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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3001
BBJS Financial Advisors
Washington
$42.6K – – –
PCWA
3002
Pacific Capital Wealth Advisors
California
$41.9K -$145 -1 -0.4%
AP
3003
Aspect Partners
Virginia
$40K – – –
RDFA
3004
Ritter Daniher Financial Advisory
Ohio
$40K – – –
RDIA
3005
RE Dickinson Investment Advisors
Iowa
$39.5K – – –
IAS
3006
IMA Advisory Services
Colorado
$38.9K +$33K +228 New
ZRP
3007
Zynergy Retirement Planning
New Jersey
$38.3K – – –
VWA
3008
Valued Wealth Advisors
Utah
$37K +$3.62K +25 +13%
FGA
3009
Fortis Group Advisors
New Jersey
$36.3K – – –
TAM
3010
Tucker Asset Management
Colorado
$35.1K -$25.9K -179 -46%
WCM
3011
Westend Capital Management
California
$34.4K – – –
DI
3012
DAGCO Inc
Ohio
$34.1K – – –
LWA
3013
Lowe Wealth Advisors
Maryland
$34.1K – – –
DCM
3014
Disciplina Capital Management
Tennessee
$32.4K +$27.5K +190 New
BL
3015
BFSG LLC
California
$30.6K – – –
GWMI
3016
Guardian Wealth Management (Illinois)
Illinois
$30K – – –
HWM
3017
HighMark Wealth Management
Minnesota
$29.7K – – –
CCMI
3018
Creative Capital Management Investments
California
$29K – – –
KPP
3019
Kings Path Partners
Texas
$28.8K – – –
LOIP
3020
Live Oak Investment Partners
Texas
$28.5K – – –
LFA
3021
Legend Financial Advisors
Pennsylvania
$26.8K – – –
AW
3022
Avion Wealth
Texas
$25K +$3.77K +26 +21%
AFS
3023
Annapolis Financial Services
Maryland
$24.8K +$724 +5 +4%
SC
3024
Swan Capital
Florida
$23.9K – – –
BC
3025
Barrett & Company
Rhode Island
$23K -$8.69K -60 -31%
119 120
121
122 123