +0.1%
BCP
3044
Blue Chip Partners
Michigan
$231K -$14K -79 -5%
TA
3045
TPG Advisors
Illinois
$231K – – –
FEG
3046
Financial Enhancement Group
Indiana
$231K +$266K +1,499 New
CWG
3047
Crown Wealth Group
North Carolina
$230K +$19K +107 +8%
KCPG
3048
Kavar Capital Partners Group
Kansas
$230K +$35.5K +200 +17%
MFG
3049
Menard Financial Group
Texas
$230K +$4.97K +28 +2%
SFB
3050
STAR Financial Bank
Indiana
$230K -$14.2K -80 -5%
120 121
122
123 124