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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KPPF
3251
Klein Pavlis & Peasley Financial
California
$247K -$110K -679 -38%
T
3252
Transce3nd
Texas
$247K -$19.1K -118 -9%
VFIC
3253
Valley Forge Investment Consultants
Pennsylvania
$246K +$182K +1,127 New
UWM
3254
USAdvisors Wealth Management
Minnesota
$246K -$188K -1,167 -51%
HP
3255
Haven Private
Florida
$246K +$182K +1,125 New
SAM
3256
Sherman Asset Management
California
$246K – – –
CFA
3257
Capstone Financial Advisors
Illinois
$245K +$181K +1,122 New
AWMM
3258
Aegis Wealth Management (Maryland)
Maryland
$245K – – –
TCM
3259
Tradewinds Capital Management
Washington
$244K -$103K -638 -36%
MWM
3260
MBE Wealth Management
Wisconsin
$243K +$180K +1,112 New
APW
3261
Aurora Private Wealth
New Jersey
$243K +$179K +1,111 New
LIM
3262
Letson Investment Management
Georgia
$242K +$179K +1,107 New
RWA
3263
Redhawk Wealth Advisors
Minnesota
$241K +$178K +1,104 New
DBRC
3264
D.B. Root & Company
Pennsylvania
$241K +$178K +1,104 New
MWM
3265
Maltin Wealth Management
New Jersey
$241K +$178K +1,101 New
UPS
3266
UHLMANN PRICE SECURITIES
Illinois
$241K +$178K +1,100 New
FCM
3267
Firestone Capital Management
Florida
$240K +$178K +1,100 New
GC
3268
GatePass Capital
Ohio
$240K +$178K +1,100 New
IP
3269
Integras Partners
Georgia
$240K +$178K +1,100 New
TWA
3270
Trace Wealth Advisors
California
$240K +$178K +1,100 New
HIS
3271
Horizon Investment Services
Indiana
$240K +$177K +1,099 New
SFC
3272
Strategic Financial Concepts
Texas
$240K +$177K +1,099 New
HWM
3273
Hobbs Wealth Management
Indiana
$240K +$177K +1,098 New
GAM
3274
Grandview Asset Management
Pennsylvania
$240K +$177K +1,097 New
CIG
3275
Cascade Investment Group
Colorado
$239K +$177K +1,095 New
129 130
131
132 133