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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2026
Kowal Investment Group
Wisconsin
$219K +$204K +2,685 New
THL
2027
Tillman Hartley LLC
Colorado
$219K +$204K +2,681 New
CNC
2028
Citizens & Northern Corp
Pennsylvania
$219K -$78.4K -1,031 -28%
VIA
2029
Virtus Investment Advisers
Connecticut
$217K – – –
CMS
2030
Capital Market Strategies
Florida
$216K +$201K +2,648 New
CWM
2031
Compass Wealth Management
Connecticut
$216K +$201K +2,648 New
CSS
2032
Cubist Systematic Strategies
Connecticut
$216K -$36.7M -482,720 -99%
WRPWM
2033
Werba Rubin Papier Wealth Management
California
$216K +$201K +2,645 New
FC
2034
Family CFO
California
$215K – – –
SWA
2035
SFMG Wealth Advisors
Texas
$214K -$1.77M -23,319 -90%
JF
2036
JSF Financial
California
$214K +$199K +2,623 New
AIFAIM
2037
American Institute for Advanced Investment Management
Arizona
$214K +$199K +2,622 New
C
2038
Covestor
United Kingdom
$214K -$34K -447 -15%
PAMG
2039
Patton Albertson Miller Group
Tennessee
$214K +$199K +2,617 New
FFG
2040
Ford Financial Group
California
$214K +$199K +2,614 New
FAM
2041
Flaharty Asset Management
Florida
$213K +$198K +2,603 New
OHWP
2042
Oak Harbor Wealth Partners
North Carolina
$213K +$198K +2,603 New
KFS
2043
Kelly Financial Services
Massachusetts
$213K -$11K -145 -5%
AFT
2044
Alpha Family Trust
California
$213K +$198K +2,600 New
JHCP
2045
Jackson Hole Capital Partners
Oklahoma
$212K +$197K +2,593 New
FC
2046
Financial Council
Maryland
$212K +$197K +2,590 New
MFWP
2047
Mosaic Family Wealth Partners
Missouri
$211K +$197K +2,587 New
IP
2048
Ignite Planners
California
$211K +$180K +2,366 New
HNWA
2049
Henrickson Nauta Wealth Advisors
Michigan
$210K +$195K +2,569 New
WCG
2050
Weaver Consulting Group
California
$210K +$195K +2,563 New
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