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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2651
Red Tortoise LLC
Georgia
$530K -$326K -1,368 -33%
MFG
2652
Midwest Financial Group
Kansas
$529K -$10.7K -45 -2%
OP
2653
ORG Partners
Indiana
$528K -$10.5K -44 -2%
PWP
2654
Phillips Wealth Planners
Mississippi
$528K +$38.6K +162 +6%
CS
2655
Crescent Sterling
Louisiana
$528K -$76.4K -321 -11%
CAC
2656
Core Alternative Capital
Georgia
$527K +$186K +783 +41%
IIM
2657
Illumine Investment Management
Washington
$527K -$71.4K -300 -10%
SW
2658
SkyOak Wealth
Michigan
$526K +$643K +2,700 New
SAA
2659
Southeast Asset Advisors
Georgia
$526K -$90.5K -380 -12%
OA
2660
Oxbow Advisors
Texas
$526K +$23.6K +99 +4%
VWM
2661
Vigilare Wealth Management
Arizona
$522K -$1.13M -4,755 -64%
WCG
2662
Weaver Consulting Group
California
$522K +$14.5K +61 +2%
1IA
2663
1620 Investment Advisors
Massachusetts
$520K +$2.62K +11 +0.4%
RCWM
2664
Red Crane Wealth Management
California
$520K +$238 +1 +0%
CWP
2665
Curated Wealth Partners
California
$517K -$15.2K -64 -2%
WPA
2666
West Paces Advisors
Georgia
$515K +$27.1K +114 +5%
LTM
2667
Lotus Technology Management
Florida
$515K +$629K +2,643 New
SHFG
2668
S Harris Financial Group
Texas
$515K +$629K +2,643 New
CE
2669
Cornerstone Enterprises
Wisconsin
$515K +$629K +2,641 New
CFP
2670
Cascade Financial Partners
California
$514K +$286K +1,200 +83%
TCM
2671
Thomist Capital Management
Texas
$513K +$619K +2,600 New
SWM
2672
Silverlake Wealth Management
Vermont
$513K +$59.3K +249 +10%
HWM
2673
Horizon Wealth Management
Illinois
$512K – – –
PAM
2674
Parvin Asset Management
South Dakota
$512K -$738K -3,099 -54%
GGA
2675
Granite Group Advisors
Connecticut
$510K -$26.4K -111 -4%
105 106
107
108 109