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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3401
Sequent Planning
Nebraska
$231K +$282K +1,185 New
MMM
3402
Mendel Money Management
Illinois
$231K -$15K -63 -5%
WMN
3403
Wealth Management Nebraska
Nebraska
$230K -$11.9K -50 -4%
RIA
3404
Realta Investment Advisors
Delaware
$230K -$1.03M -4,335 -79%
MC
3405
Matisse Capital
Oregon
$230K +$72.9K +306 +35%
ATC
3406
Advantage Trust Company
Kansas
$230K -$120K -504 -30%
CIAS
3407
CBIZ Investment Advisory Services
Ohio
$229K +$139K +584 +98%
BRPW
3408
Ballast Rock Private Wealth
South Carolina
$229K +$280K +1,177 New
CCM
3409
Cloud Capital Management
Washington
$229K -$57.4K -241 -17%
HBWM
3410
Hollow Brook Wealth Management
New York
$229K -$103K -431 -27%
HP
3411
Highlander Partners
Texas
$228K – – –
RPA
3412
Rock Point Advisors
Vermont
$228K – – –
WIA
3413
Westbourne Investment Advisors
Maryland
$228K – – –
GWP
3414
Gateway Wealth Partners
Wisconsin
$228K -$22.4K -94 -7%
WWG
3415
West Wealth Group
California
$227K +$40.7K +171 +17%
WW
3416
Wright Wealth
Georgia
$226K +$276K +1,160 New
FC
3417
Farringdon Capital
United Kingdom
$226K -$1.61M -6,744 -85%
PWA
3418
Portus Wealth Advisors
North Carolina
$226K +$1.91K +8 +0.7%
TPW
3419
Tiller Private Wealth
Pennsylvania
$226K – – –
FGAM
3420
Financial Gravity Asset Management
Texas
$225K +$13.1K +55 +5%
PS
3421
Planned Solutions
California
$225K +$1.19K +5 +0.4%
MAM
3422
MWA Asset Management
Massachusetts
$225K -$1.27M -5,316 -82%
AFIA
3423
America First Investment Advisors
Nebraska
$225K -$114K -478 -29%
TMWM
3424
Taylor & Morgan Wealth Management
Michigan
$225K – – –
WLIM
3425
White Lighthouse Investment Management
Massachusetts
$224K -$16.2K -68 -6%
135 136
137
138 139