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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3401
Avion Wealth
Texas
$51K +$23.6K +130 +59%
CTWM
3402
Cherry Tree Wealth Management
Minnesota
$50K -$4.71K -26 -7%
TCM
3403
TD Capital Management
Tennessee
$49.6K – – –
RWM
3404
RMG Wealth Management
Wisconsin
$46.1K +$1.27K +7 +2%
P
3405
Palladiem
Pennsylvania
$45.9K -$31.4K -173 -36%
PS
3406
Planning Strategies
Pennsylvania
$44.6K +$55.1K +304 New
BDLIB
3407
Banque de Luxembourg Investments (BLI)
Luxembourg
$44.4K -$6.86M -37,836 -99%
1L
3408
10Elms LLP
Oklahoma
$44.1K +$54.6K +301 New
HA
3409
Heartland Advisors
Wisconsin
$44K – – –
ICM
3410
Islay Capital Management
Texas
$44K – – –
WPWM
3411
Western Pacific Wealth Management
Illinois
$44K – – –
VWA
3412
Valued Wealth Advisors
Utah
$43.1K +$3.99K +22 +8%
SC
3413
Swan Capital
Florida
$42.5K -$9.06K -50 -15%
DWM
3414
Dogwood Wealth Management
Kansas
$42.4K +$3.26K +18 +7%
EWP
3415
Elevation Wealth Partners
California
$42.3K +$3.63K +20 +7%
TWM
3416
Tripletail Wealth Management
Florida
$42.1K +$54.4K +300 New
BIM
3417
Breakwater Investment Management
Washington
$41.5K +$1.27K +7 +3%
CFM
3418
Cornerstone Financial Management
Massachusetts
$40.9K +$19.9K +110 +65%
SG
3419
Sankala Group
Colorado
$40.7K -$725 -4 -1%
SFAM
3420
Sawyer Falduto Asset Management
Illinois
$40.6K – – –
FC
3421
Financial Consulate
Maryland
$39.3K +$17.6K +97 +57%
AF
3422
Align Financial
Minnesota
$39.1K – – –
BC
3423
Broadwater Capital
Massachusetts
$38.3K -$9.61K -53 -17%
1GI
3424
180 GPS Investments
$38.1K +$47.1K +260 New
MNA
3425
Manning & Napier Advisors
New York
$38K +$37K +204 +385%
135 136
137
138 139