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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
3276
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$333K -$17.1K -67 -5%
RFA
3277
ROI Financial Advisors
Oregon
$333K +$34.1K +134 +13%
RWMG
3278
Redwood Wealth Management Group
New Jersey
$332K +$65.4K +257 +28%
PA
3279
Planning Alternatives
Michigan
$332K +$301K +1,182 New
CF
3280
Claris Financial
Virginia
$332K +$255 +1 +0.1%
VFP
3281
Verus Financial Partners
Virginia
$332K +$300K +1,179 New
SFWC
3282
Strategic Family Wealth Counselors
New Jersey
$330K +$4.84K +19 +2%
RPA
3283
Rock Point Advisors
Vermont
$329K -$2.55K -10 -0.8%
HP
3284
Highlander Partners
Texas
$329K – – –
EPIMS
3285
Evelyn Partners Investment Management Services
$329K +$206K +810 +225%
WIA
3286
Westbourne Investment Advisors
Maryland
$329K +$298K +1,170 New
HIF
3287
Hill Island Financial
Michigan
$329K – – –
SRC
3288
Shufro Rose & Co
New York
$329K – – –
SWA
3289
Strategies Wealth Advisors
Michigan
$328K +$5.86K +23 +2%
ITB
3290
Idaho Trust Bank
Idaho
$327K -$22.4K -88 -7%
LIA
3291
LS Investment Advisors
Michigan
$326K +$295K +1,160 New
C
3292
Covestor
United Kingdom
$326K +$29K +114 +11%
RS
3293
Retirement Solution
Washington
$326K +$509 +2 +0.2%
TPW
3294
Tiller Private Wealth
Pennsylvania
$325K -$106K -415 -26%
MTC
3295
McDaniel Terry & Co
Texas
$325K – – –
RA
3296
Ruggaard & Associates
Ohio
$325K +$44.6K +175 +18%
JC
3297
JB Capital
Connecticut
$324K -$47.4K -186 -14%
TMWM
3298
Taylor & Morgan Wealth Management
Michigan
$324K +$15.3K +60 +5%
PFG
3299
Prospect Financial Group
Virginia
$324K – – –
PWA
3300
Portus Wealth Advisors
North Carolina
$324K +$293K +1,151 New
130 131
132
133 134