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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
2401
RASP Wealth Solutions
Indiana
$506K +$626K +3,452 New
TFG
2402
Tilson Financial Group
New Jersey
$503K – – –
TWM
2403
Tanager Wealth Management
United Kingdom
$503K +$38.2K +211 +7%
KL
2404
KilterHowling LLC
Colorado
$502K +$544 +3 +0.1%
RL
2405
Rogco LP
Oklahoma
$502K – – –
PSP
2406
Principal Street Partners
Tennessee
$502K +$365K +2,012 +143%
EA
2407
Emerald Advisors
Washington
$502K – – –
BCM
2408
Becker Capital Management
Oregon
$500K +$39.1K +216 +7%
AF
2409
ASL Financial
California
$500K +$618K +3,411 New
ASG
2410
Advisory Solutions Group
Minnesota
$500K +$618K +3,410 New
MFP
2411
Meramec Financial Planners
Missouri
$500K – – –
HA
2412
Harbor Advisors
Florida
$498K – – –
PWP
2413
Pursue Wealth Partners
California
$498K +$322K +1,778 +110%
MSF
2414
Mustard Seed Financial
Arkansas
$498K – – –
RHP
2415
Royal Harbor Partners
Texas
$498K +$181 +1 +0%
FI
2416
Finivi Inc
Massachusetts
$497K -$657K -3,624 -52%
PCS
2417
Private Client Services
Kentucky
$497K -$12.3K -68 -2%
NEWAS
2418
N.E.W. Advisory Services
Wisconsin
$496K +$115K +632 +23%
HNWA
2419
Henrickson Nauta Wealth Advisors
Michigan
$496K +$203K +1,118 +49%
AP
2420
Atwood & Palmer
Missouri
$496K -$9.61K -53 -2%
KFAS
2421
Keating Financial Advisory Services
Kansas
$496K +$85.9K +474 +16%
SCA
2422
Sandy Cove Advisors
Massachusetts
$495K +$37K +204 +6%
CWA
2423
Consilio Wealth Advisors
Washington
$495K +$18.3K +101 +3%
DPW
2424
DiNuzzo Private Wealth
Pennsylvania
$495K -$1.81K -10 -0.3%
NWM
2425
Northwest Wealth Management
Iowa
$494K +$4.17K +23 +0.7%
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97
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