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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
3451
Harbor Asset Planning
Massachusetts
$164K +$121K +750 New
IAS
3452
IMA Advisory Services
Colorado
$162K +$1.61K +10 +1%
RWM
3453
Raffa Wealth Management
District of Columbia
$161K +$81.1K +502 +214%
HAI
3454
Hennessy Advisors Inc
California
$161K +$119K +735 New
MWM
3455
Mascoma Wealth Management
New Hampshire
$160K – – –
SFCL
3456
Strengthening Families & Communities LLC
Massachusetts
$158K +$807 +5 +0.7%
RA
3457
Rational Advisors
New York
$157K +$116K +720 New
BWAM
3458
Boyd Watterson Asset Management
Ohio
$157K – – –
CWM
3459
Crowley Wealth Management
Delaware
$153K – – –
RWS
3460
Retirement Wealth Solutions
Wisconsin
$152K +$15.8K +98 +16%
AP
3461
Aspect Partners
Virginia
$152K +$80.7K +500 +255%
MAWAG
3462
Mid-American Wealth Advisory Group
Missouri
$152K +$112K +696 New
PFG
3463
Putney Financial Group
California
$151K -$24.2K -150 -18%
RDFA
3464
Ritter Daniher Financial Advisory
Ohio
$148K +$72.7K +450 +199%
MAFA
3465
MJT & Associates Financial Advisory
Minnesota
$147K +$10.7K +66 +11%
EFMH
3466
E Fund Management (HK)
Hong Kong
$145K +$107K +664 New
EMFAT
3467
Emerald Mutual Fund Advisers Trust
Pennsylvania
$144K -$5.33K -33 -5%
BG
3468
Bellevue Group
Switzerland
$143K – – –
SMFG
3469
Sumitomo Mitsui Financial Group
Japan
$143K +$110K +680 New
PSFG
3470
Park Square Financial Group
Georgia
$141K -$118K -730 -53%
RFA
3471
Reyes Financial Architecture
California
$141K +$6.94K +43 +7%
PMIM
3472
Prudent Man Investment Management
Colorado
$139K – – –
VC
3473
Vestor Capital
Illinois
$137K -$807K -4,998 -68%
SA
3474
Scarborough Advisors
Maryland
$136K +$100K +622 New
GJIA
3475
Glass Jacobson Investment Advisors
Maryland
$131K -$276K -1,707 -74%
137 138
139
140 141