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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3101
Redwood Investment Management
Arizona
$215K +$5.33K +30 +2%
PDM
3102
Penn Davis McFarland
Texas
$215K – – –
EWM
3103
Edge Wealth Management
New York
$215K +$229K +1,290 New
SWRP
3104
Summit Wealth & Retirement Planning
California
$214K – – –
KCM
3105
Kornitzer Capital Management
Kansas
$213K – – –
MWM
3106
Manske Wealth Management
Texas
$213K +$227K +1,280 New
PWP
3107
Precedent Wealth Partners
Texas
$213K +$4.09K +23 +2%
LSPW
3108
Lake Street Private Wealth
Illinois
$213K -$2.67K -15 -1%
LSWM
3109
Lorne Steinberg Wealth Management
Canada
$212K – – –
SWM
3110
Sanctuary Wealth Management
Idaho
$212K – – –
PRP
3111
Peak Retirement Planning
Ohio
$211K +$225K +1,269 New
SF
3112
Seros Financial
Arizona
$211K +$266K +1,495 New
SFP
3113
Sterling Financial Planning
New Jersey
$211K +$225K +1,266 New
BWFA
3114
Baltimore-Washington Financial Advisors
Maryland
$211K – – –
LWP
3115
LMG Wealth Partners
Louisiana
$211K +$178 +1 +0.1%
VH
3116
Visionary Horizons
Tennessee
$210K -$355 -2 -0.2%
BFPW
3117
BOK Financial Private Wealth
Colorado
$210K +$5.15K +29 +2%
NA
3118
Novus Advisors
South Carolina
$210K +$224K +1,259 New
SC
3119
Solstein Capital
California
$209K – – –
ST
3120
Sageworth Trust
Pennsylvania
$209K +$9.41K +53 +4%
PFS
3121
Prospect Financial Services
New York
$209K +$223K +1,255 New
TP
3122
Tranquility Partners
Tennessee
$209K +$888 +5 +0.4%
WFA
3123
WestHill Financial Advisors
California
$206K – – –
HFS
3124
Heritage Financial Services
Massachusetts
$205K -$13.3K -75 -6%
CFGW
3125
Chancellor Financial Group WB
Pennsylvania
$205K +$219K +1,232 New
123 124
125
126 127