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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2851
Crown Wealth Group
North Carolina
$217K +$185K +1,276 New
DWAM
2852
Duncan Williams Asset Management
Tennessee
$217K +$185K +1,276 New
FFA
2853
Florida Financial Advisors
Florida
$217K +$185K +1,275 New
LSWM
2854
Lorne Steinberg Wealth Management
Canada
$217K +$185K +1,275 New
ISWM
2855
Independent Solutions Wealth Management
New York
$217K +$185K +1,274 New
SWM
2856
Sanctuary Wealth Management
Idaho
$217K – – –
DSAM
2857
Dock Street Asset Management
Florida
$216K +$184K +1,270 New
BWFA
2858
Baltimore-Washington Financial Advisors
Maryland
$216K +$183K +1,265 New
LL
2859
LWMG LLC
Minnesota
$215K +$183K +1,264 New
XT
2860
XTX Topco
Cayman Islands
$215K +$183K +1,263 New
VH
2861
Visionary Horizons
Tennessee
$215K +$183K +1,262 New
LWP
2862
LMG Wealth Partners
Louisiana
$215K +$183K +1,262 New
RIM
2863
Redwood Investment Management
Arizona
$215K -$418K -2,885 -70%
IIM
2864
Ironwood Investment Management
Massachusetts
$215K -$62.1K -429 -25%
WGC
2865
Watts Gwilliam & Co
Arizona
$215K +$178K +1,232 New
SC
2866
Solstein Capital
California
$214K – – –
AA
2867
Acorns Advisers
California
$214K +$182K +1,257 New
PWP
2868
Precedent Wealth Partners
Texas
$214K +$181K +1,253 New
MAG
2869
MRA Advisory Group
New Jersey
$213K +$181K +1,252 New
SFA
2870
Souders Financial Advisors
Ohio
$213K +$181K +1,248 New
TP
2871
Tranquility Partners
Tennessee
$213K +$181K +1,248 New
GHAM
2872
Gilman Hill Asset Management
Connecticut
$212K +$180K +1,246 New
WFA
2873
WestHill Financial Advisors
California
$211K +$179K +1,239 New
MA
2874
MKT Advisors
California
$211K +$182K +1,257 New
SFA
2875
Source Financial Advisors
New York
$210K +$179K +1,233 New
113 114
115
116 117