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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1926
49 Wealth Management
Texas
$963K +$236K +1,330 +30%
NWM
1927
Napa Wealth Management
California
$962K +$1.03M +5,776 New
PAM
1928
Parvin Asset Management
South Dakota
$962K +$1.02M +5,770 New
BCM
1929
Becker Capital Management
Oregon
$961K – – –
CFD
1930
Creative Financial Designs
Indiana
$959K +$33.6K +189 +3%
KWM
1931
Keebeck Wealth Management
Illinois
$959K +$13.9K +78 +1%
PC
1932
Prairiewood Capital
North Dakota
$957K – – –
GG
1933
Greenwood Gearhart
Arkansas
$955K +$11.7K +66 +1%
DC
1934
DeDora Capital
California
$954K -$7.11K -40 -0.7%
CP
1935
Castleview Partners
Texas
$954K +$125K +702 +14%
OFS
1936
OneAscent Financial Services
Alabama
$954K +$114K +642 +13%
FNBTCON
1937
First National Bank & Trust Co of Newtown
Pennsylvania
$950K – – –
S
1938
Sunpointe
Missouri
$949K +$21.9K +123 +2%
SFG
1939
Shum Financial Group
California
$948K – – –
SP
1940
Sherman Porfolios
Idaho
$947K +$1.01M +5,681 New
SCI
1941
Stableford Capital II
Arizona
$943K -$20.6K -116 -2%
NAMP
1942
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$943K – – –
SB
1943
Strategic Blueprint
Georgia
$940K +$60.9K +343 +6%
TFA
1944
Tranquilli Financial Advisor
New Jersey
$938K -$271K -1,525 -21%
BA
1945
Ballast Advisors
Minnesota
$936K -$10.7K -60 -1%
NWAG
1946
Net Worth Advisory Group
Utah
$935K -$13K -73 -1%
MW
1947
Members Wealth
Pennsylvania
$934K +$963K +5,423 New
SSA
1948
Sierra Summit Advisors
Nevada
$934K -$29.7K -167 -3%
NCFG
1949
New Century Financial Group
New Jersey
$933K -$20.4K -115 -2%
CWS
1950
Cypress Wealth Services
California
$931K -$28.8K -162 -3%
76 77
78
79 80