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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2101
Opes Wealth Management
California
$217K -$80.5K -918 -28%
GWM
2102
Greenhouse Wealth Management
Connecticut
$216K +$204K +2,329 New
HP
2103
Hyperion Partners
Pennsylvania
$216K +$204K +2,326 New
STC
2104
Sarah T. Connolly
$216K -$17.5K -200 -8%
LIM
2105
Loudon Investment Management
New Hampshire
$216K +$204K +2,325 New
IWA
2106
Inspirion Wealth Advisors
Illinois
$216K -$19.7K -225 -9%
RA
2107
Riverstone Advisors
Texas
$215K +$203K +2,310 New
RP
2108
Rowlandmiller & Partners
Georgia
$214K +$16.8K +192 +9%
TA
2109
Trellis Advisors
Washington
$214K +$202K +2,298 New
TF
2110
Trek Financial
Arizona
$213K +$201K +2,293 New
SC
2111
Shearwater Capital
Colorado
$213K +$201K +2,290 New
NWM
2112
Northwest Wealth Management
Iowa
$213K +$201K +2,290 New
RCG
2113
Rock Creek Group
District of Columbia
$213K +$25.7K +293 +15%
FRA
2114
Front Row Advisors
California
$212K – – –
RB
2115
Renasant Bank
Mississippi
$212K -$176K -2,004 -47%
EWM
2116
EPG Wealth Management
Georgia
$212K +$200K +2,278 New
IW
2117
Imprint Wealth
South Carolina
$211K +$199K +2,270 New
SC
2118
Seldon Capital
California
$210K – – –
D
2119
Diversified
Delaware
$210K -$42.4K -484 -18%
PEA
2120
Park Edge Advisors
Ohio
$210K +$198K +2,259 New
BB
2121
Berkshire Bank
Massachusetts
$210K +$198K +2,255 New
CAS
2122
Coppell Advisory Solutions
Texas
$209K +$30K +342 +17%
CASC
2123
Coppell Advisory Solutions Corp
Texas
$209K +$30K +342 +17%
AMCA
2124
Arthur M. Cohen & Associates
Illinois
$209K +$197K +2,248 New
GGS
2125
Galvin Gaustad & Stein
Arizona
$209K +$197K +2,248 New
83 84
85
86 87