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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2776
Pine Harbor Wealth Management
Maryland
$316K – – –
CWM
2777
Compass Wealth Management
Connecticut
$316K – – –
MWA
2778
MN Wealth Advisors
Kansas
$315K +$23.1K +130 +7%
KWS
2779
Keystone Wealth Services
California
$315K -$27.5K -155 -8%
IFO
2780
Independent Family Office
New York
$314K – – –
CSWM
2781
Cassady Schiller Wealth Management
Ohio
$313K +$19.9K +112 +6%
VFG
2782
Victory Financial Group
Texas
$313K +$334K +1,878 New
MA
2783
Maxele Advisors
Missouri
$313K +$333K +1,876 New
PA
2784
PFW Advisors
Georgia
$312K +$332K +1,871 New
LIM
2785
Letson Investment Management
Georgia
$311K – – –
NQWM
2786
Northwest Quadrant Wealth Management
Oregon
$311K +$31.8K +179 +11%
FIM
2787
Fernwood Investment Management
Massachusetts
$311K – – –
AWA
2788
Adapt Wealth Advisors
Georgia
$310K – – –
4A
2789
4Wealth Advisors
Illinois
$310K +$331K +1,861 New
WF
2790
Whelan Financial
California
$310K +$82.1K +462 +33%
HDIM
2791
Hanson & Doremus Investment Management
Vermont
$310K -$21K -118 -6%
PPWM
2792
Paragon Private Wealth Management
Kentucky
$310K +$68.6K +386 +26%
FFB
2793
First Financial Bankshares
Texas
$309K +$52K +293 +19%
SWM
2794
Sterling Wealth Management
Illinois
$309K -$17.2K -97 -5%
VF
2795
Virtu Financial
New York
$309K +$329K +1,854 New
EAM
2796
Eukles Asset Management
Ohio
$309K -$321K -1,805 -49%
PIAS
2797
PCA Investment Advisory Services
Ohio
$309K +$178 +1 +0.1%
CTI
2798
Community Trust & Investment
Kentucky
$308K – – –
JGIA
2799
Jackson Grant Investment Advisers
Connecticut
$308K – – –
ACA
2800
Affinity Capital Advisors
California
$308K +$11.9K +67 +4%
110 111
112
113 114