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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
3051
Manhattan West Asset Management
California
$319K +$236K +1,461 New
MPCA
3052
Madison Park Capital Advisors
Washington
$319K +$1.61K +10 +0.7%
AT
3053
American Trust
Kentucky
$319K +$236K +1,460 New
HCWM
3054
Hidden Cove Wealth Management
Washington
$319K +$236K +1,459 New
PRP
3055
Peak Retirement Planning
Ohio
$318K +$235K +1,456 New
MFG
3056
Mustico Financial Group
New York
$318K +$204K +1,265 New
RWM
3057
Riverchase Wealth Management
Texas
$317K – – –
AG
3058
Algert Global
California
$317K +$234K +1,452 New
MWM
3059
Massachusetts Wealth Management
Massachusetts
$317K – – –
XWM
3060
Xcel Wealth Management
Florida
$317K +$234K +1,450 New
MTWM
3061
Masso Torrence Wealth Management
New Jersey
$315K +$323 +2 +0.1%
LF
3062
Lighthouse Financial
Florida
$315K – – –
SSWM
3063
Sheets Smith Wealth Management
North Carolina
$314K -$13.7K -85 -6%
SQA
3064
Simon Quick Advisors
New Jersey
$314K -$1.14M -7,089 -83%
FLP
3065
Financial Life Planners
Arizona
$314K +$969 +6 +0.4%
HIM
3066
Harbour Investment Management
Washington
$314K – – –
PCA
3067
Purkiss Capital Advisors
Connecticut
$314K – – –
WMP
3068
Wealth Management Partners
Arizona
$313K +$218K +1,347 New
SAM
3069
Satovsky Asset Management
New York
$313K -$7.59K -47 -3%
BWM
3070
BigSur Wealth Management
Florida
$312K -$15.3K -95 -6%
CDWM
3071
Campbell Deegan Wealth Management
Virginia
$312K +$230K +1,427 New
DIP
3072
DT Investment Partners
Pennsylvania
$312K -$9.04K -56 -4%
GA
3073
GFS Advisors
Texas
$311K +$230K +1,423 New
BCP
3074
Blue Chip Partners
Michigan
$311K +$229K +1,421 New
RF
3075
Rossby Financial
Florida
$311K +$47.8K +296 +26%
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