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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
2201
Allen Mooney & Barnes Investment Advisors
Georgia
$628K – – –
A
2202
Argentarii
Ohio
$627K +$92.7K +570 +15%
FZCM
2203
Flynn Zito Capital Management
New York
$626K +$7.8K +48 +1%
TPW
2204
Talon Private Wealth
Florida
$626K +$691K +4,254 New
SCM
2205
Stonehearth Capital Management
Massachusetts
$624K – – –
PWA
2206
Phoenix Wealth Advisors
North Carolina
$624K -$23.7K -146 -3%
APM
2207
a16z Perennial Management
California
$624K -$14.6K -90 -2%
OFO
2208
OneAscent Family Office
Alabama
$623K +$75.1K +462 +12%
PWM
2209
Power Wealth Management
Georgia
$622K +$47K +289 +7%
FWM
2210
Focused Wealth Management
New York
$621K +$13K +80 +2%
MW
2211
Members Wealth
Pennsylvania
$621K -$23.2K -143 -4%
XT
2212
XTX Topco
Cayman Islands
$621K -$3.03M -18,644 -82%
PWS
2213
Precision Wealth Strategies
Missouri
$620K -$97.5K -600 -12%
HWA
2214
HHM Wealth Advisors
Tennessee
$620K – – –
DWM
2215
Defined Wealth Management
Oregon
$620K +$14.5K +89 +2%
IF
2216
Ironwood Financial
Arizona
$619K +$163 +1 +0%
EFG
2217
Embree Financial Group
Illinois
$619K +$186K +1,142 +37%
HFRG
2218
Houlihan Financial Resource Group
Virginia
$618K – – –
CFCI
2219
Comprehensive Financial Consultants Institutional
Indiana
$618K – – –
FPGK
2220
Financial Partners Group (Kansas)
Kansas
$616K – – –
GWP
2221
Gateway Wealth Partners
Wisconsin
$615K +$489K +3,010 +257%
OFA
2222
Onyx Financial Advisors
Idaho
$614K +$1.95K +12 +0.3%
SAM
2223
S.A. Mason
Michigan
$612K -$993K -6,108 -59%
AL
2224
ADE LLC
Maryland
$612K – – –
FCM
2225
Fortis Capital Management
Washington
$610K -$16.3K -100 -2%
87 88
89
90 91