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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
A
2301
Argentarii
Ohio
$809K +$6.94K +43 +1%
PWMG
2302
Pinnacle Wealth Management Group
Michigan
$808K – – –
TWM
2303
TriaGen Wealth Management
California
$808K +$16.8K +104 +3%
RPGK
2304
Retirement Planning Group (Kansas)
Kansas
$807K +$46.8K +290 +9%
LCM
2305
Lazari Capital Management
California
$806K +$1.29K +8 +0.2%
UBV
2306
United Bank (Virginia)
Virginia
$806K -$165K -1,024 -22%
SDWMA
2307
Schneider Downs Wealth Management Advisors
Pennsylvania
$806K – – –
TWP
2308
Triad Wealth Partners
Kansas
$803K +$204K +1,264 +52%
NWM
2309
Northcape Wealth Management
New York
$801K +$4.2K +26 +0.7%
CPA
2310
Capital Performance Advisors
California
$800K -$23.7K -147 -4%
UB
2311
Umpqua Bank
Oregon
$800K +$63.6K +394 +13%
FA
2312
Fountainhead AM
New Jersey
$795K +$262K +1,623 +81%
WBG
2313
Wharton Business Group
Pennsylvania
$794K -$109K -675 -16%
NRC
2314
New Republic Capital
North Carolina
$792K +$39.2K +243 +7%
VBFG
2315
Vishria Bird Financial Group
Tennessee
$791K -$22K -136 -4%
WSC
2316
Wellington Shields & Co
New York
$790K – – –
TCWM
2317
Total Clarity Wealth Management
Illinois
$789K -$113K -699 -16%
PWM
2318
Prosperity Wealth Management
California
$789K +$582K +3,607 New
FH
2319
FWG Holdings
Florida
$789K +$86.4K +535 +21%
IF
2320
Intrua Financial
Texas
$788K +$161 +1 +0%
CRIG
2321
Charter Research & Investment Group
Connecticut
$787K -$105K -650 -15%
TC
2322
TFR Capital
Texas
$785K +$39.9K +247 +7%
DDC
2323
DF Dent & Co
Maryland
$785K -$207K -1,283 -26%
CH
2324
Canton Hathaway
Rhode Island
$784K – – –
OHWA
2325
Oak Hill Wealth Advisors
Virginia
$782K – – –
91 92
93
94 95