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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2251
Madison Wealth Partners
Wisconsin
$530K – – –
RFP
2252
Root Financial Partners
California
$530K +$37.1K +256 +9%
IPW
2253
Impact Partnership Wealth
Georgia
$530K +$17.4K +120 +4%
BFA
2254
Brendel Financial Advisors
New Hampshire
$530K – – –
IA
2255
Insight Advisors
Pennsylvania
$529K -$5.36K -37 -1%
WPP
2256
Whalerock Point Partners
Rhode Island
$526K +$3.04K +21 +0.7%
SAA
2257
Southeast Asset Advisors
Georgia
$525K +$145 +1 +0%
AIM
2258
Aspen Investment Management
Michigan
$524K +$145 +1 +0%
WA
2259
WP Advisors
California
$524K -$2.17M -14,991 -83%
ODIJL
2260
One Day In July LLC
Vermont
$524K +$7.1K +49 +2%
HNWA
2261
Henrickson Nauta Wealth Advisors
Michigan
$524K +$2.46K +17 +0.6%
OWP
2262
ORG Wealth Partners
Texas
$523K +$445K +3,069 New
AO
2263
Advisor OS
Illinois
$523K +$47.8K +330 +12%
IP
2264
Ignite Planners
California
$522K +$74.6K +515 +20%
BFA
2265
Brown Financial Advisors
Ohio
$522K -$443K -3,060 -50%
AIA
2266
Arbor Investment Advisors
North Carolina
$521K – – –
TFG
2267
Tilson Financial Group
New Jersey
$521K – – –
SWM
2268
Silverlake Wealth Management
Vermont
$521K -$1.01K -7 -0.2%
CSC
2269
Caldwell Sutter Capital
California
$519K – – –
DCM
2270
Donaldson Capital Management
Indiana
$519K -$11K -76 -2%
UL
2271
Unionview LLC
Washington
$516K -$11.4K -79 -3%
LA
2272
LVW Advisors
New York
$515K +$95.2K +657 +28%
IIA
2273
ICW Investment Advisors
Arizona
$514K +$22.3K +154 +5%
CP
2274
Creekside Partners
California
$513K – – –
CBA
2275
Coastal Bridge Advisors
Connecticut
$512K +$2.46K +17 +0.6%
89 90
91
92 93