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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
3076
Pacific Sun Financial
California
$307K +$227K +1,403 New
WCM
3077
Warburton Capital Management
Oklahoma
$306K +$198K +1,226 New
AWA
3078
Acorn Wealth Advisors
Michigan
$306K +$226K +1,398 New
MF
3079
Meridian Financial
Massachusetts
$305K +$225K +1,395 New
BWM
3080
Brown Wealth Management
Illinois
$304K +$224K +1,390 New
KCM
3081
Kendall Capital Management
Maryland
$304K +$224K +1,390 New
EWS
3082
Evergreen Wealth Solutions
Pennsylvania
$303K +$224K +1,387 New
LWAM
3083
Legacy Wealth Asset Management
Minnesota
$303K +$224K +1,387 New
SFP
3084
Sterling Financial Planning
New Jersey
$303K +$224K +1,387 New
CPP
3085
Capasso Planning Partners
South Carolina
$303K -$105K -651 -32%
KCPG
3086
Kavar Capital Partners Group
Kansas
$302K +$223K +1,382 New
KA
3087
Kooman & Associates
Pennsylvania
$302K +$223K +1,382 New
HCM
3088
Hengehold Capital Management
Ohio
$302K +$223K +1,380 New
GWM
3089
GDS Wealth Management
Texas
$302K -$23.4K -145 -10%
RCA
3090
Riverview Capital Advisers
Massachusetts
$301K +$223K +1,379 New
PWP
3091
Precedent Wealth Partners
Texas
$301K +$223K +1,379 New
SA
3092
Shilanski & Associates
Alaska
$301K +$222K +1,376 New
B
3093
Bensler
Washington
$301K -$21.8K -135 -9%
KC
3094
Kinloch Capital
Virginia
$300K +$222K +1,373 New
ACM
3095
Ascent Capital Management
Oregon
$300K +$222K +1,373 New
GKIM
3096
GW&K Investment Management
Massachusetts
$300K +$6.3K +39 +3%
WDC
3097
Woodward Diversified Capital
California
$300K +$221K +1,371 New
CWM
3098
Copia Wealth Management
Oregon
$300K -$969 -6 -0.4%
SI
3099
Saxon Interests
Texas
$299K – – –
JE
3100
JMAC Enterprises
Pennsylvania
$299K +$221K +1,366 New
122 123
124
125 126