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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
3101
Kornitzer Capital Management
Kansas
$213K – – –
MWM
3102
Manske Wealth Management
Texas
$213K +$227K +1,280 New
PWP
3103
Precedent Wealth Partners
Texas
$213K +$4.09K +23 +2%
LSPW
3104
Lake Street Private Wealth
Illinois
$213K -$2.67K -15 -1%
LSWM
3105
Lorne Steinberg Wealth Management
Canada
$212K – – –
SWM
3106
Sanctuary Wealth Management
Idaho
$212K – – –
PRP
3107
Peak Retirement Planning
Ohio
$211K +$225K +1,269 New
SF
3108
Seros Financial
Arizona
$211K +$266K +1,495 New
SFP
3109
Sterling Financial Planning
New Jersey
$211K +$225K +1,266 New
BWFA
3110
Baltimore-Washington Financial Advisors
Maryland
$211K – – –
LWP
3111
LMG Wealth Partners
Louisiana
$211K +$178 +1 +0.1%
VH
3112
Visionary Horizons
Tennessee
$210K -$355 -2 -0.2%
BFPW
3113
BOK Financial Private Wealth
Colorado
$210K +$5.15K +29 +2%
NA
3114
Novus Advisors
South Carolina
$210K +$224K +1,259 New
SC
3115
Solstein Capital
California
$209K – – –
ST
3116
Sageworth Trust
Pennsylvania
$209K +$9.41K +53 +4%
PFS
3117
Prospect Financial Services
New York
$209K +$223K +1,255 New
TP
3118
Tranquility Partners
Tennessee
$209K +$888 +5 +0.4%
WFA
3119
WestHill Financial Advisors
California
$206K – – –
HFS
3120
Heritage Financial Services
Massachusetts
$205K -$13.3K -75 -6%
CFGW
3121
Chancellor Financial Group WB
Pennsylvania
$205K +$219K +1,232 New
BWA
3122
BCU Wealth Advisors
Illinois
$205K +$178 +1 +0.1%
CTB
3123
Country Trust Bank
Illinois
$205K – – –
CWC
3124
Carolinas Wealth Consulting
North Carolina
$205K +$21K +118 +11%
GCM
3125
Gables Capital Management
Florida
$204K +$62.2K +350 +40%
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125
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