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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1876
Channel Wealth
California
$585K – – –
NWMG
1877
National Wealth Management Group
Ohio
$584K +$532K +4,652 New
CAM
1878
Campion Asset Management
Virginia
$584K – – –
DA
1879
Drake & Associates
Wisconsin
$584K +$4.81K +42 +0.9%
MIM
1880
Macroview Investment Management
Maryland
$582K -$258K -2,255 -33%
LAM
1881
LifePro Asset Management
California
$580K -$95.5K -834 -15%
MWM
1882
Modern Wealth Management
Kansas
$579K +$95.1K +831 +22%
TWM
1883
Triton Wealth Management
Arizona
$578K – – –
APS
1884
American Planning Services
Florida
$578K – – –
SAI
1885
Savvy Advisors Inc
New York
$578K +$245K +2,137 +87%
GC
1886
Guidance Capital
Kentucky
$577K +$65.9K +576 +14%
CCA
1887
Childress Capital Advisors
Texas
$577K -$48.2K -421 -8%
PSCM
1888
Per Stirling Capital Management
Texas
$577K +$343 +3 +0.1%
MWM
1889
Mosley Wealth Management
California
$576K +$525K +4,583 New
EWM
1890
Evermay Wealth Management
Virginia
$575K +$60.9K +532 +13%
VAM
1891
Verity Asset Management
North Carolina
$573K -$18.9K -165 -3%
TAM
1892
Titleist Asset Management
Texas
$570K +$520K +4,540 New
JEST
1893
JTC Employer Solutions Trustee
Jersey
$570K – – –
PFT
1894
Providence First Trust
Arizona
$568K +$518K +4,522 New
FFG
1895
Frisch Financial Group
New York
$568K +$3.43K +30 +0.7%
PP
1896
Paloma Partners
Connecticut
$566K -$3.89M -33,978 -88%
CPA
1897
Cardiff Park Advisors
California
$565K +$114 +1 +0%
BWM
1898
Buckley Wealth Management
Nevada
$564K -$11.4K -100 -2%
BHPW
1899
Beverly Hills Private Wealth
California
$564K +$16.9K +148 +3%
IF
1900
Ironwood Financial
Arizona
$564K +$6.29K +55 +1%
74 75
76
77 78