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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2126
Forza Wealth Management
Florida
$413K – – –
VNA
2127
Valley National Advisers
Pennsylvania
$411K +$21.6K +189 +6%
ME
2128
McIlrath & Eck
Washington
$410K – – –
FIA
2129
FNY Investment Advisers
New York
$410K +$106K +925 +40%
CWP
2130
Core Wealth Partners
California
$410K +$1.95K +17 +0.5%
MC
2131
Montag & Caldwell
Georgia
$407K – – –
KL
2132
KilterHowling LLC
Colorado
$406K – – –
CAC
2133
Certified Advisory Corp
Florida
$406K -$9.16K -80 -2%
SAA
2134
Southeast Asset Advisors
Georgia
$405K – – –
RP
2135
Riverwater Partners
Wisconsin
$405K +$369K +3,226 New
CFSG
2136
Community Financial Services Group
Vermont
$405K +$369K +3,224 New
WDC
2137
Woodward Diversified Capital
California
$404K +$52.1K +455 +16%
RAM
2138
Riggs Asset Management
Pennsylvania
$404K – – –
CIS
2139
Capital International Sarl
California
$404K +$368K +3,216 New
SAM
2140
Summit Asset Management
Tennessee
$402K – – –
HPM
2141
Hoxton Planning & Management
West Virginia
$401K +$31.8K +278 +10%
SFC
2142
SYM Financial Corp
Indiana
$401K +$7.33K +64 +2%
FBT
2143
First Bank & Trust
South Dakota
$400K – – –
PHAM
2144
Palisades Hudson Asset Management
Florida
$400K – – –
AW
2145
Atlas Wealth
Ohio
$400K – – –
IW
2146
Imprint Wealth
South Carolina
$400K +$35.7K +312 +11%
NCM
2147
Northwest Capital Management
Oregon
$399K – – –
VCM
2148
Virtue Capital Management
Tennessee
$398K -$151K -1,323 -29%
HCP
2149
Hexagon Capital Partners
Arkansas
$397K -$60.8K -531 -14%
SSW
2150
Stone Summit Wealth
Florida
$397K +$1.6K +14 +0.4%
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