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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2051
CGC Financial Services
Oregon
$332K – – –
KA
2052
KLCM Advisors
Wisconsin
$331K -$92.3K -797 -20%
KI
2053
Kapitalo Investimentos
Brazil
$331K +$361K +3,123 New
BA
2054
Bluesphere Advisors
Pennsylvania
$330K – – –
PCA
2055
Peddock Capital Advisors
Massachusetts
$330K +$29.9K +258 +9%
BFA
2056
Brendel Financial Advisors
New Hampshire
$329K – – –
WCM
2057
Washburn Capital Management
Florida
$329K +$359K +3,105 New
FCFC
2058
First Citizens Financial Corp
Iowa
$328K +$81K +700 +29%
MCM
2059
MV Capital Management
Maryland
$328K +$6.6K +57 +2%
TFG
2060
Tilson Financial Group
New Jersey
$324K – – –
BFA
2061
Beacon Financial Advisory
Ohio
$323K +$3.24K +28 +0.9%
WCP
2062
Wick Capital Partners
Pennsylvania
$322K +$158K +1,362 +81%
CWP
2063
Core Wealth Partners
California
$322K -$22.9K -198 -6%
GFA
2064
Gallagher Fiduciary Advisors
Illinois
$322K +$67.7K +585 +24%
HPM
2065
Hoxton Planning & Management
West Virginia
$322K +$9.61K +83 +3%
TI
2066
Truepoint Inc
Ohio
$320K +$350K +3,020 New
AWM
2067
Aries Wealth Management
Maine
$319K +$2.55K +22 +0.8%
RW
2068
REDW Wealth
New Mexico
$318K – – –
MFS
2069
Mirabella Financial Services
United Kingdom
$318K -$115K -996 -25%
AAM
2070
AR Asset Management
California
$318K – – –
PGA
2071
Portland Global Advisors
Maine
$318K – – –
CC
2072
Constitution Capital
Connecticut
$318K – – –
FWP
2073
FAS Wealth Partners
Kansas
$316K +$119K +1,029 +53%
NFP
2074
Narus Financial Partners
Utah
$314K -$5.79K -50 -2%
RPGK
2075
Retirement Planning Group (Kansas)
Kansas
$314K – – –
81 82
83
84 85