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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
3101
GW&K Investment Management
Massachusetts
$418K +$30K +118 +9%
SWRP
3102
Summit Wealth & Retirement Planning
California
$417K – – –
WA
3103
WPG Advisers
Maryland
$416K +$66K +259 +21%
MAM
3104
Mullooly Asset Management
New Jersey
$416K – – –
CFA
3105
CWS Financial Advisors
Michigan
$416K +$255 +1 +0.1%
TL
3106
Tradewinds LLC
North Carolina
$415K +$376K +1,477 New
PCA
3107
Purkiss Capital Advisors
Connecticut
$413K +$9.17K +36 +3%
PRP
3108
Peak Retirement Planning
Ohio
$413K +$3.31K +13 +0.9%
RMC
3109
Ring Mountain Capital
California
$413K +$28.8K +113 +8%
PPW
3110
Presilium Private Wealth
Pennsylvania
$412K – – –
TWG
3111
The Wealth Group
Minnesota
$412K +$42.3K +166 +13%
PHS
3112
Pekin Hardy Strauss
Illinois
$411K +$81K +318 +28%
AT
3113
American Trust
Kentucky
$411K – – –
MPCA
3114
Madison Park Capital Advisors
Washington
$411K – – –
AWA
3115
A4 Wealth Advisors
North Carolina
$410K +$372K +1,459 New
CHJWM
3116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$409K -$25.5K -100 -6%
XWM
3117
Xcel Wealth Management
Florida
$409K +$1.02K +4 +0.3%
MWM
3118
Massachusetts Wealth Management
Massachusetts
$408K – – –
WF
3119
Wayfinding Financial
Washington
$407K -$35.1K -138 -9%
LF
3120
Lighthouse Financial
Florida
$405K – – –
FLP
3121
Financial Life Planners
Arizona
$405K +$764 +3 +0.2%
CFP
3122
Cascade Financial Partners
California
$404K +$76.4K +300 +26%
SSWM
3123
Sheets Smith Wealth Management
North Carolina
$404K -$255 -1 -0.1%
SAM
3124
Satovsky Asset Management
New York
$403K +$764 +3 +0.2%
RP
3125
Rice Partnership
Hawaii
$403K +$4.07K +16 +1%
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125
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