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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1901
McGowan Group Asset Management
Texas
$465K +$109 +1 +0%
SHA
1902
Seneca House Advisors
Virginia
$465K – – –
LWM
1903
Lyell Wealth Management
California
$464K +$199K +1,820 +71%
HWA
1904
Heartwood Wealth Advisors
Virginia
$463K – – –
TCOK
1905
Trust Company of Kansas
Kansas
$462K – – –
WWP
1906
Waypoint Wealth Partners
California
$460K +$31.4K +288 +7%
WCAMG
1907
Woodard & Company Asset Management Group
North Carolina
$459K – – –
WAG
1908
Winthrop Advisory Group
Massachusetts
$459K +$44.2K +405 +10%
BHPW
1909
Beverly Hills Private Wealth
California
$458K -$6K -55 -1%
GHA
1910
GW Henssler & Associates
Georgia
$457K -$54.6K -500 -10%
MHR
1911
Matthew Hamilton Rosenberg
$455K -$3.17K -29 -0.7%
BSHC
1912
Breed's Hill Capital
Massachusetts
$454K +$470K +4,310 New
BWM
1913
Birchcreek Wealth Management
Ohio
$454K – – –
RIS
1914
Retirement Income Solutions
Michigan
$453K – – –
AWM
1915
Arista Wealth Management
Nevada
$451K – – –
FOA
1916
Five Oceans Advisors
California
$450K -$1.53K -14 -0.3%
JWM
1917
JPL Wealth Management
Colorado
$448K +$463K +4,245 New
MG
1918
Marex Group
$447K +$463K +4,241 New
CCM
1919
Carlson Capital Management
Minnesota
$447K +$42.6K +390 +10%
SRCM
1920
Signature Resources Capital Management
California
$447K +$462K +4,236 New
IF
1921
Intrua Financial
Texas
$445K -$40.7K -373 -8%
KWM
1922
Kaydan Wealth Management
Michigan
$444K -$2.84K -26 -0.6%
OL
1923
OneFund LLC
Florida
$443K +$459K +4,202 New
AA
1924
Alta Advisers
United Kingdom
$443K – – –
BFA
1925
Beacon Financial Advisory
Ohio
$441K +$124K +1,135 +37%
75 76
77
78 79