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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2251
WoodTrust Financial
Wisconsin
$532K -$152K -1,052 -25%
CPRC
2252
Consolidated Portfolio Review Corp
New York
$532K -$11.6K -80 -2%
MWP
2253
Madison Wealth Partners
Wisconsin
$530K – – –
RFP
2254
Root Financial Partners
California
$530K +$37.1K +256 +9%
IPW
2255
Impact Partnership Wealth
Georgia
$530K +$17.4K +120 +4%
BFA
2256
Brendel Financial Advisors
New Hampshire
$530K – – –
IA
2257
Insight Advisors
Pennsylvania
$529K -$5.36K -37 -1%
WPP
2258
Whalerock Point Partners
Rhode Island
$526K +$3.04K +21 +0.7%
SAA
2259
Southeast Asset Advisors
Georgia
$525K +$145 +1 +0%
AIM
2260
Aspen Investment Management
Michigan
$524K +$145 +1 +0%
WA
2261
WP Advisors
California
$524K -$2.17M -14,991 -83%
ODIJL
2262
One Day In July LLC
Vermont
$524K +$7.1K +49 +2%
HNWA
2263
Henrickson Nauta Wealth Advisors
Michigan
$524K +$2.46K +17 +0.6%
OWP
2264
ORG Wealth Partners
Texas
$523K +$445K +3,069 New
AO
2265
Advisor OS
Illinois
$523K +$47.8K +330 +12%
IP
2266
Ignite Planners
California
$522K +$74.6K +515 +20%
BFA
2267
Brown Financial Advisors
Ohio
$522K -$443K -3,060 -50%
AIA
2268
Arbor Investment Advisors
North Carolina
$521K – – –
TFG
2269
Tilson Financial Group
New Jersey
$521K – – –
SWM
2270
Silverlake Wealth Management
Vermont
$521K -$1.01K -7 -0.2%
CSC
2271
Caldwell Sutter Capital
California
$519K – – –
DCM
2272
Donaldson Capital Management
Indiana
$519K -$11K -76 -2%
UL
2273
Unionview LLC
Washington
$516K -$11.4K -79 -3%
LA
2274
LVW Advisors
New York
$515K +$95.2K +657 +28%
IIA
2275
ICW Investment Advisors
Arizona
$514K +$22.3K +154 +5%
89 90
91
92 93