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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
3576
Kennedy Investment Group
New Jersey
$228K +$207K +811 New
DF
3577
DecisionPoint Financial
Arizona
$228K – – –
WA
3578
Whipplewood Advisors
Colorado
$228K -$86.3K -339 -30%
CCM
3579
Compass Capital Management
Minnesota
$228K +$206K +810 New
RCA
3580
Ranch Capital Advisors
Florida
$227K +$206K +808 New
NRW
3581
Nova R Wealth
Kansas
$227K -$38.7K -152 -16%
API
3582
Asset Planning Inc
California
$227K +$12.7K +50 +7%
WCM
3583
WealthBridge Capital Management
Ohio
$227K -$49.9K -196 -20%
CCMI
3584
Creative Capital Management Investments
California
$227K +$2.04K +8 +1%
RW
3585
RVW Wealth
California
$227K +$205K +806 New
BCM
3586
Boreal Capital Management
Florida
$226K +$147K +579 +257%
FPW
3587
Flywheel Private Wealth
California
$226K +$205K +804 New
EIA
3588
Eldridge Investment Advisors
New Hampshire
$226K +$204K +803 New
FDDB
3589
Fidelity D&D Bancorp
Pennsylvania
$226K +$204K +802 New
SMCM
3590
Sky-Mountain Capital Management
Idaho
$225K -$63.7K -250 -23%
PPG
3591
Peak Planning Group
Colorado
$225K +$204K +802 New
SCA
3592
Stuart Chaussee & Associates
California
$225K – – –
FOFP
3593
Fee-Only Financial Planning
South Carolina
$225K +$204K +800 New
GA
3594
Gordian Advisors
Arizona
$225K +$204K +800 New
WG
3595
Warner Group
Connecticut
$225K +$204K +800 New
FWM
3596
FMB Wealth Management
California
$225K +$203K +799 New
SAM
3597
Smithbridge Asset Management
Pennsylvania
$225K +$203K +799 New
SA
3598
Stewardship Advisors
Pennsylvania
$224K +$203K +798 New
DQRIM
3599
Dale Q Rice Investment Management
Washington
$224K +$192K +755 New
VBFP
3600
Valtinson Bruner Financial Planning
Minnesota
$224K +$203K +797 New
142 143
144
145 146