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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1676
Kaydan Wealth Management
Michigan
$385K – – –
TWM
1677
Thrive Wealth Management
Pennsylvania
$384K +$972 +12 +0.3%
RG
1678
Rathbones Group
United Kingdom
$384K +$26.3K +325 +8%
CW
1679
CreativeOne Wealth
Kansas
$384K +$40.3K +497 +12%
RTL
1680
Red Tortoise LLC
Georgia
$383K -$11.7K -145 -3%
GFPC
1681
Global Financial Private Client
Florida
$382K +$40.5K +500 +12%
AWM
1682
Aberdeen Wealth Management
Illinois
$381K – – –
APS
1683
American Planning Services
Florida
$381K – – –
CLOS
1684
Compagnie Lombard Odier SCmA
Switzerland
$381K – – –
CWM
1685
Concentrum Wealth Management
California
$381K +$7.94K +98 +2%
FW
1686
FirstPurpose Wealth
Utah
$379K +$21.2K +262 +6%
RCS
1687
Retirement Capital Strategies
California
$377K – – –
PCG
1688
Private Capital Group
Connecticut
$375K -$36.3K -448 -9%
PA
1689
Probity Advisors
Texas
$375K -$4.37K -54 -1%
AWM
1690
Avitas Wealth Management
California
$375K +$367K +4,530 New
SFPG
1691
Stonebridge Financial Planning Group
Florida
$374K – – –
SWM
1692
Sendero Wealth Management
Texas
$373K – – –
IA
1693
IFG Advisory
Georgia
$371K -$74.3K -917 -17%
IF
1694
Ironwood Financial
Arizona
$371K -$65.9K -814 -15%
GA
1695
Greenspring Advisors
Maryland
$371K -$16.2K -200 -4%
CA
1696
Calton & Associates
Florida
$371K +$4.86K +60 +1%
NCM
1697
Noesis Capital Mangement
Florida
$370K – – –
FFMBT
1698
First Farmers & Merchants Bank Trust
Tennessee
$370K +$13.9K +172 +4%
WA
1699
Wealth Architects
California
$369K +$2.75K +34 +0.8%
AFM
1700
Andesa Financial Management
Pennsylvania
$369K +$22.2K +274 +7%
66 67
68
69 70