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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1951
Shum Financial Group
California
$796K – – –
RWP
1952
Revolve Wealth Partners
New Jersey
$794K +$42.5K +261 +5%
LFG
1953
Larson Financial Group
Missouri
$793K +$108K +665 +13%
GIP
1954
Greatmark Investment Partners
Georgia
$791K +$20.4K +125 +2%
MA
1955
MCF Advisors
Kentucky
$787K -$28K -172 -3%
T
1956
TOBAM
France
$787K -$2.97M -18,262 -76%
GFG
1957
Goldstone Financial Group
Illinois
$786K +$24.6K +151 +3%
TCM
1958
Thoma Capital Management
Maryland
$784K +$13.5K +83 +2%
SWM
1959
Stockman Wealth Management
Montana
$783K -$39.2K -241 -4%
MSFS
1960
Main Street Financial Solutions
Pennsylvania
$781K -$616K -3,783 -40%
AA
1961
Addison Advisors
Vermont
$781K +$7.33K +45 +0.8%
OPTFSNA
1962
Old Point Trust & Financial Services N A
Virginia
$777K – – –
FA
1963
Fermata Advisors
California
$777K -$61.2K -376 -6%
MAM
1964
MWA Asset Management
Massachusetts
$777K +$442K +2,713 +95%
EAM
1965
Evanson Asset Management
California
$776K +$166K +1,018 +22%
MAWCM
1966
Mine & Arao Wealth Creation & Management
California
$776K +$1.3K +8 +0.1%
MW
1967
Members Wealth
Pennsylvania
$774K +$18.7K +115 +2%
RYIA
1968
Roehl & Yi Investment Advisors
Oregon
$774K +$37.9K +233 +4%
EWM
1969
Elevatus Welath Management
New York
$774K -$2.6K -16 -0.3%
FPGT
1970
Financial Partners Group (Tennessee)
Tennessee
$773K -$376K -2,310 -29%
FFA
1971
Florida Financial Advisors
Florida
$772K +$368K +2,258 +69%
SAM
1972
Strive Asset Management
Ohio
$771K -$227K -1,393 -20%
BWM
1973
Birchcreek Wealth Management
Ohio
$771K +$180K +1,105 +25%
S
1974
Sunpointe
Missouri
$771K -$29.5K -181 -3%
IIA
1975
Integral Investment Advisors
California
$770K -$45.6K -280 -5%
77 78
79
80 81