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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1901
Wealth Dimensions Group
Ohio
$267K -$3.12K -41 -1%
UL
1902
Unionview LLC
Washington
$267K +$248K +3,268 New
ME
1903
McIlrath & Eck
Washington
$267K -$7.6K -100 -3%
RWM
1904
RKL Wealth Management
Pennsylvania
$267K +$248K +3,264 New
SRC
1905
Shufro Rose & Co
New York
$266K -$4.18K -55 -2%
OWM
1906
Opes Wealth Management
California
$266K -$1.75K -23 -0.7%
HIC
1907
Hartline Investment Corp
Illinois
$266K -$435K -5,727 -64%
GWM
1908
GDS Wealth Management
Texas
$266K -$3.5K -46 -1%
SAM
1909
Summit Asset Management
Tennessee
$265K +$246K +3,242 New
AMBIA
1910
Allen Mooney & Barnes Investment Advisors
Georgia
$265K +$246K +3,240 New
MC
1911
Montag & Caldwell
Georgia
$265K +$246K +3,239 New
I
1912
INVST
Indiana
$265K +$227K +2,993 New
IA
1913
Insight Advisors
Pennsylvania
$265K +$242K +3,184 New
B
1914
Bellecapital
Switzerland
$264K +$246K +3,234 New
KC
1915
Kingfisher Capital
North Carolina
$264K -$232K -3,054 -49%
SAM
1916
Secure Asset Management
Michigan
$264K +$245K +3,226 New
FFP
1917
FourThought Financial Partners
Florida
$264K +$245K +3,223 New
FCP
1918
Fidelis Capital Partners
Florida
$263K +$231K +3,041 New
KL
1919
KilterHowling LLC
Colorado
$263K +$244K +3,215 New
JBA
1920
Johnson Bixby & Associates
Washington
$261K +$243K +3,198 New
FZCM
1921
Flynn Zito Capital Management
New York
$261K +$243K +3,198 New
CWA
1922
Canvas Wealth Advisors
Kansas
$261K +$229K +3,014 New
SEP
1923
Southland Equity Partners
Missouri
$261K +$243K +3,197 New
PG
1924
Patten Group
Tennessee
$261K – – –
CWG
1925
Cornerstone Wealth Group
North Carolina
$261K -$385K -5,062 -61%
75 76
77
78 79