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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2126
Birchcreek Wealth Management
Ohio
$735K – – –
WDA
2127
Wendell David Associates
New Hampshire
$735K – – –
BEW
2128
Burton Enright Welch
California
$733K -$178 -1 -0%
HWA
2129
Heartwood Wealth Advisors
Virginia
$732K – – –
BFA
2130
Beacon Financial Advisory
Ohio
$731K +$17.1K +96 +2%
RIS
2131
Retirement Income Solutions
Michigan
$731K – – –
CFCI
2132
Comprehensive Financial Consultants Institutional
Indiana
$730K +$155K +872 +25%
REMPR
2133
Roof Eidam Maycock Peralta (REMP)
California
$728K – – –
VAM
2134
Vienna Asset Management
California
$727K +$775K +4,364 New
FPGK
2135
Financial Partners Group (Kansas)
Kansas
$727K -$2.67K -15 -0.3%
BWA
2136
BlueSky Wealth Advisors
North Carolina
$727K – – –
CAM
2137
Campion Asset Management
Virginia
$727K – – –
WBG
2138
Wharton Business Group
Pennsylvania
$726K – – –
AWM
2139
Aviso Wealth Management
Washington
$726K +$148K +833 +24%
OL
2140
OneFund LLC
Florida
$721K +$23.3K +131 +3%
BWM
2141
Bernard Wealth Management
Michigan
$719K +$767K +4,317 New
TCWM
2142
Total Clarity Wealth Management
Illinois
$718K -$24.2K -136 -3%
RTL
2143
Red Tortoise LLC
Georgia
$718K – – –
OC
2144
Optima Capital
Oregon
$717K +$765K +4,305 New
AWM
2145
Arista Wealth Management
Nevada
$714K – – –
EMAM
2146
Encompass More Asset Management
California
$714K +$761K +4,284 New
IF
2147
Ironwood Financial
Arizona
$712K – – –
FZCM
2148
Flynn Zito Capital Management
New York
$710K -$16.7K -94 -2%
FPW
2149
Fairvoy Private Wealth
Alabama
$710K +$757K +4,259 New
FFP
2150
FourThought Financial Partners
Florida
$709K +$756K +4,255 New
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