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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2551
Creekside Partners
California
$410K -$36.1K -222 -7%
FDCP
2552
Foster Dykema Cabot & Partners
Massachusetts
$410K – – –
WPP
2553
Whalerock Point Partners
Rhode Island
$409K – – –
BE
2554
Bonness Enterprises
District of Columbia
$409K – – –
PHWA
2555
Petersen Hastings Wealth Advisors
Washington
$409K – – –
FWA
2556
Fulcrum Wealth Advisors
Washington
$409K -$178K -1,098 -28%
AG
2557
AmeriFlex Group
Nevada
$409K +$29.9K +184 +7%
CWA
2558
Clarus Wealth Advisors
Arizona
$408K +$157K +966 +51%
AR
2559
Apeiron RIA
Texas
$407K -$210K -1,289 -32%
EC
2560
EdgeRock Capital
Colorado
$407K +$5.53K +34 +1%
HP
2561
Holistic Planning
Texas
$406K +$118K +725 +36%
MAM
2562
MMA Asset Management
Pennsylvania
$406K +$77.7K +478 +21%
NPAN
2563
Northeast Planning Associates NH
New Hampshire
$405K – – –
NEWAS
2564
N.E.W. Advisory Services
Wisconsin
$405K -$34K -209 -7%
DFG
2565
Demars Financial Group
Washington
$404K +$447K +2,749 New
IWA
2566
Inspirion Wealth Advisors
Illinois
$404K -$4.39K -27 -1%
GWP
2567
Gen-Wealth Partners
Michigan
$404K -$66.2K -407 -13%
JWBC
2568
John W. Bristol & Co
New York
$404K – – –
WCG
2569
Weaver Consulting Group
California
$403K +$9.75K +60 +2%
5NPW
2570
55 North Private Wealth
Florida
$403K +$51.7K +318 +13%
SWM
2571
Silverlake Wealth Management
Vermont
$403K +$17.4K +107 +4%
AI
2572
Arvest Investments
Arkansas
$402K +$42.4K +261 +11%
JDLA
2573
J. Derek Lewis & Associates
California
$402K -$250K -1,541 -36%
CFS
2574
CGC Financial Services
Oregon
$402K – – –
RAM
2575
Reflection Asset Management
South Carolina
$401K +$123K +754 +40%
101 102
103
104 105