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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1601
Consolidated Planning Corp
Georgia
$670K +$186K +1,605 +34%
NG
1602
Northstar Group
New York
$668K – – –
HA
1603
Herold Advisors
New York
$667K +$128K +1,104 +21%
PFA
1604
Plotkin Financial Advisors
Maryland
$665K – – –
MAWCM
1605
Mine & Arao Wealth Creation & Management
California
$663K +$1.62K +14 +0.2%
BW
1606
BIP Wealth
Georgia
$662K +$335K +2,894 +86%
I2I
1607
Insight 2811 Inc
Illinois
$658K -$2.55K -22 -0.4%
PFC
1608
Poplar Forest Capital
California
$655K – – –
WWM
1609
Western Wealth Management
Colorado
$653K +$318K +2,745 +80%
RIP
1610
RAM Investment Partners
Washington
$653K +$198K +1,712 +38%
SF
1611
Symphony Financial
Texas
$652K -$22.9K -198 -3%
HAG
1612
HF Advisory Group
Maryland
$651K +$142K +1,224 +26%
EI
1613
Ellevest Inc
New York
$648K +$21.9K +189 +3%
AWA
1614
Arkadios Wealth Advisors
Georgia
$648K +$36.9K +319 +6%
CLOS
1615
Compagnie Lombard Odier SCmA
Switzerland
$647K -$307K -2,653 -30%
MA
1616
MCF Advisors
Kentucky
$647K -$43.3K -374 -6%
HIG
1617
Heritage Investment Group
Florida
$647K – – –
MCWS
1618
McKinley Carter Wealth Services
West Virginia
$646K +$7.87K +68 +1%
AWA
1619
Aletheian Wealth Advisors
Washington
$645K – – –
MSAM
1620
Moloney Securities Asset Management
Missouri
$644K -$380K -3,284 -35%
EHC
1621
Everett Harris & Co
California
$643K – – –
TIA
1622
Traphagen Investment Advisors
New Jersey
$640K -$186K -1,606 -21%
LC
1623
Landaas & Company
Wisconsin
$639K -$30.4K -263 -4%
CAMG
1624
CWA Asset Management Group
Florida
$637K +$106K +912 +18%
WE
1625
Wealth Effects
Massachusetts
$636K +$22K +190 +3%
63 64
65
66 67