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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2901
Summit Financial Wealth Advisors
Louisiana
$389K +$287K +1,778 New
NQWM
2902
Northwest Quadrant Wealth Management
Oregon
$387K -$15.7K -97 -5%
DCM
2903
Donaldson Capital Management
Indiana
$386K – – –
SEP
2904
Southland Equity Partners
Missouri
$386K +$19.9K +123 +7%
JPG
2905
Jordan Park Group
California
$386K – – –
C1AG
2906
Client 1st Advisory Group
Florida
$385K +$6.46K +40 +2%
CG
2907
Curat Global
New Hampshire
$385K – – –
TFA
2908
Tobias Financial Advisors
Florida
$385K +$16.3K +101 +6%
LWMM
2909
Legacy Wealth Management (Mississippi)
Mississippi
$385K -$234K -1,451 -45%
HIS
2910
Harvest Investment Services
Illinois
$384K +$15K +93 +6%
WGC
2911
Watts Gwilliam & Co
Arizona
$384K +$209K +1,294 New
4WM
2912
44 Wealth Management
Oregon
$384K -$969 -6 -0.3%
W
2913
WorthPointe
California
$384K +$4.68K +29 +2%
TCM
2914
Teza Capital Management
Illinois
$383K +$283K +1,754 New
HBT
2915
Heartland Bank & Trust
Illinois
$383K +$35.7K +221 +14%
CTI
2916
Community Trust & Investment
Kentucky
$383K – – –
MWA
2917
Motive Wealth Advisors
Michigan
$381K +$36.5K +226 +15%
Q
2918
QVR
California
$380K +$281K +1,740 New
WTFG
2919
Wood Tarver Financial Group
Idaho
$380K – – –
HDIM
2920
Hanson & Doremus Investment Management
Vermont
$379K -$9.04K -56 -3%
KIG
2921
Kessler Investment Group
Indiana
$379K -$5.97K -37 -2%
WCM
2922
Wellington Capital Management
Maryland
$378K +$279K +1,730 New
PFA
2923
Professional Financial Advisors
Nebraska
$378K +$969 +6 +0.3%
CWA
2924
Centerline Wealth Advisors
Kentucky
$378K -$484 -3 -0.2%
SLT
2925
St Louis Trust
Missouri
$378K – – –
115 116
117
118 119