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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3376
SFG Wealth Management
Maryland
$296K +$5.6K +22 +2%
HFS
3377
Hughes Financial Services
Virginia
$295K -$11.7K -46 -4%
EW
3378
Enzi Wealth
Texas
$295K -$3.06K -12 -1%
PAWA
3379
Palo Alto Wealth Advisors
California
$293K +$5.09K +20 +2%
PFA
3380
Petra Financial Advisors
Colorado
$293K -$7.89K -31 -3%
SFC
3381
Strategic Financial Concepts
Texas
$293K -$14.8K -58 -5%
CW
3382
Curio Wealth
Maryland
$292K – – –
IA
3383
Inspire Advisors
Idaho
$292K +$9.17K +36 +4%
MIM
3384
MTM Investment Management
South Carolina
$292K -$167K -656 -39%
CWA
3385
Centennial Wealth Advisory
Michigan
$291K +$264K +1,035 New
FCM
3386
Family Capital Management
Michigan
$291K +$26.2K +103 +11%
IPAM
3387
ICICI Prudential Asset Management
India
$291K -$7.03M -27,600 -96%
WPWM
3388
Western Pacific Wealth Management
Illinois
$290K +$45.8K +180 +21%
CPC
3389
CFC Planning Company
Indiana
$290K -$41K -161 -14%
GCA
3390
Gradient Capital Advisors
California
$290K +$5.6K +22 +2%
RWM
3391
Riverchase Wealth Management
Texas
$289K -$108K -423 -29%
MIM
3392
Moseley Investment Management
Florida
$289K +$262K +1,027 New
HKIMG
3393
Hutchens & Kramer Investment Management Group
Indiana
$288K +$261K +1,024 New
KFG
3394
Kingdom Financial Group
Arizona
$288K +$1.27K +5 +0.5%
MWM
3395
McNaughton Wealth Management
California
$288K – – –
BZWA
3396
Blue Zone Wealth Advisors
California
$287K +$260K +1,020 New
IW
3397
Instrumental Wealth
Florida
$287K +$37.4K +147 +15%
FF
3398
Friday Financial
Iowa
$286K – – –
KFA
3399
Kapstone Financial Advisors
Ohio
$286K +$255 +1 +0.1%
HI
3400
Humankind Investments
New York
$285K -$125K -490 -33%
134 135
136
137 138