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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3151
Alchemi Wealth
Connecticut
$217K -$32.3K -199 -12%
PFM
3152
Phillips Financial Management
Indiana
$217K -$59K -363 -20%
SP
3153
Successful Portfolios
Florida
$217K +$813 +5 +0.3%
SFS
3154
Sharp Financial Services
Pennsylvania
$216K +$16.3K +100 +7%
WCP
3155
Wealthcare Capital Partners
Pennsylvania
$216K -$5.2K -32 -2%
B
3156
Bensler
Washington
$216K +$27.5K +169 +13%
FS
3157
Financial Symmetry
North Carolina
$216K +$3.09K +19 +1%
TA
3158
Tactive Advisors
Florida
$215K +$238K +1,464 New
CDWM
3159
Campbell Deegan Wealth Management
Virginia
$215K +$4.55K +28 +2%
MC
3160
Mirabaud & Cie
Switzerland
$214K +$237K +1,457 New
SRPTWM
3161
Split Rock Private Trading & Wealth Management
Minnesota
$214K – – –
NWWA
3162
New Wave Wealth Advisors
Arkansas
$214K -$148K -912 -39%
KCPG
3163
Kavar Capital Partners Group
Kansas
$214K – – –
IWM
3164
IMG Wealth Management
Florida
$214K -$175K -1,076 -43%
MWM
3165
Massachusetts Wealth Management
Massachusetts
$213K – – –
PGFG
3166
Pine Grove Financial Group
Minnesota
$213K +$18.2K +112 +8%
CCIA
3167
Cherry Creek Investment Advisors
Colorado
$213K +$236K +1,450 New
HC
3168
Headland Capital
South Carolina
$213K +$236K +1,449 New
SCM
3169
Saxony Capital Management
Missouri
$213K +$36.2K +223 +18%
IA
3170
Inspire Advisors
Idaho
$213K +$67.6K +416 +40%
FLP
3171
Financial Life Planners
Arizona
$213K +$650 +4 +0.3%
FI
3172
Financial Insights
Washington
$213K – – –
BBES
3173
Buffalo Business & Estate Services
New York
$212K -$95.1K -585 -29%
SAM
3174
Satovsky Asset Management
New York
$212K +$650 +4 +0.3%
SIC
3175
SJS Investment Consulting
Ohio
$212K -$375K -2,308 -62%
125 126
127
128 129