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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
3201
August Group Capital
$290K +$355K +1,490 New
OPOWM
3202
One Plus One Wealth Management
Florida
$290K -$13.8K -58 -4%
SWRP
3203
Summit Wealth & Retirement Planning
California
$289K +$238 +1 +0.1%
BAM
3204
Blueshift Asset Management
New Jersey
$289K +$353K +1,482 New
CFA
3205
CWS Financial Advisors
Michigan
$288K – – –
TFA
3206
Tobias Financial Advisors
Florida
$288K -$43.8K -184 -11%
TL
3207
Tradewinds LLC
North Carolina
$288K +$238 +1 +0.1%
PPW
3208
Presilium Private Wealth
Pennsylvania
$287K +$2.14K +9 +0.6%
PCM
3209
Payne Capital Management
New York
$287K -$44K -185 -11%
NQWM
3210
Northwest Quadrant Wealth Management
Oregon
$287K -$71K -298 -17%
RMC
3211
Ring Mountain Capital
California
$287K +$8.33K +35 +2%
TFA
3212
Transamerica Financial Advisors
Florida
$286K +$137K +577 +65%
LF
3213
Lighthouse Financial
Florida
$285K +$5K +21 +1%
MPCA
3214
Madison Park Capital Advisors
Washington
$285K – – –
AWMM
3215
Aegis Wealth Management (Maryland)
Maryland
$285K +$40K +168 +13%
BWP
3216
Barlow Wealth Partners
Kentucky
$284K +$19K +80 +6%
APW
3217
Aurora Private Wealth
New Jersey
$284K +$347K +1,458 New
CWA
3218
CogentBlue Wealth Advisors
Tennessee
$284K -$36.7K -154 -10%
SRPTWM
3219
Split Rock Private Trading & Wealth Management
Minnesota
$284K +$347K +1,456 New
KCPG
3220
Kavar Capital Partners Group
Kansas
$284K +$17.6K +74 +5%
CHJWM
3221
Carlton Hofferkamp & Jenks Wealth Management
Texas
$284K – – –
CAWM
3222
Capital Advisors Wealth Management
Washington
$283K +$32.9K +138 +11%
MWM
3223
Massachusetts Wealth Management
Massachusetts
$283K – – –
PWP
3224
Precedent Wealth Partners
Texas
$282K -$55.7K -234 -14%
BWM
3225
Brown Wealth Management
Illinois
$282K -$30K -126 -8%
127 128
129
130 131