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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3026
Petredis Investment Advisors
Pennsylvania
$347K – – –
TFO
3027
Tarbox Family Office
California
$346K +$43.8K +184 +12%
LI
3028
LifeWealth Investments
Florida
$345K -$5.48K -23 -1%
MFG
3029
Menard Financial Group
Texas
$345K -$30.2K -127 -7%
WIM
3030
Warwick Investment Management
Texas
$345K -$22.6K -95 -5%
CCA
3031
Corps Capital Advisors
Texas
$344K +$420K +1,766 New
MWM
3032
Maridea Wealth Management
New York
$344K -$49.3K -207 -10%
JPG
3033
Jordan Park Group
California
$344K – – –
CPSC
3034
Carl P. Sherr & Co
Massachusetts
$344K -$9.52K -40 -2%
WFAG
3035
Wescott Financial Advisory Group
Pennsylvania
$343K – – –
CG
3036
Curat Global
New Hampshire
$343K – – –
MA
3037
MBA Advisors
Pennsylvania
$342K -$1.19K -5 -0.3%
DE
3038
DV Equities
Illinois
$342K +$417K +1,753 New
SEEDPG
3039
S.E.E.D. Planning Group
New York
$341K -$2.38K -10 -0.6%
WA
3040
WESPAC Advisors
California
$341K +$93.1K +391 +29%
KA
3041
Kozak & Associates
Colorado
$341K -$11K -46 -3%
TPW
3042
TL Private Wealth
Texas
$341K +$238 +1 +0.1%
SPWM
3043
Spartan Planning & Wealth Management
North Carolina
$340K -$247K -1,038 -37%
CA
3044
Carson Advisory
Georgia
$340K +$228K +957 +122%
WTFG
3045
Wood Tarver Financial Group
Idaho
$339K – – –
WMA
3046
Wealth Management Associates
New Jersey
$339K +$414K +1,738 New
DWM
3047
DWR Wealth Management
California
$338K +$409K +1,716 New
EAM
3048
Everstar Asset Management
North Carolina
$338K +$2.69M +11,303 +1,041%
PFA
3049
Professional Financial Advisors
Nebraska
$338K +$714 +3 +0.2%
MSCM
3050
McElhenny Sheffield Capital Management
Texas
$338K +$7.14K +30 +2%
120 121
122
123 124