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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2151
BlueSky Wealth Advisors
North Carolina
$610K – – –
CAM
2152
Campion Asset Management
Virginia
$610K – – –
OL
2153
OneFund LLC
Florida
$606K +$1.3K +8 +0.2%
FZCM
2154
Flynn Zito Capital Management
New York
$606K +$11.6K +71 +2%
NAMP
2155
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$606K -$216K -1,325 -23%
BHWM
2156
Bar Harbor Wealth Management
New Hampshire
$604K -$24.6K -151 -3%
IA
2157
IFG Advisory
Georgia
$603K +$170K +1,044 +32%
WBG
2158
Wharton Business Group
Pennsylvania
$602K -$8.14K -50 -1%
IWP
2159
Invenio Wealth Partners
Florida
$601K -$57K -350 -8%
BCM
2160
Birch Capital Management
Texas
$601K -$78K -479 -10%
HWA
2161
HHM Wealth Advisors
Tennessee
$600K +$44.4K +273 +7%
LPAM
2162
Lodestar Private Asset Management
California
$600K -$22.6K -139 -3%
CA
2163
CGN Advisors
Kansas
$599K +$50K +307 +8%
R
2164
Rebalance
California
$599K +$38.3K +235 +6%
XSC
2165
X-Square Capital
Puerto Rico
$598K +$95.4K +586 +16%
AWM
2166
Arista Wealth Management
Nevada
$598K -$1.63K -10 -0.2%
FPW
2167
Fairvoy Private Wealth
Alabama
$597K +$1.95K +12 +0.3%
IF
2168
Ironwood Financial
Arizona
$597K – – –
SRCM
2169
Signature Resources Capital Management
California
$595K +$1.47K +9 +0.2%
CRIG
2170
Charter Research & Investment Group
Connecticut
$594K – – –
BAM
2171
Broyhill Asset Management
North Carolina
$593K – – –
SCM
2172
Stonehearth Capital Management
Massachusetts
$593K +$273K +1,675 +65%
MPWS
2173
McCarter Private Wealth Services
Massachusetts
$592K +$93.6K +575 +16%
MSWM
2174
Mowery & Schoenfeld Wealth Management
Illinois
$590K +$3.26K +20 +0.5%
WG
2175
Wealth Group
North Carolina
$590K +$5.54K +34 +0.8%
85 86
87
88 89