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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2676
Independent Wealth Network
Iowa
$369K +$457K +2,519 New
CFP
2677
Cascade Financial Partners
California
$367K +$40.2K +222 +10%
SWA
2678
Serenus Wealth Advisors
California
$367K -$18.3K -101 -4%
PAM
2679
Parvin Asset Management
South Dakota
$366K -$22.7K -125 -5%
PVM
2680
Palogic Value Management
Texas
$366K – – –
WCM
2681
Washington Capital Management
Washington
$366K +$453K +2,500 New
I
2682
INVST
Indiana
$366K -$58K -320 -11%
TPWA
2683
Twin Peaks Wealth Advisors
California
$366K +$29K +160 +7%
BFC
2684
Blue Fin Capital
Rhode Island
$365K +$81.6K +450 +22%
CG
2685
CFO4Life Group
Texas
$365K -$1.09K -6 -0.2%
GHA
2686
Granite Harbor Advisors
Texas
$364K +$1.45K +8 +0.3%
GGS
2687
Galvin Gaustad & Stein
Arizona
$364K +$192K +1,058 +74%
IWP
2688
Innova Wealth Partners
Pennsylvania
$363K +$725 +4 +0.2%
JF
2689
JSF Financial
California
$363K +$906 +5 +0.2%
CJ
2690
Caitlin John
Michigan
$362K -$25.4K -140 -5%
GFA
2691
Gallagher Fiduciary Advisors
Illinois
$362K +$6.34K +35 +1%
ICP
2692
Ironvine Capital Partners
Nebraska
$360K +$446K +2,459 New
RWMH
2693
Riverpoint Wealth Management Holdings
Illinois
$360K -$1.99K -11 -0.4%
CAC
2694
Core Alternative Capital
Georgia
$360K +$36.8K +203 +9%
CS
2695
Crescent Sterling
Louisiana
$360K -$22.3K -123 -5%
HFS
2696
Howard Financial Services
Texas
$359K +$107K +588 +32%
BWCS
2697
Beirne Wealth Consulting Services
Connecticut
$358K – – –
FCMT
2698
Founders Capital Management (Texas)
Texas
$358K – – –
LSC
2699
Lesa Sroufe & Co
Washington
$358K – – –
SCI
2700
S&CO Inc
Massachusetts
$358K +$80.6K +445 +22%
106 107
108
109 110