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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2126
Burton Enright Welch
California
$733K -$178 -1 -0%
HWA
2127
Heartwood Wealth Advisors
Virginia
$732K – – –
BFA
2128
Beacon Financial Advisory
Ohio
$731K +$17.1K +96 +2%
RIS
2129
Retirement Income Solutions
Michigan
$731K – – –
CFCI
2130
Comprehensive Financial Consultants Institutional
Indiana
$730K +$155K +872 +25%
REMPR
2131
Roof Eidam Maycock Peralta (REMP)
California
$728K – – –
VAM
2132
Vienna Asset Management
California
$727K +$775K +4,364 New
FPGK
2133
Financial Partners Group (Kansas)
Kansas
$727K -$2.67K -15 -0.3%
BWA
2134
BlueSky Wealth Advisors
North Carolina
$727K – – –
CAM
2135
Campion Asset Management
Virginia
$727K – – –
WBG
2136
Wharton Business Group
Pennsylvania
$726K – – –
AWM
2137
Aviso Wealth Management
Washington
$726K +$148K +833 +24%
OL
2138
OneFund LLC
Florida
$721K +$23.3K +131 +3%
BWM
2139
Bernard Wealth Management
Michigan
$719K +$767K +4,317 New
TCWM
2140
Total Clarity Wealth Management
Illinois
$718K -$24.2K -136 -3%
RTL
2141
Red Tortoise LLC
Georgia
$718K – – –
OC
2142
Optima Capital
Oregon
$717K +$765K +4,305 New
AWM
2143
Arista Wealth Management
Nevada
$714K – – –
EMAM
2144
Encompass More Asset Management
California
$714K +$761K +4,284 New
IF
2145
Ironwood Financial
Arizona
$712K – – –
FZCM
2146
Flynn Zito Capital Management
New York
$710K -$16.7K -94 -2%
FPW
2147
Fairvoy Private Wealth
Alabama
$710K +$757K +4,259 New
FFP
2148
FourThought Financial Partners
Florida
$709K +$756K +4,255 New
CRIG
2149
Charter Research & Investment Group
Connecticut
$708K – – –
SRCM
2150
Signature Resources Capital Management
California
$707K +$1.6K +9 +0.2%
84 85
86
87 88