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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1801
Clarity Wealth Advisors
California
$314K +$28.6K +353 +10%
BWM
1802
BerganKDV Wealth Management
Minnesota
$313K -$105K -1,299 -26%
MSFS
1803
Main Street Financial Solutions
Pennsylvania
$313K -$39.8K -492 -12%
CFO
1804
CVA Family Office
Colorado
$313K +$8.5K +105 +3%
VIM
1805
Vista Investment Management
Pennsylvania
$312K +$5.59K +69 +2%
SW
1806
SlateStone Wealth
Florida
$311K -$13.1K -162 -4%
RFG
1807
Range Financial Group
Oregon
$311K -$11.5K -142 -4%
FBB
1808
Fulton Breakefield Broenniman
Maryland
$310K -$374K -4,622 -55%
SG
1809
Stonnington Group
California
$309K -$24.3K -300 -7%
GAM
1810
Gould Asset Management
California
$308K -$6.07K -75 -2%
CB
1811
Cadence Bank
Mississippi
$307K – – –
EGA
1812
E&G Advisors
Texas
$307K – – –
CWA
1813
CJM Wealth Advisers
Virginia
$307K – – –
GAMA
1814
Graticule Asia Macro Advisors
New York
$304K +$297K +3,670 New
GEA
1815
Glen Eagle Advisors
New Jersey
$303K -$5.02K -62 -2%
OWP
1816
Obermeyer Wealth Partners
Colorado
$303K – – –
VC
1817
Vicus Capital
Pennsylvania
$302K -$18.6K -230 -6%
FOA
1818
Five Oceans Advisors
California
$302K -$14K -173 -5%
BFA
1819
Beacon Financial Advisory
Ohio
$302K +$3.48K +43 +1%
HIC
1820
Hartline Investment Corp
Illinois
$302K +$46.3K +572 +17%
TWM
1821
TriaGen Wealth Management
California
$300K -$429K -5,303 -59%
BMM
1822
Buffington Mohr McNeal
Idaho
$300K – – –
OWM
1823
Opes Wealth Management
California
$300K +$65.4K +808 +29%
GSIS
1824
Global Strategic Investment Solutions
Arizona
$299K -$15.7K -194 -5%
GFP
1825
Gryphon Financial Partners
Ohio
$299K -$1.3K -16 -0.4%
71 72
73
74 75