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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2201
Stonebrook Private
Michigan
$432K -$30.4K -245 -7%
AIA
2202
Arbor Investment Advisors
North Carolina
$432K +$144K +1,162 +61%
HNWA
2203
Henrickson Nauta Wealth Advisors
Michigan
$431K -$3.35K -27 -0.9%
CSC
2204
Caldwell Sutter Capital
California
$430K +$291K +2,340 +331%
SSW
2205
Stone Summit Wealth
Florida
$430K -$15.2K -122 -4%
ODIJL
2206
One Day In July LLC
Vermont
$427K +$376K +3,024 New
CFS
2207
CGC Financial Services
Oregon
$427K – – –
MCWA
2208
Meadow Creek Wealth Advisors
Georgia
$427K +$46.4K +374 +14%
IA
2209
IFG Advisory
Georgia
$427K +$375K +3,021 New
WRPWM
2210
Werba Rubin Papier Wealth Management
California
$426K +$48.6K +391 +15%
CP
2211
Creekside Partners
California
$425K +$374K +3,009 New
RPGK
2212
Retirement Planning Group (Kansas)
Kansas
$425K -$109K -880 -23%
FWI
2213
Facet Wealth Inc
Maryland
$425K +$142K +1,144 +58%
AAM
2214
AR Asset Management
California
$424K – – –
PGA
2215
Portland Global Advisors
Maine
$424K +$24.8K +200 +7%
SC
2216
Shay Capital
New York
$424K +$373K +3,000 New
CSPAM
2217
Cary Street Partners Asset Management
Virginia
$423K +$372K +2,997 New
BC
2218
Brio Consultants
California
$423K +$12.5K +101 +3%
IPW
2219
Impact Partnership Wealth
Georgia
$422K +$117K +946 +46%
CBA
2220
Coastal Bridge Advisors
Connecticut
$422K -$42.3K -341 -10%
TWA
2221
Talisman Wealth Advisors
New Jersey
$422K -$373 -3 -0.1%
PWM
2222
Paulson Wealth Management
Illinois
$419K +$12.4K +100 +3%
SFG
2223
Snider Financial Group
Washington
$416K – – –
WCM
2224
Wedge Capital Management
North Carolina
$415K -$7.08K -57 -2%
AWM
2225
Aries Wealth Management
Maine
$411K – – –
87 88
89
90 91