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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2701
Integrity Advisory Solutions
Texas
$659K +$596K +2,341 New
M1FG
2702
Mach-1 Financial Group
Arkansas
$659K +$596K +2,341 New
GHA
2703
Granite Harbor Advisors
Texas
$657K – – –
JTF
2704
J. Team Financial
Texas
$657K +$594K +2,334 New
RDFA
2705
Ritter Daniher Financial Advisory
Ohio
$655K +$421K +1,653 +245%
GWM
2706
Greenhouse Wealth Management
Connecticut
$655K – – –
LC
2707
Lincoln Capital
Nebraska
$654K +$70K +275 +14%
SAM
2708
Strive Asset Management
Ohio
$654K -$22.7K -89 -4%
LG
2709
LaFleur & Godfrey
Michigan
$654K – – –
WAM
2710
Werlinich Asset Management
Connecticut
$654K – – –
ALC
2711
Alexander Labrunerie & Co
Missouri
$654K -$7.64K -30 -1%
CWA
2712
CJM Wealth Advisers
Virginia
$652K +$3.56K +14 +0.6%
NP
2713
Ninepoint Partners
Ontario, Canada
$652K -$732K -2,875 -55%
CCAM
2714
Cascades Capital Asset Management
North Carolina
$652K +$70.3K +276 +14%
HTHT
2715
Hemenway Trust Hemenway Trust
New Hampshire
$651K -$2.55K -10 -0.4%
CAM
2716
CPA Asset Management
Florida
$650K +$2.29K +9 +0.4%
SGCA
2717
Steel Grove Capital Advisors
Tennessee
$649K – – –
PFA
2718
Providence Financial Advisors
Kansas
$649K +$587K +2,307 New
THL
2719
Tillman Hartley LLC
Colorado
$647K -$88.1K -346 -13%
WIC
2720
Wilkins Investment Counsel
Massachusetts
$647K – – –
FWM
2721
ForthRight Wealth Management
Georgia
$646K – – –
WFA
2722
West Financial Advisors
Iowa
$644K – – –
DP
2723
Dearborn Partners
Illinois
$642K – – –
RFG
2724
Range Financial Group
Oregon
$640K +$25.2K +99 +5%
OAS
2725
Optivise Advisory Services
Tennessee
$638K -$153K -599 -21%
107 108
109
110 111