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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
2026
Palo Alto Wealth Advisors
California
$220K +$204K +2,689 New
KIG
2027
Kowal Investment Group
Wisconsin
$219K +$204K +2,685 New
THL
2028
Tillman Hartley LLC
Colorado
$219K +$204K +2,681 New
CNC
2029
Citizens & Northern Corp
Pennsylvania
$219K -$78.4K -1,031 -28%
VIA
2030
Virtus Investment Advisers
Connecticut
$217K – – –
CMS
2031
Capital Market Strategies
Florida
$216K +$201K +2,648 New
CWM
2032
Compass Wealth Management
Connecticut
$216K +$201K +2,648 New
CSS
2033
Cubist Systematic Strategies
Connecticut
$216K -$36.7M -482,720 -99%
WRPWM
2034
Werba Rubin Papier Wealth Management
California
$216K +$201K +2,645 New
FC
2035
Family CFO
California
$215K – – –
SWA
2036
SFMG Wealth Advisors
Texas
$214K -$1.77M -23,319 -90%
JF
2037
JSF Financial
California
$214K +$199K +2,623 New
AIFAIM
2038
American Institute for Advanced Investment Management
Arizona
$214K +$199K +2,622 New
C
2039
Covestor
United Kingdom
$214K -$34K -447 -15%
PAMG
2040
Patton Albertson Miller Group
Tennessee
$214K +$199K +2,617 New
FFG
2041
Ford Financial Group
California
$214K +$199K +2,614 New
FAM
2042
Flaharty Asset Management
Florida
$213K +$198K +2,603 New
OHWP
2043
Oak Harbor Wealth Partners
North Carolina
$213K +$198K +2,603 New
KFS
2044
Kelly Financial Services
Massachusetts
$213K -$11K -145 -5%
AFT
2045
Alpha Family Trust
California
$213K +$198K +2,600 New
JHCP
2046
Jackson Hole Capital Partners
Oklahoma
$212K +$197K +2,593 New
FC
2047
Financial Council
Maryland
$212K +$197K +2,590 New
MFWP
2048
Mosaic Family Wealth Partners
Missouri
$211K +$197K +2,587 New
IP
2049
Ignite Planners
California
$211K +$180K +2,366 New
HNWA
2050
Henrickson Nauta Wealth Advisors
Michigan
$210K +$195K +2,569 New
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