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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3501
TCP Asset Management
Ohio
$208K +$1.43K +6 +0.6%
SPA
3502
Sentinel Pension Advisors
Massachusetts
$207K -$4.05K -17 -2%
LSWM
3503
Lorne Steinberg Wealth Management
Canada
$207K – – –
NLP
3504
Next Level Private
New York
$206K -$2.38K -10 -0.9%
SIP
3505
Snowwater Investment Partners
Connecticut
$206K +$252K +1,058 New
CWM
3506
Cranbrook Wealth Management
Michigan
$206K – – –
WDC
3507
Woodward Diversified Capital
California
$205K -$71.9K -302 -22%
FWM
3508
Foguth Wealth Management
Michigan
$205K +$250K +1,050 New
PCMK
3509
Paragon Capital Management (Kansas)
Kansas
$205K -$59.8K -251 -19%
IIA
3510
Integrity Investment Advisors
Colorado
$205K +$250K +1,052 New
TWP
3511
Tower Wealth Partners
Pennsylvania
$205K +$250K +1,052 New
CW
3512
Curio Wealth
Maryland
$205K – – –
SWM
3513
SFG Wealth Management
Maryland
$205K – – –
LBC
3514
Lane Brothers & Co
Arizona
$204K +$250K +1,049 New
DCM
3515
Dudley Capital Management
Virginia
$204K -$383K -1,610 -61%
SW
3516
SMART Wealth
Nebraska
$204K -$47.9K -201 -16%
MWM
3517
McNaughton Wealth Management
California
$204K +$5.95K +25 +2%
AMPWP
3518
Alvarez & Marsal Private Wealth Partners
Florida
$204K +$249K +1,045 New
CS
3519
Capital Square
Tennessee
$204K -$21.7K -91 -8%
FF
3520
Friday Financial
Iowa
$203K +$5.48K +23 +2%
TWPM
3521
Total Wealth Planning & Management
Florida
$203K +$248K +1,040 New
AA
3522
ACT Advisors
North Carolina
$202K +$10.2K +43 +4%
JA
3523
JVL Associates
Michigan
$202K -$9.76K -41 -4%
MIM
3524
MTM Investment Management
South Carolina
$202K – – –
IPAM
3525
ICICI Prudential Asset Management
India
$201K – – –
139 140
141
142 143