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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
Connecticut Wealth Management
Connecticut
$334K – – –
CAM
2077
CPA Asset Management
Florida
$334K – – –
AFT
2078
Alpha Family Trust
California
$333K – – –
FBB
2079
Fulton Breakefield Broenniman
Maryland
$333K – – –
FWI
2080
Facet Wealth Inc
Maryland
$333K +$27.6K +267 +10%
LAM
2081
Lakewood Asset Management
Illinois
$332K +$207 +2 +0.1%
FIM
2082
FWL Investment Management
Texas
$332K -$214K -2,065 -43%
RFG
2083
RFP Financial Group
Georgia
$331K +$222K +2,150 +341%
CWM
2084
Centurion Wealth Management
Virginia
$331K – – –
BC
2085
Brio Consultants
California
$329K -$6K -58 -2%
BAM
2086
Blueshift Asset Management
New Jersey
$329K +$285K +2,760 New
FL
2087
Fort LP
Maryland
$328K -$48.8K -472 -15%
IWP
2088
IAG Wealth Partners
Wisconsin
$328K – – –
IP
2089
Ignite Planners
California
$328K +$16.1K +156 +6%
WPP
2090
Whalerock Point Partners
Rhode Island
$327K +$21.6K +209 +8%
KIG
2091
Kowal Investment Group
Wisconsin
$327K +$19.7K +191 +7%
HNWA
2092
Henrickson Nauta Wealth Advisors
Michigan
$326K +$17.8K +172 +7%
AWM
2093
Angeles Wealth Management
California
$326K +$5.27K +51 +2%
HI
2094
Humankind Investments
New York
$326K +$22K +213 +8%
LSC
2095
Lesa Sroufe & Co
Washington
$326K – – –
RWMH
2096
Riverpoint Wealth Management Holdings
Illinois
$325K +$1.14K +11 +0.4%
LWMG
2097
Levy Wealth Management Group
Pennsylvania
$324K +$103 +1 +0%
RF
2098
RHS Financial
California
$324K – – –
IA
2099
Insight Advisors
Pennsylvania
$323K +$54.4K +526 +24%
ICM
2100
IMS Capital Management
Oregon
$323K -$64.9K -628 -19%
82 83
84
85 86