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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1951
Allegheny Financial Group
Pennsylvania
$813K +$5.36K +37 +0.8%
SSWM
1952
Strait & Sound Wealth Management
California
$811K -$45.9K -317 -6%
LCM
1953
LVM Capital Management
Michigan
$810K – – –
BMM
1954
Buffington Mohr McNeal
Idaho
$804K – – –
PA
1955
Promethium Advisors
Maryland
$801K +$681K +4,702 New
WCP
1956
Wick Capital Partners
Pennsylvania
$798K +$150K +1,038 +28%
PPH
1957
Pure Portfolios Holdings
Oregon
$798K +$679K +4,685 New
SIA
1958
SkyView Investment Advisors
New Jersey
$797K -$73.4K -507 -10%
LWM
1959
Lodestone Wealth Management
Washington
$796K -$10.4K -72 -2%
DS
1960
DRW Securities
Illinois
$796K -$11M -75,840 -94%
MIM
1961
Macroview Investment Management
Maryland
$795K +$2.03K +14 +0.3%
CW
1962
Channel Wealth
California
$793K – – –
APS
1963
American Planning Services
Florida
$792K +$7.24K +50 +1%
DFCM
1964
Dark Forest Capital Management
Puerto Rico
$789K -$207K -1,432 -24%
BHPW
1965
Beverly Hills Private Wealth
California
$787K +$28.5K +197 +4%
SW
1966
SMART Wealth
Nebraska
$786K +$668K +4,611 New
RA
1967
Ransom Advisory
Rhode Island
$783K – – –
ABLA
1968
Alan B. Lancz & Associates
Ohio
$783K – – –
BTC
1969
Bank & Trust Company
Illinois
$782K – – –
HAFG
1970
Hansen & Associates Financial Group
California
$782K +$646K +4,460 New
ETC
1971
Exchange Traded Concepts
Oklahoma
$782K +$406K +2,802 +157%
AA
1972
Aire Advisors
California
$781K -$57.4K -396 -8%
CPA
1973
Cardiff Park Advisors
California
$779K +$11K +76 +2%
SFS
1974
Security Financial Services
Indiana
$779K -$28.1K -194 -4%
BHWM
1975
Bar Harbor Wealth Management
New Hampshire
$777K -$75.8K -523 -10%
77 78
79
80 81