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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2251
SMA Capital
New York
$609K +$753K +4,153 New
OWM
2252
Orca Wealth Management
Florida
$608K +$752K +4,150 New
NAM
2253
NTV Asset Management
West Virginia
$607K – – –
BAM
2254
Broyhill Asset Management
North Carolina
$606K – – –
NFG
2255
Northbridge Financial Group
Florida
$604K +$169K +931 +29%
ONST
2256
Old North State Trust
North Carolina
$603K +$68.5K +378 +10%
EFG
2257
Ethos Financial Group
Pennsylvania
$603K -$170K -938 -15%
SFS
2258
Security Financial Services
Indiana
$603K -$41.9K -231 -5%
KWM
2259
Kaydan Wealth Management
Michigan
$602K -$2.36K -13 -0.3%
FPGK
2260
Financial Partners Group (Kansas)
Kansas
$601K -$15.2K -84 -2%
JWM
2261
JPL Wealth Management
Colorado
$600K -$64.2K -354 -8%
SAM
2262
Sagewood Asset Management
New York
$600K +$154K +851 +26%
CFA
2263
Collaborative Fund Advisors
Nevada
$599K +$741K +4,088 New
CFA
2264
Cahill Financial Advisors
Minnesota
$599K +$2.54K +14 +0.3%
BFG
2265
Birch Financial Group
New Hampshire
$599K -$301K -1,659 -29%
CD
2266
Chapin Davis
Maryland
$597K +$11.2K +62 +2%
IIC
2267
Integrated Investment Consultants
Michigan
$597K +$122K +672 +20%
CCM
2268
Coerente Capital Management
Ontario, Canada
$596K -$59.8K -330 -8%
JRCM
2269
Jones Road Capital Management
New York
$596K -$6.31M -34,832 -90%
ACA
2270
Affinity Capital Advisors
California
$594K -$76.8K -424 -9%
M
2271
Mirova
France
$594K -$3.14M -17,337 -81%
IC
2272
Iconiq Capital
California
$594K +$734K +4,050 New
BCMLT
2273
Beacon Capital Management LLC (Tennessee)
Tennessee
$593K -$12.9K -71 -2%
CWA
2274
Canvas Wealth Advisors
Kansas
$592K +$10.3K +57 +1%
MCM
2275
Monument Capital Management
Virginia
$592K +$8.15K +45 +1%
89 90
91
92 93