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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
3151
Roxbury Financial
New Jersey
$169K +$162K +911 New
RFG
3152
REAP Financial Group
Texas
$167K +$19.2K +108 +12%
LJHT
3153
Laurie J. Hall Trustee
$167K – – –
ACM
3154
Accent Capital Management
Ohio
$167K – – –
EIM
3155
Essex Investment Management
Massachusetts
$167K – – –
CAM
3156
Creekmur Asset Management
Illinois
$163K – – –
MMCM
3157
Murphy & Mullick Capital Management
New York
$163K +$174K +977 New
PWA
3158
Provenance Wealth Advisors
Florida
$161K – – –
EWA
3159
EQ Wealth Advisors
Texas
$160K +$13.6M +76,439 New
CSB
3160
City State Bank
Iowa
$158K – – –
FPF
3161
First Pacific Financial
Washington
$150K +$90.6K +510 +130%
BGWM
3162
Bridge Generations Wealth Management
Florida
$150K +$160K +900 New
PCA
3163
PMV Capital Advisers
Texas
$150K +$160K +900 New
VIA
3164
Virtus Investment Advisers
Connecticut
$150K +$160K +900 New
PWMA
3165
Pension & Wealth Management Advisors
Massachusetts
$150K – – –
HIW
3166
Holos Integrated Wealth
Pennsylvania
$149K +$159K +894 New
IWM
3167
IMG Wealth Management
Florida
$149K +$159K +894 New
BGAI
3168
Bruce G. Allen Investments
Colorado
$149K -$77.6K -437 -33%
AWM
3169
Abound Wealth Management
Tennessee
$147K +$888 +5 +0.6%
WAG
3170
Wiser Advisor Group
Arizona
$146K +$355 +2 +0.2%
PA
3171
PSI Advisors
Florida
$145K -$19.9K -112 -11%
FFA
3172
Frazier Financial Advisors
Ohio
$144K -$28.2K -159 -16%
FC
3173
Fairscale Capital
New Hampshire
$141K +$21.7K +122 +17%
SHF
3174
Safe Harbor Fiduciary
Florida
$141K – – –
CIA
3175
Cape Investment Advisory
Georgia
$140K -$16.9K -95 -10%
125 126
127
128 129