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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2801
Elwood & Goetz Wealth Advisory Group
Georgia
$590K +$81.5K +320 +18%
AGC
2802
Aspen Grove Capital
Colorado
$589K -$208K -818 -28%
POIA
2803
Pin Oak Investment Advisors
Texas
$588K +$20.6K +81 +4%
TPWA
2804
TRUE Private Wealth Advisors
Oregon
$587K -$68.5K -269 -11%
SC
2805
Summa Corp
Texas
$586K -$98.3K -386 -16%
SC
2806
Scratch Capital
Idaho
$586K -$56.5K -222 -10%
WLPWM
2807
Walled Lake Planning & Wealth Management
Illinois
$585K +$509 +2 +0.1%
BFA
2808
Buttonwood Financial Advisors
Maryland
$585K -$51.4K -202 -9%
WP
2809
Wealthspan Partners
Iowa
$585K -$66K -259 -11%
TWM
2810
Tumwater Wealth Management
Idaho
$584K – – –
PW
2811
Pandora Wealth
Illinois
$584K -$12.2K -48 -2%
CHA
2812
Cooper/Haims Advisors
New York
$583K -$61.1K -240 -10%
CVA
2813
Central Valley Advisors
California
$581K +$99.1K +389 +23%
CCM
2814
Canal Capital Management
Virginia
$581K +$37.2K +146 +8%
FWI
2815
Facet Wealth Inc
Maryland
$580K +$48.6K +191 +10%
GCP
2816
Gill Capital Partners
Colorado
$580K – – –
B
2817
Bellecapital
Switzerland
$579K – – –
SN
2818
Sittner & Nelson
Oregon
$579K – – –
APC
2819
Aspire Private Capital
North Carolina
$578K -$43.3K -170 -8%
ATFA
2820
All Terrain Financial Advisors
Minnesota
$577K – – –
GCP
2821
GSA Capital Partners
United Kingdom
$577K -$2.49M -9,792 -83%
AIA
2822
Allied Investment Advisors
Montana
$577K – – –
GFA
2823
Gallagher Fiduciary Advisors
Illinois
$576K -$1.78K -7 -0.3%
FCCM
2824
First City Capital Management
Georgia
$575K – – –
KWS
2825
Keystone Wealth Services
California
$575K +$10.2K +40 +2%
111 112
113
114 115