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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1701
Journey Strategic Wealth
New Jersey
$599K -$149K -1,445 -22%
CWP
1702
Capital Wealth Planning
Florida
$599K -$2.16M -20,932 -81%
FCB
1703
First County Bank
Connecticut
$596K -$42.6K -412 -8%
SWM
1704
Silverlake Wealth Management
Vermont
$596K -$40.8K -395 -7%
SFPG
1705
Stonebridge Financial Planning Group
Florida
$595K – – –
SPM
1706
Symmetry Peak Management
Pennsylvania
$595K +$517K +5,000 New
UM
1707
Ulysses Management
New York
$595K +$517K +5,000 New
CWM
1708
C2C Wealth Management
Arizona
$594K – – –
FHC
1709
First Heartland Consultants
Missouri
$594K -$7.03K -68 -1%
OWA
1710
Octavia Wealth Advisors
Ohio
$593K +$61.3K +593 +14%
SXL
1711
Summit X LLC
Missouri
$593K -$55.7K -539 -10%
4WM
1712
4J Wealth Management
Virginia
$593K +$515K +4,977 New
LPAM
1713
Lodestar Private Asset Management
California
$592K +$8.38K +81 +2%
WCM
1714
Whitener Capital Management
North Carolina
$592K – – –
TWM
1715
Triton Wealth Management
Arizona
$591K – – –
KP
1716
Keel Point
Alabama
$591K +$54.5K +527 +12%
OSNBOA
1717
Old Second National Bank of Aurora
Illinois
$591K -$10.3K -100 -2%
CIAS
1718
Capital Investment Advisory Services
North Carolina
$588K -$124K -1,195 -19%
GHA
1719
GW Henssler & Associates
Georgia
$588K +$10.3K +100 +2%
PFG
1720
PAX Financial Group
Texas
$585K -$107K -1,034 -17%
BBA
1721
BLB&B Advisors
Pennsylvania
$584K -$94.2K -911 -16%
PL
1722
Parthenon LLC
Kentucky
$584K – – –
SAM
1723
Sompo Asset Management
Japan
$582K +$22.7K +220 +5%
CWS
1724
Cypress Wealth Services
California
$579K +$65.6K +634 +15%
HIA
1725
HTG Investment Advisors
Connecticut
$579K +$20.1K +194 +4%
67 68
69
70 71