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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
3476
Montz Harcus Wealth Management
Louisiana
$263K +$1.27K +5 +0.5%
VPF
3477
Vantage Point Financial
Illinois
$263K +$238K +936 New
FAC
3478
Financial Advisory Corporation
Michigan
$263K – – –
UPS
3479
UHLMANN PRICE SECURITIES
Illinois
$262K -$42.5K -167 -15%
MWA
3480
Monograph Wealth Advisors
California
$262K +$238K +933 New
SCM
3481
Seascape Capital Management
New Hampshire
$262K +$237K +932 New
HIW
3482
Holos Integrated Wealth
Pennsylvania
$262K – – –
EP
3483
Essential Partners
California
$262K +$204K +803 +627%
HFS
3484
Hoge Financial Services
Pennsylvania
$262K +$237K +930 New
HG
3485
Harbor Group
New Hampshire
$262K +$237K +930 New
PIA
3486
Prakash Investment Advisors
Massachusetts
$262K +$237K +930 New
BFIC
3487
Bedell Frazier Investment Counselling
California
$261K -$5.6K -22 -2%
FFO
3488
Fortitude Family Office
Arizona
$261K +$4.33K +17 +2%
CM
3489
Cercano Management
Washington
$260K +$236K +926 New
TC
3490
Tacita Capital
Ontario, Canada
$260K – – –
JSC
3491
Jackson Square Capital
California
$260K +$236K +925 New
HHAA
3492
Henry H. Armstrong Associates
Pennsylvania
$259K – – –
AFA
3493
Allium Financial Advisors
Oregon
$259K -$4.58K -18 -2%
PFA
3494
Pathway Financial Advisors
Vermont
$259K – – –
SWM
3495
Sterling Wealth Management
Illinois
$258K -$61.4K -241 -21%
KCP
3496
Kera Capital Partners
California
$258K +$234K +919 New
MCM
3497
MontVue Capital Management
Virginia
$258K – – –
CFAM
3498
Center For Asset Management
Florida
$257K +$233K +915 New
CB
3499
Chris Bulman
California
$257K -$19.1K -75 -8%
EI
3500
eCIO Inc
Wisconsin
$257K +$232K +912 New
138 139
140
141 142