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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2251
Pinnacle Wealth Management Group
Michigan
$616K +$35.5K +200 +6%
OCPWS
2252
One Charles Private Wealth Services
Massachusetts
$615K +$4.97K +28 +0.8%
FWP
2253
FAS Wealth Partners
Kansas
$615K -$43.9K -247 -6%
EW
2254
Elyxium Wealth
California
$615K -$756K -4,256 -54%
LCM
2255
Lazari Capital Management
California
$615K -$50.4K -284 -7%
XSC
2256
X-Square Capital
Puerto Rico
$615K +$533 +3 +0.1%
SDWMA
2257
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K – – –
RP
2258
Riverwater Partners
Wisconsin
$614K +$1.42K +8 +0.2%
AO
2259
Advisor OS
Illinois
$613K +$109K +612 +20%
FPL
2260
Fortress Private Ledger
North Carolina
$612K +$652K +3,673 New
WA
2261
Wealth Architects
California
$611K -$110K -620 -14%
FIBT
2262
First International Bank & Trust
North Dakota
$611K -$11.9K -67 -2%
HIMC
2263
Heritage Investors Management Corp
Maryland
$611K +$17.8K +100 +3%
DE
2264
Diversified Enterprises
Delaware
$610K +$85.3K +480 +15%
WF
2265
WoodTrust Financial
Wisconsin
$610K +$95.2K +536 +17%
MPWS
2266
McCarter Private Wealth Services
Massachusetts
$610K – – –
GAM
2267
Gould Asset Management
California
$608K +$31.3K +176 +5%
NWM
2268
Northcape Wealth Management
New York
$607K -$72.8K -410 -10%
SFG
2269
Sovereign Financial Group
Connecticut
$605K -$3.91K -22 -0.6%
CCG
2270
Ceeto Capital Group
Florida
$605K – – –
CCWM
2271
Correct Capital Wealth Management
Missouri
$605K +$17.4K +98 +3%
GA
2272
Goldstein Advisors
Wisconsin
$605K +$414K +2,331 +180%
IFA
2273
Index Fund Advisors
California
$605K – – –
MMHP
2274
Murphy Middleton Hinkle & Parker
Georgia
$604K -$35.5K -200 -5%
TWM
2275
TriaGen Wealth Management
California
$603K – – –
89 90
91
92 93