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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3426
Pathway Financial Advisors
Vermont
$201K +$149K +920 New
SFC
3427
Sprinkle Financial Consultants
Colorado
$201K +$148K +918 New
FA
3428
Fermata Advisors
California
$201K -$749K -4,640 -83%
MCM
3429
MontVue Capital Management
Virginia
$201K +$148K +918 New
CWA
3430
Continuum Wealth Advisors
New York
$201K +$148K +918 New
GWM
3431
Graybill Wealth Management
Illinois
$200K +$103K +635 +227%
MPW
3432
Magnolia Private Wealth
Pennsylvania
$200K +$148K +915 New
BGWM
3433
Bridge Generations Wealth Management
Florida
$199K – – –
FFO
3434
Fortitude Family Office
Arizona
$199K -$4.84K -30 -3%
CCA
3435
Catalyst Capital Advisors
New York
$198K -$449K -2,779 -75%
TVWM
3436
Tower View Wealth Management
Wisconsin
$196K +$145K +896 New
AG
3437
AmeriFlex Group
Nevada
$196K -$33.9K -210 -19%
SIC
3438
SJS Investment Consulting
Ohio
$195K -$53K -328 -27%
EPIM
3439
Evelyn Partners Investment Management
$192K -$84.8K -525 -37%
DI
3440
DAGCO Inc
Ohio
$189K – – –
CIA
3441
Cape Investment Advisory
Georgia
$188K +$5.97K +37 +5%
WPWM
3442
Western Pacific Wealth Management
Illinois
$186K +$56.8K +352 +70%
AWM
3443
Abound Wealth Management
Tennessee
$185K -$1.29K -8 -0.9%
SHF
3444
Safe Harbor Fiduciary
Florida
$185K – – –
AWM
3445
Avondale Wealth Management
Texas
$184K – – –
DF
3446
Dunhill Financial
United Kingdom
$181K +$3.23K +20 +2%
OAJ
3447
Ogorek Anthony Joseph
New York
$178K -$4.68K -29 -3%
TWD
3448
True Wealth Design
Ohio
$178K +$7.43K +46 +6%
SCA
3449
Stuart Chaussee & Associates
California
$175K – – –
CCMI
3450
Creative Capital Management Investments
California
$174K +$6.94K +43 +6%
136 137
138
139 140