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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3326
SFG Wealth Management
Maryland
$225K +$166K +1,029 New
BA
3327
BIP Alliance
Georgia
$225K +$166K +1,027 New
HPIA
3328
Hamilton Point Investment Advisors
North Carolina
$225K +$166K +1,027 New
DC
3329
Diametric Capital
Massachusetts
$224K +$166K +1,026 New
SMH
3330
Sanders Morris Harris
Texas
$224K -$2.98M -18,460 -95%
OW
3331
Olistico Wealth
Oklahoma
$224K +$42.1K +261 +34%
MWM
3332
McNaughton Wealth Management
California
$224K +$165K +1,023 New
HIW
3333
Holos Integrated Wealth
Pennsylvania
$224K – – –
KFG
3334
Kingdom Financial Group
Arizona
$223K +$164K +1,018 New
CA
3335
Carson Advisory
Georgia
$223K -$73.5K -455 -31%
FF
3336
Friday Financial
Iowa
$223K +$164K +1,018 New
KFA
3337
Kapstone Financial Advisors
Ohio
$222K +$164K +1,017 New
HVP
3338
Hudson Value Partners
Florida
$222K +$164K +1,015 New
B
3339
Barings
North Carolina
$222K +$164K +1,014 New
MWM
3340
Maripau Wealth Management
Indiana
$221K +$154K +951 New
WFA
3341
Wellspring Financial Advisors
Ohio
$221K +$163K +1,010 New
GCA
3342
Gradient Capital Advisors
California
$220K +$163K +1,008 New
EW
3343
Enzi Wealth
Texas
$220K +$154K +953 New
IA
3344
Inspire Advisors
Idaho
$219K +$162K +1,002 New
WCM
3345
WealthBridge Capital Management
Ohio
$219K +$162K +1,002 New
HIC
3346
Harvey Investment Company
Kentucky
$219K +$161K +1,000 New
DFS
3347
Dixon Fnancial Services
California
$219K +$162K +1,001 New
EIM
3348
Essex Investment Management
Massachusetts
$219K – – –
AL
3349
Arnhold LLC
New York
$219K +$161K +1,000 New
BCM
3350
Brooktree Capital Management
Michigan
$219K +$161K +1,000 New
132 133
134
135 136