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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
3451
Burk Holdings
Oklahoma
$16K +$17.7K +109 New
LFASL
3452
Lugano Financial Advisors SA (LFA)
Switzerland
$16K – – –
PIS
3453
POM Investment Strategies
North Carolina
$15.9K +$14.6K +90 +500%
W
3454
WealthCollab
Washington
$14.9K -$6.99K -43 -30%
AAG
3455
Accordant Advisory Group
Maryland
$14.7K +$16.3K +100 New
LA
3456
LM Advisors
California
$14.6K -$187K -1,153 -35%
FIM
3457
FWL Investment Management
Texas
$14.4K -$10.1M -61,867 -100%
NI
3458
NCP Inc
California
$14.4K -$23.9K -147 -60%
JAM
3459
JCIC Asset Management
Ontario, Canada
$14K – – –
TFM
3460
TFC Financial Management
Massachusetts
$13.5K -$19.7K -121 -57%
SHIM
3461
Stone House Investment Management
Pennsylvania
$13.4K -$488 -3 -3%
BFS
3462
Bare Financial Services
Pennsylvania
$13.4K +$11.4K +70 +333%
SA
3463
Seneschal Advisors
Washington
$13.2K – – –
HIA
3464
HFM Investment Advisors
New Jersey
$12.8K -$6.83K -42 -33%
MAS
3465
MPWM Advisory Solutions
Georgia
$12.4K -$2.76K -17 -17%
KB
3466
Kimelman & Baird
New York
$11.9K +$12.4K +76 +1,520%
AI
3467
Atomic Invest
New York
$11.5K +$5.36K +33 +66%
KCM
3468
Key Capital Management
Tennessee
$11.3K -$1.46K -9 -10%
IW
3469
Imprint Wealth
South Carolina
$11K -$1.63K -10 -12%
BCPWM
3470
Bradley & Co Private Wealth Management
Florida
$11K – – –
KCM
3471
KM Capital Management
Texas
$11K +$9.43K +58 New
HWM
3472
Horizons Wealth Management
North Carolina
$10.6K – – –
TBFA
3473
Three Bearings Fiduciary Advisors
New Hampshire
$10.6K – – –
FG
3474
Fairman Group
Pennsylvania
$10.3K – – –
FDW
3475
Fourth Dimension Wealth
Ohio
$9.71K – – –
137 138
139
140 141