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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1801
Defined Wealth Management
Oregon
$321K – – –
PWP
1802
Perfromance Wealth Partners
Illinois
$320K -$42K -553 -12%
CA
1803
CGN Advisors
Kansas
$319K -$57.3K -754 -16%
FP
1804
Financial Perspectives
Minnesota
$318K – – –
DCM
1805
Donaldson Capital Management
Indiana
$317K +$2.28K +30 +0.8%
GA
1806
Greenspring Advisors
Maryland
$316K – – –
CFA
1807
Cahill Financial Advisors
Minnesota
$315K -$181K -2,385 -38%
LNWTC
1808
Laird Norton Wetherby Trust Company
Washington
$315K +$293K +3,858 New
QFA
1809
Quantum Financial Advisors
California
$315K +$2.81K +37 +1%
AW
1810
Atlas Wealth
Ohio
$315K +$293K +3,850 New
FFG
1811
Frisch Financial Group
New York
$314K +$1.14K +15 +0.4%
JCM
1812
Jag Capital Management
Missouri
$314K +$13.5K +177 +5%
PP
1813
Patron Partners
Texas
$313K – – –
HWM
1814
Horizon Wealth Management
Illinois
$313K -$5.85K -77 -2%
SFG
1815
Summit Financial Group
West Virginia
$313K – – –
CFCI
1816
Comprehensive Financial Consultants Institutional
Indiana
$311K -$7.37K -97 -3%
CM
1817
Columbus Macro
Pennsylvania
$309K -$5.62K -74 -2%
BA
1818
Ballast Advisors
Minnesota
$308K – – –
RRA
1819
Round Rock Advisors
Connecticut
$306K – – –
T
1820
TCWP
Ohio
$306K -$37.5K -493 -12%
PCS
1821
Personal CFO Solutions
New Jersey
$306K -$349K -4,587 -55%
SW
1822
SteelPeak Wealth
California
$306K -$358K -4,707 -56%
FOA
1823
Five Oceans Advisors
California
$305K -$5.09K -67 -2%
FMP
1824
Financial Management Professionals
Texas
$305K +$2.2K +29 +0.8%
RFA
1825
Resurgent Financial Advisors
Georgia
$303K -$4.56K -60 -2%
71 72
73
74 75