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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KPPF
2326
Klein Pavlis & Peasley Financial
California
$246K +$255K +2,337 New
SCA
2327
Sandy Cove Advisors
Massachusetts
$246K +$255K +2,337 New
FIA
2328
FNY Investment Advisers
New York
$246K -$363K -3,326 -59%
TI
2329
TTP Investments
California
$246K -$61.9K -567 -20%
RA
2330
Riverstone Advisors
Texas
$246K – – –
GWM
2331
Greenhouse Wealth Management
Connecticut
$246K – – –
LG
2332
LaFleur & Godfrey
Michigan
$245K +$254K +2,325 New
RMAM
2333
Raab & Moskowitz Asset Management
New Jersey
$245K -$5.46K -50 -2%
MAM
2334
Mainsail Asset Management
Alabama
$242K +$251K +2,300 New
FWM
2335
ForthRight Wealth Management
Georgia
$242K – – –
DA
2336
Dash Acquisitions
California
$242K +$4.91K +45 +2%
BCMLT
2337
Beacon Capital Management LLC (Tennessee)
Tennessee
$242K -$21.7K -199 -8%
SC
2338
Shearwater Capital
Colorado
$241K – – –
AWAG
2339
ARS Wealth Advisors Group
Florida
$240K -$21.6K -198 -8%
JC
2340
Jentner Corp
Ohio
$240K +$982 +9 +0.4%
DWA
2341
Delap Wealth Advisory
Oregon
$240K +$248K +2,272 New
LEA
2342
Legacy Edge Advisors
New York
$239K +$248K +2,270 New
MF
2343
Manchester Financial
California
$239K -$15.4K -141 -6%
SC
2344
Seldon Capital
California
$239K – – –
MLFP
2345
MPS Loria Financial Planners
Illinois
$239K +$655 +6 +0.3%
PEA
2346
Park Edge Advisors
Ohio
$238K – – –
UWM
2347
USAdvisors Wealth Management
Minnesota
$238K +$247K +2,259 New
RI
2348
Rinkey Investments
California
$238K +$246K +2,257 New
BB
2349
Berkshire Bank
Massachusetts
$238K – – –
SWM
2350
Segment Wealth Management
Texas
$237K -$30.6K -280 -11%
92 93
94
95 96