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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3176
Intellus Advisors
Florida
$213K -$143K -791 -35%
HFP
3177
Holistic Financial Partners
Indiana
$213K -$23.9K -132 -8%
UFPG
3178
United Financial Planning Group
New York
$213K -$10.7K -59 -4%
MWM
3179
Massachusetts Wealth Management
Massachusetts
$212K – – –
FLP
3180
Financial Life Planners
Arizona
$212K +$725 +4 +0.3%
AW
3181
Alchemi Wealth
Connecticut
$212K -$4.89K -27 -2%
SIC
3182
SJS Investment Consulting
Ohio
$212K +$1.09K +6 +0.4%
EFMH
3183
E Fund Management (HK)
Hong Kong
$212K -$18.5K -102 -7%
WCP
3184
Wealthcare Capital Partners
Pennsylvania
$212K -$4.71K -26 -2%
DIM
3185
DLK Investment Management
California
$212K -$84.1K -464 -24%
AWA
3186
Acorn Wealth Advisors
Michigan
$211K +$1.45K +8 +0.6%
KRW
3187
Kaufman Rossin Wealth
Florida
$211K +$265K +1,464 New
AGC
3188
August Group Capital
$211K -$33K -182 -11%
LGG
3189
Luts & Greenleigh Group
Maryland
$211K -$14K -77 -5%
VH
3190
Visionary Horizons
Tennessee
$210K +$260K +1,433 New
TCOK
3191
Trust Company of Kansas
Kansas
$210K -$90.6K -500 -26%
SMA
3192
Sage Mountain Advisors
Georgia
$210K +$260K +1,432 New
HC
3193
Headland Capital
South Carolina
$210K -$3.26K -18 -1%
SGWM
3194
Sterling Group Wealth Management
California
$210K +$259K +1,430 New
CFFP
3195
Center for Financial Planning
Michigan
$209K -$75.9K -419 -23%
MWM
3196
Melfa Wealth Management
Massachusetts
$208K – – –
LBA
3197
Letko, Brosseau & Associates
Quebec, Canada
$208K – – –
NB
3198
Northwest Bancshares
Pennsylvania
$208K -$43.5K -240 -14%
LWA
3199
LifeGoal Wealth Advisors
New York
$208K +$257K +1,417 New
MAM
3200
Mullooly Asset Management
New Jersey
$208K – – –
126 127
128
129 130