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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2226
Cornerstone Planning Group
New Jersey
$27.9K +$24.7K +325 New
SFG
2227
Steward Financial Group
Texas
$27K +$25.5K +336 New
IAS
2228
IMA Advisory Services
Colorado
$26.8K – – –
IRAG
2229
Investment Research & Advisory Group
Georgia
$26.4K – – –
JWM
2230
Janiczek Wealth Management
Colorado
$25.6K +$2.66K +35 +14%
CIR
2231
Clear Investment Research
Georgia
$25K +$22.8K +300 New
MLA
2232
MB, Levis & Associates
Pennsylvania
$24.5K +$22.8K +300 New
OAJ
2233
Ogorek Anthony Joseph
New York
$24K – – –
LIA
2234
Luken Investment Analytics
Tennessee
$22.2K +$20.7K +272 New
SC
2235
Steph & Co
Wisconsin
$22K – – –
RWM
2236
Raffa Wealth Management
District of Columbia
$21.4K +$1.22K +16 +7%
SA
2237
SRH Advisors
Kansas
$21K – – –
ORAM
2238
One River Asset Management
Connecticut
$20.7K +$19.3K +254 New
RDIA
2239
RE Dickinson Investment Advisors
Iowa
$19K – – –
FA
2240
Fiduciary Alliance
South Carolina
$18.2K +$16.9K +222 New
MWC
2241
MBM Wealth Consultants
Missouri
$18K -$11.4K -150 -41%
OCM
2242
Orion Capital Management
California
$17.1K – – –
SIC
2243
SJS Investment Consulting
Ohio
$16.3K -$24.5K -323 -62%
IFS
2244
Intelligent Financial Strategies
Minnesota
$16.3K – – –
LOIP
2245
Live Oak Investment Partners
Texas
$16.3K – – –
LWA
2246
Lowe Wealth Advisors
Maryland
$16.3K – – –
WWP
2247
WR Wealth Planners
Missouri
$16.3K – – –
BAM
2248
Baldrige Asset Management
Pennsylvania
$16K – – –
BC
2249
Barrett & Company
Rhode Island
$15.9K – – –
MDCM
2250
Morgan Dempsey Capital Management
Wisconsin
$15.9K – – –
88 89
90
91 92