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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2651
CGC Financial Services
Oregon
$532K – – –
SRL
2652
Scientech Research LLC
New Jersey
$532K +$650K +2,730 New
THL
2653
Tillman Hartley LLC
Colorado
$530K +$100K +420 +18%
RTL
2654
Red Tortoise LLC
Georgia
$530K -$326K -1,368 -33%
MFG
2655
Midwest Financial Group
Kansas
$529K -$10.7K -45 -2%
OP
2656
ORG Partners
Indiana
$528K -$10.5K -44 -2%
PWP
2657
Phillips Wealth Planners
Mississippi
$528K +$38.6K +162 +6%
CS
2658
Crescent Sterling
Louisiana
$528K -$76.4K -321 -11%
CAC
2659
Core Alternative Capital
Georgia
$527K +$186K +783 +41%
IIM
2660
Illumine Investment Management
Washington
$527K -$71.4K -300 -10%
SW
2661
SkyOak Wealth
Michigan
$526K +$643K +2,700 New
SAA
2662
Southeast Asset Advisors
Georgia
$526K -$90.5K -380 -12%
OA
2663
Oxbow Advisors
Texas
$526K +$23.6K +99 +4%
VWM
2664
Vigilare Wealth Management
Arizona
$522K -$1.13M -4,755 -64%
WCG
2665
Weaver Consulting Group
California
$522K +$14.5K +61 +2%
1IA
2666
1620 Investment Advisors
Massachusetts
$520K +$2.62K +11 +0.4%
RCWM
2667
Red Crane Wealth Management
California
$520K +$238 +1 +0%
CWP
2668
Curated Wealth Partners
California
$517K -$15.2K -64 -2%
WPA
2669
West Paces Advisors
Georgia
$515K +$27.1K +114 +5%
LTM
2670
Lotus Technology Management
Florida
$515K +$629K +2,643 New
SHFG
2671
S Harris Financial Group
Texas
$515K +$629K +2,643 New
CE
2672
Cornerstone Enterprises
Wisconsin
$515K +$629K +2,641 New
CFP
2673
Cascade Financial Partners
California
$514K +$286K +1,200 +83%
TCM
2674
Thomist Capital Management
Texas
$513K +$619K +2,600 New
SWM
2675
Silverlake Wealth Management
Vermont
$513K +$59.3K +249 +10%
105 106
107
108 109