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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3251
Provenance Wealth Advisors
Florida
$143K +$130K +800 +473%
FFA
3252
Frazier Financial Advisors
Ohio
$143K +$30.4K +187 +24%
RA
3253
Rational Advisors
New York
$138K – – –
SC
3254
Steph & Co
Wisconsin
$134K +$10.4K +64 +8%
C
3255
Covestor
United Kingdom
$134K -$30.1K -185 -17%
AWA
3256
Acumen Wealth Advisors
Tennessee
$134K -$2.6K -16 -2%
CGA
3257
Compound Global Advisors
Washington
$132K +$146K +900 New
WAG
3258
Wiser Advisor Group
Arizona
$131K +$325 +2 +0.2%
PWM
3259
Peck Wealth Management
New York
$130K -$179K -1,100 -55%
FWA
3260
Flagship Wealth Advisors
Massachusetts
$129K – – –
AWM
3261
Abound Wealth Management
Tennessee
$129K -$11.2K -69 -7%
HIW
3262
Holos Integrated Wealth
Pennsylvania
$128K – – –
DMIC
3263
Dixon Mitchell Investment Counsel
British Columbia, Canada
$127K -$4.71K -29 -12%
DI
3264
DAGCO Inc
Ohio
$127K – – –
BHWM
3265
Bay Harbor Wealth Management
Maryland
$125K +$125K +766 +880%
WSA
3266
Wealth Science Advisors
Georgia
$122K +$102K +626 New
SMFG
3267
Sumitomo Mitsui Financial Group
Japan
$121K +$134K +822 New
API
3268
Asset Planning Inc
California
$119K +$163 +1 +0.1%
SEP
3269
Signature Equity Partners
Ohio
$119K -$25.4K -156 -16%
CCMI
3270
Creative Capital Management Investments
California
$119K – – –
PFO
3271
Pioneer Family Office
Florida
$118K – – –
RQS
3272
Ramsey Quantitative Systems
Kentucky
$118K +$19.5K +120 +18%
STB
3273
S&T Bank
Pennsylvania
$116K +$24.5K +151 +24%
FNWA
3274
Financial Network Wealth Advisors
Utah
$115K -$83.7K -515 -40%
GF
3275
GGM Financials
Ohio
$112K +$325 +2 +0.3%
129 130
131
132 133