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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3426
IronBridge Private Wealth
Texas
$277K +$3.31K +13 +1%
HA
3427
Harfst & Associates
Wyoming
$277K – – –
CWM
3428
Chronos Wealth Management
Florida
$277K -$19.1K -75 -7%
JIR
3429
James Investment Research
Ohio
$277K +$9.68K +38 +4%
BWM
3430
Bernard Wealth Management
Michigan
$276K – – –
LWA
3431
Lineweaver Wealth Advisors
Ohio
$275K -$2.55K -10 -1%
TAP
3432
Tounjian Advisory Partners
Florida
$274K +$249K +976 New
CA
3433
Claris Advisors
Missouri
$274K – – –
PI
3434
Pachira Investments
California
$274K +$2.29K +9 +0.9%
IWP
3435
Insight Wealth Partners
Texas
$274K -$3.06K -12 -1%
SFP
3436
Sandbox Financial Partners
Maryland
$274K +$248K +974 New
TWD
3437
True Wealth Design
Ohio
$273K +$40.5K +159 +20%
FFG
3438
First Financial Group
North Carolina
$273K +$5.35K +21 +2%
TCM
3439
TABR Capital Management
California
$273K +$246K +967 New
ORC
3440
O'Rourke & Company
Massachusetts
$273K – – –
PWA
3441
Provenance Wealth Advisors
Florida
$273K – – –
IF
3442
IRON Financial
Illinois
$272K +$246K +966 New
LJHT
3443
Laurie J. Hall Trustee
$271K -$8.91K -35 -4%
EMAM
3444
Encompass More Asset Management
California
$271K +$246K +965 New
CWA
3445
Clarus Wealth Advisors
Arizona
$271K -$130K -512 -35%
TI
3446
Truepoint Inc
Ohio
$271K +$245K +963 New
BMWS
3447
Brady Martz Wealth Solutions
North Dakota
$271K – – –
CKAIS
3448
Christensen King & Associates Investment Services
Washington
$269K – – –
HW
3449
Hamilton Wealth
California
$269K +$244K +958 New
AA
3450
Argent Advisors
Louisiana
$269K +$244K +957 New
136 137
138
139 140