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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
3226
Future Financial Wealth Management
Ohio
$70.8K – – –
MIM
3227
Marshall Investment Management
Colorado
$70.2K +$73.2K +412 New
CWM
3228
Consultiva Wealth Management
Puerto Rico
$68.8K +$73.4K +413 New
TAM
3229
Tucker Asset Management
Colorado
$68.3K +$36.2K +204 +99%
RWM
3230
Rialto Wealth Management
New York
$67.7K +$72.1K +406 New
T
3231
Tidemark
California
$67.6K +$23.1K +130 +47%
CCC
3232
Chelsea Counsel Company
California
$66.7K – – –
GA
3233
GoalVest Advisory
New York
$66.7K – – –
CPG
3234
Cornerstone Planning Group
New Jersey
$65.9K +$3.38K +19 +5%
FF
3235
Finley Financial
Nevada
$63.3K +$71.1K +400 New
TIAAOA
3236
Teachers Insurance & Annuity Association of America
New York
$63.3K – – –
EA
3237
Evolution Advisers
Virginia
$63K – – –
WCM
3238
WealthTrak Capital Management
Virginia
$62.3K +$66.4K +374 New
SC
3239
Steph & Co
Wisconsin
$62.2K -$44.2K -249 -40%
EPIMS
3240
Evelyn Partners Investment Management Services
$60K +$64K +360 New
ITFISA
3241
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$59.4K -$72.1K -406 -53%
MLA
3242
MB, Levis & Associates
Pennsylvania
$58.9K +$178 +1 +0.3%
FPB
3243
First PREMIER Bank
South Dakota
$57K -$5.33K -30 -8%
IRAG
3244
Investment Research & Advisory Group
Georgia
$53.8K – – –
AWM
3245
Activest Wealth Management
Florida
$53.7K +$1.78K +10 +3%
CPL
3246
Capital & Planning LLC
Georgia
$50.6K +$53.8K +303 New
EPW
3247
Evergreen Private Wealth
Colorado
$50.2K – – –
ICM
3248
Islay Capital Management
Texas
$50K -$71.1K -400 -57%
AWM
3249
Avondale Wealth Management
Texas
$50K – – –
BCM
3250
Blume Capital Management
California
$50K – – –
128 129
130
131 132