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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
3651
Arrowpoint Investment Partners
Singapore
$203K +$184K +723 New
RG
3652
Renaissance Group
Kentucky
$203K +$184K +723 New
SFCL
3653
Strengthening Families & Communities LLC
Massachusetts
$203K – – –
IPW
3654
Intergy Private Wealth
Colorado
$203K +$184K +721 New
CSIA
3655
Conrad Siegel Investment Advisors
Pennsylvania
$202K +$183K +720 New
CCA
3656
Cadent Capital Advisors
Oklahoma
$202K +$183K +719 New
BWAM
3657
Boyd Watterson Asset Management
Ohio
$202K – – –
BF
3658
Brogan Financial
Tennessee
$202K +$183K +718 New
SF
3659
Slagle Financial
Illinois
$202K +$183K +717 New
FFWA
3660
Forthright Family Wealth Advisory
Texas
$201K +$182K +715 New
LKWM
3661
Lee-Kelleher Wealth Management
Maryland
$201K +$182K +715 New
SWM
3662
Steinberganna Wealth Management
New York
$201K +$182K +714 New
SIG
3663
Spinnaker Investment Group
California
$200K +$181K +712 New
UBV
3664
United Bank (Virginia)
Virginia
$200K -$758K -2,976 -81%
AMG
3665
Advisors Management Group
Wisconsin
$200K +$181K +712 New
SC
3666
Steph & Co
Wisconsin
$199K +$79.2K +311 +79%
CWM
3667
Crowley Wealth Management
Delaware
$197K – – –
RWS
3668
Retirement Wealth Solutions
Wisconsin
$196K – – –
FPF
3669
First Pacific Financial
Washington
$174K +$26K +102 +20%
STB
3670
S&T Bank
Pennsylvania
$172K +$8.4K +33 +6%
ETS
3671
ESL Trust Services
New York
$172K +$2.55K +10 +2%
RFG
3672
REAP Financial Group
Texas
$169K -$159K -624 -51%
GJIA
3673
Glass Jacobson Investment Advisors
Maryland
$169K – – –
VWA
3674
VSM Wealth Advisory
Maryland
$167K – – –
CIAS
3675
CBIZ Investment Advisory Services
Ohio
$167K +$7.13K +28 +5%
145 146
147
148 149