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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3551
Coston McIsaac & Partners
Maine
$47K – – –
TFM
3552
TFC Financial Management
Massachusetts
$46.6K – – –
NRWA
3553
North Ridge Wealth Advisors
Oregon
$44.8K – – –
LWA
3554
Lowe Wealth Advisors
Maryland
$43.7K – – –
VWA
3555
Valued Wealth Advisors
Utah
$42.7K -$2.26K -14 -7%
OCM
3556
Orion Capital Management
California
$42.2K +$7.59K +47 +32%
HC
3557
Hurley Capital
New York
$40.9K -$8.88K -55 -23%
MWA
3558
Moser Wealth Advisors
Washington
$40.9K +$28.6K +177 +1,770%
WAS
3559
Winch Advisory Services
Wisconsin
$40.4K +$161 +1 +0.5%
LC
3560
Lavaca Capital
Texas
$39.6K – – –
BL
3561
BFSG LLC
California
$39.2K – – –
IHWM
3562
Iron Horse Wealth Management
Iowa
$39.1K -$4.04K -25 -12%
HWM
3563
HighMark Wealth Management
Minnesota
$38.5K +$28.4K +176 New
CWP
3564
Clark Wealth Partners
Illinois
$38.2K +$11.5K +71 +68%
Q1WB
3565
Quest 10 Wealth Builders
Virginia
$37.6K -$12.1K -75 -30%
LFA
3566
Legend Financial Advisors
Pennsylvania
$34.3K +$25.4K +157 New
BFP
3567
Briaud Financial Planning
Texas
$33K – – –
SC
3568
Swan Capital
Florida
$32.6K +$1.45K +9 +6%
LFA
3569
LGT Financial Advisors
Texas
$32.6K +$24.1K +149 New
UIA
3570
Ulland Investment Advisors
Minnesota
$31K +$161 +1 +0.7%
KG
3571
Kilter Group
New York
$30.2K +$22.3K +138 New
BC
3572
Barrett & Company
Rhode Island
$29.5K – – –
WW
3573
Winnow Wealth
Texas
$28.4K -$266K -1,648 -93%
AAG
3574
Accordant Advisory Group
Maryland
$28.4K – – –
HI
3575
Hoey Investments
Pennsylvania
$28.2K – – –
141 142
143
144 145