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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
3576
Nova R Wealth
Kansas
$227K -$38.7K -152 -16%
API
3577
Asset Planning Inc
California
$227K +$12.7K +50 +7%
WCM
3578
WealthBridge Capital Management
Ohio
$227K -$49.9K -196 -20%
CCMI
3579
Creative Capital Management Investments
California
$227K +$2.04K +8 +1%
RW
3580
RVW Wealth
California
$227K +$205K +806 New
BCM
3581
Boreal Capital Management
Florida
$226K +$147K +579 +257%
FPW
3582
Flywheel Private Wealth
California
$226K +$205K +804 New
EIA
3583
Eldridge Investment Advisors
New Hampshire
$226K +$204K +803 New
FDDB
3584
Fidelity D&D Bancorp
Pennsylvania
$226K +$204K +802 New
SMCM
3585
Sky-Mountain Capital Management
Idaho
$225K -$63.7K -250 -23%
PPG
3586
Peak Planning Group
Colorado
$225K +$204K +802 New
SCA
3587
Stuart Chaussee & Associates
California
$225K – – –
FOFP
3588
Fee-Only Financial Planning
South Carolina
$225K +$204K +800 New
GA
3589
Gordian Advisors
Arizona
$225K +$204K +800 New
WG
3590
Warner Group
Connecticut
$225K +$204K +800 New
FWM
3591
FMB Wealth Management
California
$225K +$203K +799 New
SAM
3592
Smithbridge Asset Management
Pennsylvania
$225K +$203K +799 New
SA
3593
Stewardship Advisors
Pennsylvania
$224K +$203K +798 New
DQRIM
3594
Dale Q Rice Investment Management
Washington
$224K +$192K +755 New
VBFP
3595
Valtinson Bruner Financial Planning
Minnesota
$224K +$203K +797 New
PIA
3596
Panoramic Investment Advisors
Colorado
$224K +$203K +796 New
SLA
3597
Silver Lake Advisory
Utah
$224K +$203K +796 New
TNAM
3598
Terra Nova Asset Management
New York
$223K +$202K +794 New
VW
3599
Vance Wealth
California
$223K +$202K +793 New
IWA
3600
Integrity Wealth Advisors
California
$223K +$227K +892 New
142 143
144
145 146