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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2951
Encompass Wealth Advisors
Oregon
$362K +$11.6K +72 +5%
ISWM
2952
Independent Solutions Wealth Management
New York
$362K +$267K +1,654 New
SDAM
2953
Shulman DeMeo Asset Management
New York
$361K -$7.43K -46 -3%
JWBC
2954
J.W. Burns & Co
New York
$361K -$8.72K -54 -3%
EAM
2955
Eukles Asset Management
Ohio
$360K -$8.23K -51 -3%
BPCE
2956
Bank Pictet & Cie (Europe)
Germany
$360K +$266K +1,647 New
LWA
2957
Lantern Wealth Advisors
New York
$360K +$266K +1,646 New
LWP
2958
LeClair Wealth Partners
Ohio
$359K – – –
SF
2959
SWP Financial
California
$358K – – –
KW
2960
Keyvantage Wealth
Pennsylvania
$357K +$4.04K +25 +2%
KLCM
2961
KG&L Capital Management
Louisiana
$357K -$1.02M -6,318 -79%
EIG
2962
Ellenbecker Investment Group
Wisconsin
$357K +$7.27K +45 +3%
AFIA
2963
America First Investment Advisors
Nebraska
$357K – – –
GWA
2964
Geometric Wealth Advisors
District of Columbia
$356K -$22.1K -137 -8%
GRA
2965
Golden Road Advisors
Florida
$356K -$323 -2 -0.1%
TFO
2966
Tarbox Family Office
California
$356K -$1.94K -12 -0.7%
MFFIA
2967
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$355K – – –
PWP
2968
Pursue Wealth Partners
California
$355K – – –
MFG
2969
Menard Financial Group
Texas
$355K +$15.7K +97 +6%
SP
2970
Successful Portfolios
Florida
$354K -$161 -1 -0.1%
RCP
2971
Rothschild Capital Partners
New York
$354K – – –
PA
2972
Pineridge Advisors
Missouri
$353K -$6.78K -42 -3%
KA
2973
Kozak & Associates
Colorado
$352K -$11.9K -74 -5%
FM
2974
Family Management
New York
$352K +$25.2K +156 +11%
AF
2975
Apollon Financial
South Carolina
$352K +$6.3K +39 +2%
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119
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