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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1051
Diversify Advisory Services
Utah
$3.73M +$550K +3,794 +22%
GWM
1052
Gibbs Wealth Management
Georgia
$3.73M +$1.62M +11,169 +104%
BONH
1053
Bank of New Hampshire
New Hampshire
$3.72M +$13.5K +93 +0.4%
MNBTD
1054
Moody National Bank Trust Division
Texas
$3.7M +$359K +2,481 +13%
TFG
1055
Taylor Financial Group
Virginia
$3.7M -$25.8K -178 -0.8%
MFS
1056
Mirabella Financial Services
United Kingdom
$3.7M +$2.87M +19,797 +857%
RPWA
1057
Regent Peak Wealth Advisors
Georgia
$3.69M -$252K -1,743 -7%
KWMG
1058
King Wealth Management Group
Florida
$3.68M +$249K +1,717 +9%
MWA
1059
Midland Wealth Advisors
Illinois
$3.68M -$102K -703 -3%
IWM
1060
IHT Wealth Management
Illinois
$3.67M +$820K +5,663 +36%
EHWM
1061
Eads & Heald Wealth Management
Georgia
$3.67M -$331K -2,287 -10%
APIM
1062
Agate Pass Investment Management
Washington
$3.67M +$15.9K +110 +0.5%
GDP
1063
Great Diamond Partners
Maine
$3.66M -$936K -6,459 -23%
CA
1064
Claro Advisors
Massachusetts
$3.66M +$615K +4,244 +25%
BG
1065
Bollard Group
Massachusetts
$3.61M +$8.55K +59 +0.3%
RWA
1066
Roberts Wealth Advisors
California
$3.6M +$178K +1,230 +6%
ACA
1067
Aptus Capital Advisors
Alabama
$3.58M +$263K +1,816 +9%
GBT
1068
Grove Bank & Trust
Florida
$3.58M +$2.13M +14,682 +233%
WANY
1069
Wealthspire Advisors (New York)
New York
$3.57M +$232K +1,600 +8%
RFMS
1070
RWQ Financial Management Services
Florida
$3.57M +$3.03M +20,940 New
IFG
1071
Independent Financial Group
California
$3.56M +$652K +4,501 +27%
M
1072
Mirova
France
$3.56M – – –
MPPLM
1073
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.55M +$299K +2,062 +11%
JGUA
1074
John G. Ullman & Associates
New York
$3.55M -$72.4K -500 -2%
NFG
1075
Nations Financial Group
Iowa
$3.55M -$891K -6,148 -23%
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