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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1676
Main Street Financial Solutions
Pennsylvania
$380K +$79.7K +1,049 +29%
DTC
1677
Davidson Trust Company
Washington
$379K -$11.4K -150 -3%
OAM
1678
Occidental Asset Management
California
$377K – – –
KWM
1679
Kaydan Wealth Management
Michigan
$377K – – –
OL
1680
Optas LLC
Texas
$377K -$21.5K -283 -6%
BWG
1681
Beta Wealth Group
California
$376K -$15.2K -200 -4%
AWM
1682
Aberdeen Wealth Management
Illinois
$376K – – –
APS
1683
American Planning Services
Florida
$376K +$349K +4,596 +114,900%
OIM
1684
Orca Investment Management
Oregon
$376K +$2.43K +32 +0.7%
AIP
1685
Almanack Investment Partners
Pennsylvania
$376K +$349K +4,596 New
EFG
1686
Everhart Financial Group
Ohio
$375K -$39.4K -519 -10%
GA
1687
Geller Advisors
New York
$374K +$21.5K +283 +7%
SW
1688
SlateStone Wealth
Florida
$374K +$4.71K +62 +1%
TPWA
1689
TRUE Private Wealth Advisors
Oregon
$373K +$18.8K +248 +6%
ESB
1690
Essex Savings Bank
Connecticut
$372K -$608 -8 -0.2%
CWP
1691
Concord Wealth Partners
Virginia
$372K -$198K -2,610 -36%
AF
1692
Apexium Financial
Texas
$372K -$15.7K -206 -4%
SFPG
1693
Stonebridge Financial Planning Group
Florida
$369K – – –
IIC
1694
Integrated Investment Consultants
Michigan
$368K +$77.7K +1,022 +29%
RCS
1695
Retirement Capital Strategies
California
$367K -$19.2K -253 -5%
AFG
1696
Allegheny Financial Group
Pennsylvania
$367K +$341K +4,487 New
IF
1697
Ironwood Financial
Arizona
$367K – – –
FL
1698
Fort LP
Maryland
$366K -$167K -2,200 -33%
CBFP
1699
Cedar Brook Financial Partners
Ohio
$366K -$26.4K -347 -7%
AC
1700
Apella Capital
Connecticut
$366K +$6.92K +91 +2%
66 67
68
69 70