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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2851
WorthPointe
California
$289K +$11.9K +67 +4%
KPPF
2852
Klein Pavlis & Peasley Financial
California
$288K -$53.5K -301 -15%
C1AG
2853
Client 1st Advisory Group
Florida
$287K +$44.4K +250 +17%
POIA
2854
Pin Oak Investment Advisors
Texas
$287K – – –
WGAM
2855
Wilkinson Global Asset Management
New York
$287K – – –
BF
2856
bLong Financial
Tennessee
$287K +$306K +1,720 New
PSFG
2857
Park Square Financial Group
Georgia
$286K +$305K +1,719 New
PFA
2858
Professional Financial Advisors
Nebraska
$285K +$711 +4 +0.2%
FWM
2859
Fingerlakes Wealth Management
New York
$285K +$711 +4 +0.2%
JSL
2860
JT Stratford LLC
Georgia
$285K +$48.7K +274 +19%
SEEDPG
2861
S.E.E.D. Planning Group
New York
$285K – – –
FUBT
2862
First United Bank & Trust
Maryland
$285K -$4.44K -25 -1%
AV
2863
Aspiring Ventures
Ohio
$284K +$313K +1,764 New
BWS
2864
Broadway Wealth Solutions
Texas
$284K +$303K +1,704 New
SCA
2865
St. Clair Advisors
Ohio
$283K – – –
GPWM
2866
Grant Private Wealth Management
California
$283K +$302K +1,698 New
MIM
2867
MTM Investment Management
South Carolina
$282K – – –
TFGT
2868
TS Financial Group (TSFG)
Illinois
$282K +$178 +1 +0.1%
AIM
2869
Acropolis Investment Management
Missouri
$281K -$4.8K -27 -2%
AIS
2870
Accredited Investor Services
Minnesota
$280K +$299K +1,682 New
MSG
2871
Main Street Group
Virginia
$280K -$5.15K -29 -2%
KFA
2872
Krane Funds Advisors
New York
$280K +$298K +1,679 New
IJWM
2873
Inman Jager Wealth Management
Mississippi
$279K +$298K +1,675 New
PWM
2874
Power Wealth Management
Georgia
$279K -$11.2K -63 -4%
GRA
2875
Golden Road Advisors
Florida
$279K -$28.6K -161 -9%
113 114
115
116 117