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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2701
Tumwater Wealth Management
Idaho
$346K +$369K +2,077 New
AIA
2702
Allied Investment Advisors
Montana
$346K +$65.9K +371 +22%
CIAM
2703
Caitong International Asset Management
Hong Kong
$346K +$369K +2,076 New
MA
2704
MJP Associates
Connecticut
$346K +$101K +567 +38%
CNTOF
2705
Canandaigua National Trust of Florida
New York
$346K – – –
PMA
2706
Prudent Man Advisors
Illinois
$346K +$368K +2,074 New
WWP
2707
WR Wealth Planners
Missouri
$344K -$7.11K -40 -2%
NFC
2708
Northstar Financial Companies
Pennsylvania
$344K +$367K +2,064 New
SGI
2709
Summit Global Investments
Utah
$343K -$88.6K -499 -20%
B
2710
Bellecapital
Switzerland
$343K -$256K -1,441 -41%
ATFA
2711
All Terrain Financial Advisors
Minnesota
$342K -$675K -3,800 -65%
SC
2712
Summa Corp
Texas
$342K +$95K +535 +35%
TW
2713
Traveka Wealth
California
$341K -$3.02K -17 -0.8%
BOSSRA
2714
B.O.S.S. Retirement Advisors
Utah
$340K +$12.6K +71 +4%
PAM
2715
Prodigy Asset Management
Nebraska
$340K +$363K +2,042 New
KFS
2716
Kaizen Financial Strategies
California
$340K -$7.99K -45 -2%
AIP
2717
Almanack Investment Partners
Pennsylvania
$339K – – –
FSC
2718
Full Sail Capital
Oklahoma
$339K +$15.1K +85 +4%
MWM
2719
MinichMacGregor Wealth Management
New York
$337K +$10.8K +61 +3%
AAMC
2720
Asset Allocation & Management Company
Illinois
$337K +$360K +2,025 New
FWM
2721
FFT Wealth Management
Pennsylvania
$337K +$19.7K +111 +6%
EGA
2722
Eagle Global Advisors
Texas
$336K – – –
LC
2723
Lincoln Capital
Nebraska
$336K – – –
AWS
2724
Arkfeld Wealth Strategies
Nebraska
$336K – – –
LFP
2725
Lakeshore Financial Planning
Michigan
$335K +$20.4K +115 +6%
107 108
109
110 111