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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3501
Northwest Capital Management
Oregon
$104K – – –
SFO
3502
Standard Family Office
South Dakota
$104K – – –
T
3503
Tidemark
California
$96.4K +$5.65K +35 +9%
DCM
3504
Disciplina Capital Management
Tennessee
$95.3K – – –
TLA
3505
Tanglewood Legacy Advisors
Texas
$94.7K – – –
FFWM
3506
Future Financial Wealth Management
Ohio
$92.9K – – –
CTWM
3507
Cherry Tree Wealth Management
Minnesota
$90.3K -$13.7K -85 -17%
CWM
3508
Consultiva Wealth Management
Puerto Rico
$90.3K – – –
RWM
3509
Rialto Wealth Management
New York
$88.1K +$4.52K +28 +7%
CCC
3510
Chelsea Counsel Company
California
$87.5K – – –
FF
3511
Finley Financial
Nevada
$87.5K – – –
NIM
3512
Nexus Investment Management
Ontario, Canada
$87.5K – – –
MIA
3513
MeadowBrook Investment Advisors
Michigan
$87K -$4.04K -25 -6%
AW
3514
Affinity Wealth
Ohio
$87K – – –
SC
3515
Steph & Co
Wisconsin
$86.4K -$646 -4 -1%
TIAAOA
3516
Teachers Insurance & Annuity Association of America
New York
$83.1K – – –
EA
3517
Evolution Advisers
Virginia
$83K – – –
BCM
3518
Blume Capital Management
California
$81.8K +$11.9K +74 +25%
SVWA
3519
Sarver Vrooman Wealth Advisors
Missouri
$81.8K – – –
LIA
3520
Luken Investment Analytics
Tennessee
$81.3K – – –
EPW
3521
Evergreen Private Wealth
Colorado
$80.9K +$11.1K +69 +23%
RF
3522
Robinswood Financial
Washington
$80.5K +$161 +1 +0.3%
SIS
3523
Strategic Investment Solutions
Illinois
$79.4K – – –
EPIMS
3524
Evelyn Partners Investment Management Services
$78.7K – – –
MLA
3525
MB, Levis & Associates
Pennsylvania
$77.7K +$161 +1 +0.3%
139 140
141
142 143