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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
3401
CBIZ Investment Advisory Services
Ohio
$229K +$139K +584 +98%
BRPW
3402
Ballast Rock Private Wealth
South Carolina
$229K +$280K +1,177 New
CCM
3403
Cloud Capital Management
Washington
$229K -$57.4K -241 -17%
HBWM
3404
Hollow Brook Wealth Management
New York
$229K -$103K -431 -27%
HP
3405
Highlander Partners
Texas
$228K – – –
RPA
3406
Rock Point Advisors
Vermont
$228K – – –
WIA
3407
Westbourne Investment Advisors
Maryland
$228K – – –
GWP
3408
Gateway Wealth Partners
Wisconsin
$228K -$22.4K -94 -7%
WWG
3409
West Wealth Group
California
$227K +$40.7K +171 +17%
WW
3410
Wright Wealth
Georgia
$226K +$276K +1,160 New
FC
3411
Farringdon Capital
United Kingdom
$226K -$1.61M -6,744 -85%
PWA
3412
Portus Wealth Advisors
North Carolina
$226K +$1.91K +8 +0.7%
TPW
3413
Tiller Private Wealth
Pennsylvania
$226K – – –
FGAM
3414
Financial Gravity Asset Management
Texas
$225K +$13.1K +55 +5%
PS
3415
Planned Solutions
California
$225K +$1.19K +5 +0.4%
MAM
3416
MWA Asset Management
Massachusetts
$225K -$1.27M -5,316 -82%
AFIA
3417
America First Investment Advisors
Nebraska
$225K -$114K -478 -29%
TMWM
3418
Taylor & Morgan Wealth Management
Michigan
$225K – – –
WLIM
3419
White Lighthouse Investment Management
Massachusetts
$224K -$16.2K -68 -6%
BIA
3420
Bell Investment Advisors
California
$224K +$476 +2 +0.2%
SIM
3421
SSI Investment Management
California
$224K -$198K -830 -42%
BSSFA
3422
Baron Silver Stevens Financial Advisors
Florida
$224K -$30K -126 -10%
FAM
3423
Forte Asset Management
New York
$223K +$15.5K +65 +6%
MWA
3424
Mills Wealth Advisors
Texas
$223K -$28.3K -119 -9%
SHF
3425
Stage Harbor Financial
Massachusetts
$223K -$28.3K -119 -9%
135 136
137
138 139