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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1926
Cardiff Park Advisors
California
$635K – – –
IF
1927
Ironwood Financial
Arizona
$634K – – –
BEW
1928
Burton Enright Welch
California
$633K – – –
JWM
1929
JPL Wealth Management
Colorado
$633K +$3.73K +30 +0.7%
FCG
1930
Fielder Capital Group
Tennessee
$633K +$2.11K +17 +0.4%
HC
1931
Hara Capital
Washington
$632K – – –
WBG
1932
Wharton Business Group
Pennsylvania
$631K +$13.8K +111 +3%
OWA
1933
Opal Wealth Advisors
New York
$631K +$5.59K +45 +1%
SHA
1934
Seneca House Advisors
Virginia
$631K +$7.33K +59 +1%
WA
1935
Wambolt & Associates
Colorado
$630K +$993 +8 +0.2%
CIC
1936
Cornercap Investment Counsel
Georgia
$629K -$74.6K -601 -12%
WFI
1937
West Family Investments
California
$629K +$8.32K +67 +2%
BFA
1938
Beacon Financial Advisory
Ohio
$625K +$20.4K +164 +4%
IWP
1939
Invenio Wealth Partners
Florida
$625K +$60.1K +484 +12%
EFP
1940
Elser Financial Planning
Indiana
$625K +$549K +4,423 New
BHPW
1941
Beverly Hills Private Wealth
California
$624K -$8.2K -66 -1%
BWP
1942
Balboa Wealth Partners
Arizona
$624K +$267K +2,149 +95%
BI
1943
Ballast Inc
Kentucky
$624K – – –
WDA
1944
Wendell David Associates
New Hampshire
$623K – – –
BWM
1945
Birchcreek Wealth Management
Ohio
$623K – – –
AA
1946
Alta Advisers
United Kingdom
$621K +$24.8K +200 +5%
HWA
1947
Heartwood Wealth Advisors
Virginia
$620K – – –
CH
1948
Cromwell Holdings
Wyoming
$619K +$545K +4,385 New
TC
1949
Trilogy Capital
California
$618K +$299K +2,409 +123%
KIG
1950
Kowal Investment Group
Wisconsin
$617K +$12.4K +100 +2%
76 77
78
79 80