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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2176
Stonehearth Capital Management
Massachusetts
$593K +$273K +1,675 +65%
MPWS
2177
McCarter Private Wealth Services
Massachusetts
$592K +$93.6K +575 +16%
MSWM
2178
Mowery & Schoenfeld Wealth Management
Illinois
$590K +$3.26K +20 +0.5%
WG
2179
Wealth Group
North Carolina
$590K +$5.54K +34 +0.8%
VI
2180
Versor Investments
New York
$590K +$687K +4,220 New
SCP
2181
Shorepoint Capital Partners
Massachusetts
$588K -$45.6K -280 -6%
CWMK
2182
Caliber Wealth Management (Kansas)
Kansas
$584K +$680K +4,179 New
ATI
2183
Act Two Investors
California
$584K -$338K -2,075 -33%
PPH
2184
Pure Portfolios Holdings
Oregon
$584K -$83.2K -511 -11%
FWM
2185
Forza Wealth Management
Florida
$584K +$4.07K +25 +0.6%
AL
2186
ADE LLC
Maryland
$581K – – –
TWP
2187
Tyche Wealth Partners
Texas
$581K +$26.9K +165 +4%
RTL
2188
Red Tortoise LLC
Georgia
$580K -$25.6K -157 -4%
AW
2189
Alteri Wealth
California
$580K +$5.05K +31 +0.8%
HWMG
2190
Hurlow Wealth Management Group
Indiana
$580K – – –
FFG
2191
Frisch Financial Group
New York
$580K -$488 -3 -0.1%
OFA
2192
Onyx Financial Advisors
Idaho
$578K +$2.6K +16 +0.4%
QPW
2193
Quantum Private Wealth
Florida
$578K +$23.6K +145 +4%
VCWM
2194
Vista Cima Wealth Management
Arizona
$578K +$17.3K +106 +3%
S
2195
SimplyRich
California
$575K – – –
MHR
2196
Matthew Hamilton Rosenberg
$574K +$2.28K +14 +0.3%
EGA
2197
E&G Advisors
Texas
$573K – – –
SB
2198
Sunflower Bank
Texas
$573K +$4.56K +28 +0.7%
SWA
2199
Sax Wealth Advisors
New Jersey
$573K +$17.9K +110 +3%
KAS
2200
KPP Advisory Services
Kentucky
$572K +$15.6K +96 +2%
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88
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