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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
3201
United Financial Planning Group
New York
$213K -$10.7K -59 -4%
MWM
3202
Massachusetts Wealth Management
Massachusetts
$212K – – –
FI
3203
Financial Insights
Washington
$212K +$906 +5 +0.3%
FLP
3204
Financial Life Planners
Arizona
$212K +$725 +4 +0.3%
AW
3205
Alchemi Wealth
Connecticut
$212K -$4.89K -27 -2%
SIC
3206
SJS Investment Consulting
Ohio
$212K +$1.09K +6 +0.4%
EFMH
3207
E Fund Management (HK)
Hong Kong
$212K -$18.5K -102 -7%
WCP
3208
Wealthcare Capital Partners
Pennsylvania
$212K -$4.71K -26 -2%
DIM
3209
DLK Investment Management
California
$212K -$84.1K -464 -24%
AWA
3210
Acorn Wealth Advisors
Michigan
$211K +$1.45K +8 +0.6%
KRW
3211
Kaufman Rossin Wealth
Florida
$211K +$265K +1,464 New
AGC
3212
August Group Capital
$211K -$33K -182 -11%
LGG
3213
Luts & Greenleigh Group
Maryland
$211K -$14K -77 -5%
VH
3214
Visionary Horizons
Tennessee
$210K +$260K +1,433 New
TCOK
3215
Trust Company of Kansas
Kansas
$210K -$90.6K -500 -26%
SMA
3216
Sage Mountain Advisors
Georgia
$210K +$260K +1,432 New
LAM
3217
Lotus Asset Management
Tennessee
$210K +$260K +1,432 New
HC
3218
Headland Capital
South Carolina
$210K -$3.26K -18 -1%
SGWM
3219
Sterling Group Wealth Management
California
$210K +$259K +1,430 New
CFFP
3220
Center for Financial Planning
Michigan
$209K -$75.9K -419 -23%
MWM
3221
Melfa Wealth Management
Massachusetts
$208K – – –
LBA
3222
Letko, Brosseau & Associates
Quebec, Canada
$208K – – –
NB
3223
Northwest Bancshares
Pennsylvania
$208K -$43.5K -240 -14%
LWA
3224
LifeGoal Wealth Advisors
New York
$208K +$257K +1,417 New
MAM
3225
Mullooly Asset Management
New Jersey
$208K – – –
127 128
129
130 131