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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2901
Carson Advisory
Georgia
$273K -$5.33K -30 -2%
SF
2902
SWP Financial
California
$273K -$75.9K -427 -21%
S
2903
SharpePoint
Arizona
$273K +$291K +1,636 New
T
2904
Transce3nd
Texas
$272K +$290K +1,634 New
TFO
2905
Tarbox Family Office
California
$272K -$1.95K -11 -0.7%
AFIA
2906
America First Investment Advisors
Nebraska
$272K – – –
LF
2907
LifeSteps Financial
California
$271K +$289K +1,627 New
OHWP
2908
Oak Harbor Wealth Partners
North Carolina
$271K – – –
TPW
2909
TL Private Wealth
Texas
$271K +$178 +1 +0.1%
SSC
2910
Syverson Strege & Co
Iowa
$271K +$47.8K +269 +20%
TM
2911
TigerOak Management
New Mexico
$270K +$288K +1,623 New
MFFIA
2912
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$270K – – –
AF
2913
AtlasMark Financial
Texas
$270K +$3.2K +18 +1%
IA
2914
IFC Advisors
California
$269K +$287K +1,615 New
SIA
2915
SGL Investment Advisors
Montana
$269K +$15.3K +86 +6%
RWM
2916
Riverchase Wealth Management
Texas
$269K +$287K +1,613 New
KWAG
2917
Kiely Wealth Advisory Group
North Carolina
$268K – – –
FBFS
2918
First Business Financial Services
Wisconsin
$268K – – –
SP
2919
Successful Portfolios
Florida
$268K – – –
FA
2920
Fountainhead AM
New Jersey
$267K +$285K +1,605 New
CWP
2921
Capital Wealth Planning
Florida
$267K +$285K +1,605 New
CHJWM
2922
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K – – –
PP
2923
Pingora Partners
Wyoming
$267K – – –
BCM
2924
Berbice Capital Management
New York
$267K +$284K +1,600 New
CYG
2925
Clean Yield Group
Vermont
$266K – – –
115 116
117
118 119