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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
2951
Capstone Wealth Management Group (Oregon)
Oregon
$363K -$23.9K -148 -8%
CAM
2952
Cypress Asset Management
Texas
$362K – – –
IJWM
2953
Inman Jager Wealth Management
Mississippi
$362K – – –
EWA
2954
Encompass Wealth Advisors
Oregon
$362K +$11.6K +72 +5%
ISWM
2955
Independent Solutions Wealth Management
New York
$362K +$267K +1,654 New
SDAM
2956
Shulman DeMeo Asset Management
New York
$361K -$7.43K -46 -3%
JWBC
2957
J.W. Burns & Co
New York
$361K -$8.72K -54 -3%
EAM
2958
Eukles Asset Management
Ohio
$360K -$8.23K -51 -3%
BPCE
2959
Bank Pictet & Cie (Europe)
Germany
$360K +$266K +1,647 New
LWA
2960
Lantern Wealth Advisors
New York
$360K +$266K +1,646 New
LWP
2961
LeClair Wealth Partners
Ohio
$359K – – –
SF
2962
SWP Financial
California
$358K – – –
KW
2963
Keyvantage Wealth
Pennsylvania
$357K +$4.04K +25 +2%
KLCM
2964
KG&L Capital Management
Louisiana
$357K -$1.02M -6,318 -79%
EIG
2965
Ellenbecker Investment Group
Wisconsin
$357K +$7.27K +45 +3%
AFIA
2966
America First Investment Advisors
Nebraska
$357K – – –
GWA
2967
Geometric Wealth Advisors
District of Columbia
$356K -$22.1K -137 -8%
GRA
2968
Golden Road Advisors
Florida
$356K -$323 -2 -0.1%
TFO
2969
Tarbox Family Office
California
$356K -$1.94K -12 -0.7%
MFFIA
2970
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$355K – – –
PWP
2971
Pursue Wealth Partners
California
$355K – – –
MFG
2972
Menard Financial Group
Texas
$355K +$15.7K +97 +6%
SP
2973
Successful Portfolios
Florida
$354K -$161 -1 -0.1%
RCP
2974
Rothschild Capital Partners
New York
$354K – – –
PA
2975
Pineridge Advisors
Missouri
$353K -$6.78K -42 -3%
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119
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