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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1601
WealthPLAN Partners
Nebraska
$324K +$5.05K +78 +2%
IC
1602
Inscription Capital
Texas
$323K +$19.4K +300 +7%
SSG
1603
Summit Securities Group
New York
$323K +$298K +4,600 New
CCG
1604
Chatham Capital Group
Georgia
$322K – – –
MW
1605
MBL Wealth
North Carolina
$322K +$18K +278 +6%
BOPW
1606
Brandywine Oak Private Wealth
Pennsylvania
$320K -$19.2K -297 -6%
CL
1607
Choreo LLC
Illinois
$320K +$14.4K +223 +5%
SPC
1608
Stewart & Patten Company
California
$319K -$25.9K -400 -8%
CBT
1609
CoreFirst Bank & Trust
Kansas
$318K -$8.42K -130 -3%
HI
1610
HBK Investments
Texas
$316K -$11.2M -172,313 -97%
IF
1611
Ironwood Financial
Arizona
$315K -$10.4K -160 -3%
NL
1612
Navalign LLC
California
$315K +$291K +4,495 New
GP
1613
Girard Partners
Pennsylvania
$314K -$19.5K -301 -6%
MC
1614
Middleton & Co
Massachusetts
$314K -$6.47K -100 -2%
EWM
1615
Evermay Wealth Management
Virginia
$314K +$1.42K +22 +0.5%
AF
1616
Apexium Financial
Texas
$313K +$65 +1 +0%
AWA
1617
Arkadios Wealth Advisors
Georgia
$313K +$80.6K +1,245 +39%
SEP
1618
Southland Equity Partners
Missouri
$312K -$712 -11 -0.2%
MMM
1619
Mendel Money Management
Illinois
$312K – – –
SHA
1620
Seneca House Advisors
Virginia
$312K +$65 +1 +0%
IIC
1621
Ironwood Investment Counsel
Arizona
$311K +$712 +11 +0.2%
ERWM
1622
Elk River Wealth Management
Colorado
$311K +$6.99K +108 +3%
CFSG
1623
Community Financial Services Group
Vermont
$308K -$303K -4,681 -52%
CAL
1624
Capital Advisors Ltd
Ohio
$308K – – –
WA
1625
Wealth Architects
California
$308K +$2.14K +33 +0.8%
63 64
65
66 67