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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1676
Occidental Asset Management
California
$323K -$291K -3,982 -46%
TWM
1677
Thrive Wealth Management
Pennsylvania
$323K -$1.32K -18 -0.4%
CLOS
1678
Compagnie Lombard Odier SCmA
Switzerland
$322K – – –
AWM
1679
Aberdeen Wealth Management
Illinois
$321K – – –
APS
1680
American Planning Services
Florida
$321K – – –
PWP
1681
Perfromance Wealth Partners
Illinois
$321K +$11K +150 +3%
BWG
1682
Beta Wealth Group
California
$321K +$22K +300 +7%
CG
1683
Cutler Group
California
$320K -$1.4M -19,188 -81%
OL
1684
Optas LLC
Texas
$317K -$228K -3,112 -41%
MIA
1685
MainStreet Investment Advisors
Illinois
$317K -$208K -2,843 -38%
DCM
1686
DGS Capital Management
New Jersey
$316K +$28K +382 +9%
SFPG
1687
Stonebridge Financial Planning Group
Florida
$315K – – –
SF
1688
Summit Financial
New Jersey
$315K -$16.9K -231 -5%
HWA
1689
Heartwood Wealth Advisors
Virginia
$314K -$49K -670 -13%
BOPW
1690
Brandywine Oak Private Wealth
Pennsylvania
$314K -$35.6K -487 -10%
NL
1691
Navalign LLC
California
$314K – – –
FPWM
1692
FSB Premier Wealth Management
Iowa
$314K +$4.54K +62 +1%
TIAM2
1693
Tru Independence Asset Management 2
Oregon
$313K -$30.8K -421 -9%
IF
1694
Ironwood Financial
Arizona
$313K – – –
CBT
1695
CoreFirst Bank & Trust
Kansas
$312K +$3.66K +50 +1%
AF
1696
Affiance Financial
Minnesota
$310K – – –
KCM
1697
Kornitzer Capital Management
Kansas
$310K – – –
CAGAS
1698
Capital Advisory Group Advisory Services
Minnesota
$309K – – –
ERWM
1699
Elk River Wealth Management
Colorado
$309K – – –
LDFR
1700
Lehman & Derafelo Financial Resources
Pennsylvania
$309K – – –
66 67
68
69 70