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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2501
Latitude Advisors
Florida
$380K +$37.8K +232 +9%
BLC
2502
Brown, Lisle/Cummings
Rhode Island
$380K +$8.95K +55 +2%
AA
2503
Acorns Advisers
California
$379K +$171K +1,051 +63%
OA
2504
Oxbow Advisors
Texas
$379K – – –
JCM
2505
Jacobsen Capital Management
Utah
$379K +$43.5K +267 +11%
WMWM
2506
Wilkins Miller Wealth Management
Alabama
$376K +$488 +3 +0.1%
KFS
2507
Kelly Financial Services
Massachusetts
$376K +$18.6K +114 +4%
OWA
2508
ORBA Wealth Advisors
Illinois
$375K – – –
CWM
2509
Centurion Wealth Management
Virginia
$374K – – –
CIP
2510
Convergence Investment Partners
Florida
$374K -$2.29M -14,062 -84%
BC
2511
Belmont Capital
California
$374K – – –
WFA
2512
WMG Financial Advisors
Tennessee
$374K +$436K +2,676 New
FWI
2513
Facet Wealth Inc
Maryland
$374K -$21.3K -131 -5%
SIC
2514
Shoker Investment Counsel
Ohio
$373K -$9.28K -57 -2%
MFG
2515
Midwest Financial Group
Kansas
$373K +$434K +2,667 New
WPA
2516
West Paces Advisors
Georgia
$372K – – –
DCM
2517
Dudley Capital Management
Virginia
$372K +$81.4K +500 +23%
NFTC
2518
North Forty Two & Co
Oregon
$371K +$1.14K +7 +0.3%
HPBT
2519
Hickory Point Bank & Trust
Illinois
$371K – – –
FWP
2520
Falcon Wealth Planning
California
$371K +$8.47K +52 +2%
HWP
2521
Heritage Wealth Partners
Ohio
$371K +$195K +1,196 +82%
DFA
2522
Davies Financial Advisors
California
$371K +$432K +2,651 New
THL
2523
Tillman Hartley LLC
Colorado
$370K -$5.7K -35 -1%
MWM
2524
Marietta Wealth Management
Georgia
$368K -$5.86K -36 -1%
FC
2525
Family CFO
California
$368K – – –
99 100
101
102 103